Round-trip Workflow
Exporting Issues
To export issues from Codebeamer to Round-trip Word documents:
1. Navigate to the tracker containing the issues to be exported.
2. Within the tracker, click Export to Office from the more 
menu. If you want the export document to only contain selected items, click Export Selection to Office
menu. If you want the export document to only contain selected items, click Export Selection to Office
3. The next dialog box appears, where you can select the Round-trip Word Export option. Note: When this menu is selected, Codebeamer will build a Word document containing the issues displayed by the current view. The Word document will download automatically. The generated file name will contain the current project's and tracker's names.
The next dialog appears, where you can select the Round-trip Word Export option:
When this menu is selected Codebeamer will build a Word document which contains the issues displayed by the current view and the download of that Word document will start in few seconds automatically. The generated file name will contain the current project's and tracker's name, so it is easier to identify later where that export file is originated from.
Please note that when exporting to Round-trip only those issues/requirements will be exported which match the active view in that tracker. You can easily control which issues are exported by defining a new Tracker view or choosing an existing view that matches your needs.
Editing Issues in Word
When opening the Round-Trip document in Word, all exported requirements or issues are rendered, including the formatting.
The images will appear embedded in the Word document as they appeared in Codebeamer.
All existing commends made on the issues will reappear on the right side panel and be linked to the appropriate issue.
From there, you can start editing the content as shown.
Each exported issue will have a bounding box where all modifications to this issue must be made. This enables the importer to find the original issue.
 | Anything that is written outside of the boxes will be ignored during import. |
The Round-trip Word document uses the Track changes feature to find the changes you made to the document. As a result, Word will highlight all changes, too.
All comments appear on the right side and are linked to the issue they belong to. You can make new comments on any text inside the bounding box of an issue, and that comment will also be imported into the respective issue.
Incorporating Changes Back from Round-Trip Document to Codebeamer
After editing the Round-trip Word document, you can import the changes to Codebeamer using the Import from Word or Excel menu in the More menu of any tracker.
The first page of the import wizard will appear. Here, the Round-Trip docx document can be selected and uploaded. This is the same wizard that is used for non-round-trip import, but the importer will automatically recognize the Round-trip documents and display the specialized import page for them.
The importer will read the Round-trip document and scan it for changes. The import wizard will display only the changed issues and show the differences to the original issue.
The Import page will only show the changed issues. The original summary and description of these issues are rendered, and a link is displayed. Click the link to open the affected issue in a new window to review original content.
The changes found in the imported document are highlighted. Deleted text is red, and added text is green.
Images inserted into the Word document will be added as attachments to the target issue and correctly referenced from the generated wiki markup.
If any new comment has been added to an issue, it will also appear on the Import page. Comments that were previously present when the document was exported will be ignored and not shown.
Changes to summaries are also highlighted and displayed.
During import, the user can select which changes to import by selecting the Apply? checkboxes next to each changed issue.
After reviewing the import data, the user can save and apply the changes; a summary of the changes is then displayed.