Ability to Select Required Fields Dynamically Using a Global Export Template
Issue summary: Limited flexibility in Codebeamer export templates requiring multiple templates for different field combinations
Currently in Codebeamer, exporting data requires predefined templates with fixed field selections. Each export template is static and does not allow users to dynamically select or deselect fields at the time of export.
This creates a limitation where users must create and maintain multiple templates based on varying reporting needs. For example:
- In some cases, users need Domain + other fields
- In other cases, only specific selected fields are required
- Different stakeholders request different combinations of fields
As a result, for each variation, a separate export template must be created and maintained, leading to duplication, increased maintenance effort, and reduced usability.
Current Workaround / Resolution
- Multiple export templates are created for different use cases
- Users select the closest matching template for their need
- Additional manual effort is required to manage and update these templates when field requirements change
Challenges with current approach:
- Template proliferation (too many templates)
- Maintenance overhead
- User confusion in selecting the correct template
- Reduced efficiency for ad-hoc reporting needs
Proposed Enhancement
Introduce dynamic column selection capability during export.
Suggested Solution:
- Allow users to select/deselect fields (columns) at the time of export
- Provide a single global export template with configurable column selection
- Enable optional features such as:
- Multi-select field picker
- Save custom field selection as reusable presets (optional)
- Drag-and-drop column ordering
Expected Benefits
- Eliminates need for multiple templates
- Improves user experience and flexibility
- Reduces maintenance effort
- Supports ad-hoc and evolving reporting needs
- Enables faster and more efficient exports