How to define export data for Excel, Word or PDF?

Question

Hi everyone, 
 
 We need to export some of out Process Plans for external use, but when we export to Word, PDF or Excel, only the name, description and process plan number are included in the document. 
 How could we go about configuring this? 
 
 Thanks

AngelaIp · Accepted Answer

Hi, 
 you cannot reuse the regular Word/PDF/Excel Export button for this one. To export a ProcessPlan as file, you need to click the "Publish Process Plan" button. 
 This service requires some additional installation steps. You should find them in the documentation.

How to define export data for Excel, Word or PDF?

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