Home Portal

Skip to end of metadata
Go to start of metadata

License Agreement

The article presents the features available in the Premium plan of XTRF Language Business Platform. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Language Business Platform and gain access to the additional features, contact your XTRF Customer Success Manager.

Target audience: Administrators

 


 

     

 


 

XTRF Platform provides you with a number of fields that allow you to add as many pieces of information as you need to easily control the operations of your company, However, it sometimes happens that you might need some non-standard fields to add a particular piece of information. XTRF Platform is fully customizable, and therefore it allows you to add non-standard fields. The custom fields you can add come in a variety o types and can be added in various areas of the Home Portal. You can learn how to add a custom field to the selected area of the Home Portal by following the steps provided below.

Before Reading a Guide

  • The steps without any marking are mandatory to perform because they ensure carrying on a proper function of the Home Portal.
  • The steps marked with the (Optional) label give you information about settings useful for you in terms of fulfilling specific requirements for your projects, but if you skip them it will have no negative effect on the function of the Home Portal.

 

 

I. Add Custom Field

First of all you need to add your own Custom Field in the configuration of the Home Portal. To do so, perform the following steps:

 Sign in to the Home Portal of XTRF Platform.
 Click the icon.
 

In the configuration accordion menu click the Customization and select Custom Fields.

 

Click the Add Custom Field button in the upper right corner. You are directed to the Add Custom Field page.

 In the Name field provide the name for the new custom field.
 

From the Preferences drop-down menu select whether the custom field should be:

  • Visible and accessible both on user interface and from API,
  • Visible on user interface but accessible only from API,
  • Visible and accessible only from API.
 (Optional) Provide a short description of the purpose of the custom field.
 

From the Scope drop-down menu select the area of the Home Portal in which the custom field is to appear. The custom field can be added in the following areas of the Home Portal:

  • Contact Person: The field shows up in both modules:
    • Clients Module > Contact Person > Main Data tab,
    • Vendors Module > Contact Person > Main Data tab,
  • Clients Module > Main Data tab > Identification Data subtab > or Main Data tab > Sales Data subtab,
  • Vendors Module> Main Data tab > Identification Data subtab,
  • Configuration > User Management > Users > User > General Info tab,
  • Projects Module > Main Data tab,
  • Quotes Module > Main Data tab,
  • Job: The field shows up in both modules::
    • Projects Module > Job > Main Data tab,
    • Quotes Module > Job > Main Data tab,
  • Task: The field shows up in both modules:
    • Projects Module > Task > Main Data tab,
    • Quotes Module > Task > Main Data tab.
 

From the Type drop-down menu select the type of the custom field. The following types of custom fields are available:

  • Checkbox,
  • Date,
  • Date and Time,
  • Multiple Selection,
  • Number,
  • Selection,
  • Text.
 

(Optional) If you select Multiple Selection or Selection type, Items section appears. Click Add... to add a new item. You can add as many items as you need.

 In the Default Value section select what will be selected by default in the custom field.
 

Click the Add button to save the settings of the custom field and add it to the system.

II. Set up the Order of the Custom Fields

If you have prepared multiple custom fields, you might need to prepare an order in which the custom fields are displayed. To change the order of custom fields, follow the steps below:

 In the configuration accordion menu click the Customization and select Custom Fields .
 Click the Order tab.
 

From the Scope drop-down menu select the Home Portal's area in which you wish to manage the order of custom fields.

 

(Optional) In Client and Vendor sections you can add groups to categorize your custom fields. To add a group:

    1. Select the Identification Data or other default tab.
    2. Click the Add Group button. A new group appears under the tab.
    3. Add a name for the new group.
    4. You can now move your custom fields to the new group. To move the custom fields to the group simply click and hold them and then drag and drop in the proper group.
 

In the custom fields list click the proper custom field, drag it and drop in the location of your choosing. You can drop the custom field in different groups, if there are any, and change it's place in relation to other custom fields.

III. Use the Custom Field

Now, when you have prepared some custom fields and configured their order, you might want to know how to find them in the interface. The following steps describe how to find a custom field added to the vendor's main data tab. To do so, perform the steps:

 Go to the Vendors Module.
 Select a vendor.
 Click the Main Data tab.
 

You can find your custom fields in the Identification Data subtab. The custom fields are at the bottom of the table. The custom fields are displayed in the order prepared in the configuration.

 Click the Edit button to provide information in the custom fields.
 

Click the Save button to save all the changes.

 

 

  The license could not be verified: License Certificate has expired!