New Custom RTF Template not generating Notes Field

[PWarren]

I've tried numerous times to get a new RTF template for generating reports to include some really basic information. One group is creating BPMN diagrams, with titles or labels of the process diagram and descriptions in the Notes field. Another is creating packages and Class objects with names or labels of the class and also using the Notes field as a description.

We need a solution for this as every attempt at creating a template does not pick up the Notes field for Diagram or Class objects.

Thanks in advance for any and all input!

[Nizam]

What sections have you enabled? Are you able to get other fields in the report? Do you have Diagram -> Elements turned on.

have you enabled notes in the Diagram- > Elements or Package -> elements?

Sharing some images of your template def could help.

All you need is enable Package -> Diagram -> element and insert name and notes in it. if you are reporting on diagrams.
or Package -> Element and insert name and notes if you are reporting on package contents

(there are zillion combinations inbetween, but this is the basic)

[PWarren]

Sections I'm including are Package, Child Package, Diagram. Fields for now are just Diagram.name and Diagram.Notes. For the Class objects, Package, Child Package, Objects or artifacts (I forget at the moment) since they are not creating diagrams, just individual class objects to represent aspects of Business Architecture.

Wanting to keep it simple for a training class I'm developing for total EA newbies.

4th of July here in the States, so I'm off from work. I'll post images tomorrow.

Thanks for the input!

[PWarren]

I read through the Help but could not locate details on adding .png images to my post. How do I do that? Normally I just copy and paste works on other forums.

[qwerty]

This is the most modern YABB. Place a photo on a public server of your choice and use the picture icon (2nd row left).

q.

[PWarren]

Business Architecture Team
They run a very basic template on the Business Class sub folder, to capture the Name and Notes of the class objects. Notes are are being used as a description of the class object. For example, Agreement class in Agreement sub sub folder.

https://photos.app.goo.gl/sKKsJufywgzVVApeA

The issue I feel, is due to the hierarchical organization and separation by sub sub folder as the class objects in the report are listed first by the sub sub folder and then alphabetically. What is wanted in the report is all classes listed alphabetically, which is currently being done manually as rework.

The BPM group has a similar package structure but we are not limited to elements being listed alphabetically, and use a VBA script to generate documentation.

https://photos.app.goo.gl/BhZ5m1GftvUUmedV7

But any ideas on how to print Names and Notes in many layers of packages, and list them alphabetically is welcome.

[Sunshine]

Open options dialog in the template and change the order for package and element to "name" rather than "tree order".
Failing that you will have to write a customer SQL script that sorts the order.

[Nizam]

You don't seem to have a very unusual reporting requirement
Use a template with 'Sub Packages' enabled and just have the name and notes of Element under package
Refer image below
https://pasteboard.co/HtJrgrG.png

however if you want a report of all elements alphabetically , one way to achieve will be to use a Model Document, write a query to fetch all the elements and have that as the input to that Model document (use the same template)

[PWarren]

@ Sunshine & Nizam,

Thank you for your feedback and input. I actually picked up a very basic SQL book over the weekend as that is the direction I was thinking of exploring for not just docs but also charting and other EA features. We'll just need to work through the syntax differences of the two different databases; Progress for the BPM Team, Oracle for the Business Architect Team.

Thanks again for the responses!