Export contents of requirements into an excel spreadsheet

It would be great to be able to select a batch of requirements and download the content of the requirement into a single spreadsheet. Meaning be able to view all the responses to questions created in the requirement in one place. We use requirements for grantees to submit scopes of work - currently we manually cut and paste the responses into a spreadsheet which we then mail merge into our contract file. It would be great if this didn't have to be done manually when we have 100+ grantees.

  • Guest
  • Jun 10 2021
  • Reviewed: Need Further Info
Records
  • Attach files
  • Justin Finighan commented
    June 16, 2021 19:24

    Does the following work:

    1. Create a Requirements View that includes all the columns that you need

    2. Search for the Requirements you want to work with

    3. In the Search Results window, choose Export from the More menu

    The Excel file that is created from the above process should contain the data required for you mail merge.

    Attachments Open full size

Related ideas