Dawiso allows you to easily import and export objects and their attributes to support:

  • Data backup: Exporting data allows you to create backups, ensuring that critical information is protected and can be restored in case of loss or corruption.
  • Data migration: When transitioning to new systems or updating existing ones, data export and import facilitate the smooth transfer of objects and attributes, preserving continuity.
  • Record organization: Exporting data to external files helps organize and review large volumes of information offline, providing flexibility for data management or compliance reporting.

Dawiso currently supports:

To enable import and export, configure it in the settings section of your package.

Warning

Ensure your data does not exceed Excel’s hard limits, such as 32,767 characters per cell (including HTML). Data over this limit is trimmed, which may result in missing information.

Exporting objects in Excel

  1. In Dawiso, open your app and click the three dots on the left side navigation.
  2. From the list, select Export objects.
  3. Select Excel.
  4. Select Object to export (the Templates option is used for Object import (Excel)):
    • Objects
    • Object details
    • Attributes
    • Relations
  5. Select at least one object to export.
  6. [Optional] Select which attributes, relations (to other objects), user relations (ownership) to export.
  7. Click Export. Depending on your file size, you may need to wait for a few seconds.
  8. In the top-right of Dawiso, click the notification bell button. Look for the notification that says Export of objects to file has finished: Click to download for the download link.
Tip

To change the default date format of your Excel files, see the following articles:

Exporting objects in Word/PDF

  1. In Dawiso, open your app and click the three dots on the left side navigation.
  2. From the list, select Export objects.
  3. Select Word or PDF.
  4. Select a Word template configured for your application.
  5. [Optional] Enable one of the following options:
    • Enable Generate multiple documents based on top-parent object to export each parent object with its children as a separate file.
    • Enable Put all files in one folder to organize both attachments and exported objects in the same folder. Keep in mind that the exported information (especially the formatting) may differ in appearance from how it is displayed within Dawiso.
    Tip

    A PDF export is simply the PDF version of a Word export. Use packages to configure the highlight of changed and deleted text in Word and PDF exports.

  6. Select at least one object to export.
  7. [Optional] Select which attributes, relations (to other objects), user relations (ownership) to export.
  8. Click Export. Depending on your file size, you may need to wait for a few seconds.
  9. In the top-right of Dawiso, click the notification bell button. Look for the notification that says Export of objects to file has finished: Click to download for the download link.
Tip

Word exports will always include toggle lists for certain components, such as embedded diagrams. If no components are included, the toggle list will still be present but empty.

Word templates

Word templates ensure the uniformity of your object export to Word files.

On the Word Templates (Settings inline-svg-1 > Configuration > Word Templates) page, you can manage all your templates. To assign them to specific applications, refer to the Packages Documentation. At least one template must be assigned for Word and PDF exports to be enabled.

Add a Word template

  1. In the top-right corner, click the + New template button.
  2. Fill in the following fields:
    1. Name: Template name displayed on the Word Templates page and on the template selection window.
    2. Key: Reference key used in packages.
    3. Attachment: Word file attachment with the template.
    4. [Optional]** Description**: Description for better understanding of the purpose and use of the template. Displayed on the Word Templates page.
  3. Finish configuration by clicking Save.

Manage Word templates

Identify your template and click the three dots on the right. Here, you can:

  • Edit your template: All fields except for the key can be changed.
  • Download the template: Word file with the template as the contents.
  • Delete the template

Create a Word template

Every Word template is composed of the following sections, which can be configured:

  • Object detail section
  • Multi object section
  • Header and footer
Warning

The Word Export Template configuration section is aimed at more advanced users of Dawiso as you will be need to reference properties created in JSON packages.

Each section can contain components, for which the following rules apply:

  • Components will be replaced with data from the database (the components function as merge fields or variables).
  • Components must be in the <<{jsonTemplate}>> format.
  • Any text within double angle brackets (<< >>) must be formatted as JSON.
  • All components must have a type field, which specifies the component type.
  • Components in the object detail section can include display conditions.
Tip

Any static text and formatting of the template will stay consistent across exported objects.

Example of a basic Word template (change placeholder component types and attribute types to the ones used in your object type template):

<<Object details>>
<<{"type": "objectName", "useNumbering": true, "styles": ["1 Number Heading", "2 Number Heading", "3 Number Heading"]}>>
<<{"type" :"attribute", "attributeType": "definition", "style": "Normal" }>>
<<{"type": "text", "text": "Only when definition is not null", "style": "1 Number Heading", "conditions": [ { "type": "attribute", "value": "project_id",  "operator": "not empty" } ] }>>
Status:
<<{"type": "objectProperty", "property": "Status", "style": "Normal"}>>
Přílohy:
<<{"type" :"attachments", "header": "Attachments", "headerStyle": "Attachments"}>>
<</Object details>>

For the full step-by-step guide, see Word Export Template.