How to create a custom excel template for export customized work items for a project in Polarion?

Question

I am trying to create a custom export template for excel export of workitems in my polarion project but every time I upload a template it and when I select that template at the time of exporting it It shows me this error: "Server error: java.lang.NullPointerException". I tried to even make export template by using existing templates but it still shows me the same error.

Answer 1

To save yourself from trouble, it is easiest to make the template starting from one of the provided templates. Make sure you don't delete the sheet titled "Polarion". In the "Export Work Items" dialog, use the "Show template" link to download an empty template.

In Excel, in the "Polarion" sheet and "Sheet1" sheet, configure your Work Item type and the fields that you want to export. Make sure all fields that you specify actually exist in your Work Item configuration. You may want to make changes step-by-step: make only a small change and test the template to make sure it still works, until you become more confident about the structure.

If you follow the instructions for your version of Polarion, it should work. See "Customize export templates for Microsoft Excel" in the Polarion help. On my system with 22R1, this is the direct help link: http://localhost/polarion/help/topic/com.polarion.xray.doc.user/guide/xid1747724.html?cp=0_3_18_10 . The Polarion help for 19.2 is available online: https://docs.plm.automation.siemens.com/content/polarion/19.2/help/en_US/user_and_administration_help/administrators_guide/advanced_administration/customize_export_templates_for_microsoft_excel.html

If you've followed the instructions exactly and it still doesn't work, it's likely that something is wrong with your installation. You'll have to check the logs in C:\Polarion\data\logs\main\ to see what is going wrong.