Office Edit

Since codebeamer 7.4.x and newer, editing Working Item Descriptions, Wiki pages and Microsoft Office documents can be performed directly in Microsoft Office.

To enable this feature, see Configure Office Edit in codebeamer

System requirements

The cboffice URL schema should be installed on client PC (installation instructions)

Installation

The operating system dependent installation is described here.

Editing documents

The following file types can be edited by codebeamer Office Edit:

• Word files (.docx)
• Excel files (.xlsx)
• Power Point files (.pptx)

The Office Edit can be started by selecting the Edit via Office context menu item on a MS Office document:

If the Office Edit is executed in Firefox, the following dialog appears:

• The following option is to be selected:
  

  wscript "C:\Program Files\codebeamer\cboffice_launcher.vbs" "%1"

  
  
• The Remember my choice for cboffice links checkbox needs to be selected.

The Office application should start soon.



The content of the document can be edited in Office. Once the document is saved, the Office uploads the content automatically to codebeamer. Each saving creates a new version of the document.



If the document list is reloaded, the version number of the edited document refreshes.

Editing documents in Document Trackers

• To enable the function, see Document tracker configuration instructions
• Once done, the Edit via Office function is available within the artifact's context menu to modify Word, Excel and Power Point files in Document Trackers.

• The function is also available in the context menu of the listed documents in Table View:

• The Edit via Office function operates in Document Trackers in the same way as described in section Editing documents.
  However, the minor version in the Revision field increases by 1 each time the document is saved and uploaded (automatically) to codebeamer.

See also: Application configuration

Edit issue description in issue details view

The issues description can be edited by clicking on the Edit via Office menu item in More context menu:

Edit issue description in document view

Add a comment in issue details view

A comment can be added by clicking on the Add Comment via Office menu item in More context menu:

Add a comment in document view

New comment can be added to issue from document view by clicking on the Add Comment via Office option in the context menu:

Edit a wiki page

1. Open wiki page and click on the Edit via Office option in the More context menu:

2. Edit the document content in MS Word.

3. Save the document, and refresh the wiki page in the browser: