You can limit your search results for desired entity with the search filter. | |
In the Workflow Resources browse you can see all resources available in the Home Portal. The default view columns provide the following pieces of information: - System: System type of the resource.
- Resource Type: Type of the resource.
- Name: Name of the resource.
- Client Name: Name of the client for whom the resource is dedicated
- Languages: Source and Target language that are a subject of the given resource.
- Open/Download: The links provided in the column allow you to download the resource to your local machine.
- Edit: You can edit the resources.
- Delete: You can remove unnecessary resources.
|  | | Add button | You can add a new resource to the Home Portal's database. | | Page navigator | You can navigate comfortably through the pages of the Workflow Resources list. - To advance to a desired page, click the available page number.
- To go to the first page, click the
 icon. - To go to the previous page, click the
 icon. - To go to the next page, click the
 icon. - To go to the last page, click the
 icon.
| | Import button | You can click the button to upload new files or manage existing ones. As you click the button the Select/Upload Files pop-up window appears.
Select/Upload Files Pop-up Window
 | | Explorer Tree | You can browse available folders and manage files stored in them. | | Selection button | Select at least one file and click the Selection button to perform the following actions on the file:  | Download as ZIP option | The option allows you to download files to your local machine in as a
.ZIP
archive | | Download option | The option allows you to download files to your local machine. | | Rename option | Select this option to change the name of the file. | | Delete option | Select this option to remove the file. | | Refresh option | If the files were changed, select this option to refresh the files and view their updated versions. |
| | Folder button | Click this button to perform actions on the currently selected folder.  | Download as ZIP option | Select the option to download the entire folder as a . ZIP archive | | Upload option | The option allows you to upload additional files to the folder. When you select this option the Upload File pop-up window appears. | | Rename option | Select this option to change the name of the folder. | | Delete option | This option allows you to remove the folder and its entire content. | | Create Directory option | This option allows you to create a new subfolder within the selected folder. | | Refresh option | If the files were changed, select this option to refresh the files and view their updated versions |
| | Upload Files button | The option allows you to upload additional files to the folder. When you select this option the Upload File pop-up window appears. | | Customize button | You can customize the way the folders and the files are displayed. When you click this button the Customize pop-up window appears.
Customize Pop-up Window
| Customize pop-up window |
|---|
Customize pop-up window allows you to determine the way in which the items are displayed in the Select/Upload Files pop-up window. | | Show Tree checkbox | You can select the checkbox to display the explorer tree. | | Show Summary checkbox | If the checkbox is selected, the summary of all folders contained in the folder is displayed | | Unfold Nodes checkbox | If the checkbox is selected, the content of the folders contained within other folders is displayed instead of the folders themselves. | | Show Filter checkbox | If the checkbox is selected, a filter field appears. The filter field allows for searching particular files and limiting displayed items. | | Enable Split View chechbox | You can select the checkbox to easier manage the files. If the checkbox is selected, you can view and manage two folders at the same time. | | Columns multiple selection field | You can decide which columns are displayed in the Select/Upload Files pop-up window. - Click the Add button while the item in the Available Items section is selected to move it to the Selected Items section
- Click the Remove button while the item in Selected Items is selected to move the item back to the Available Items section.
You can also manage the order in which the columns are displayed. - Click the Up button to move the item up in the Selected Items section
- Click the Down button to move the item down.
The items at the beginning of the list are displayed earlier in the table. | | OK button | Click the button to confirm and apply all the changes. | | Cancel button | Click the button to discard any changes and close the pop-up window. | | |
| | Name column | The column displays the names of the files or the folders stored in the selected folder. | | Last Modification column | The column provides the information about the date and time of the last modification of the files or folders. | | Size column | The column provides the information about the size of the files. | | Next button | When you have selected required files, you can click the Next button. You are taken to the Select Resources pop-up window. Previously selected files are displayed on the list. You can import all by clicking the Save button or, if you changed your mind, you can deselect unwanted ones and import only the ones that you find necessary. | | Cancel button | You can click this button to abandon the importing process and return to the Workflow Resources list. |
| | Refresh button | Click to update the entities in the Workflow Resources list. | View: ViewName menu | Click the menu to decide what and how information is displayed in the Workflow Resources list. You can use the default view or you can adjust the view to your needs.
View Editor
| View Editor Pop-up Window |
|---|
In the View Editor pop-up window you can configure what is displayed in the page you are currently viewing. You can add a new view or edit existing one. You can provide the name for your new view to easily associate the view with the content which it displays. In the Columns tab you can specify what information is displayed on the page you are viewing and in the Permissions tab you can specify whether or not other groups of users can used the view prepared by you. | Name field |  | | Name field | You can provide the name of the view in this field. | | | | | Columns tab | 
In the Columns tab you can select what information is displayed in the table on the page you are viewing. You can also specify in what order are the columns displayed and how many items is displayed on one page of the table. | | Column Selection Tree section | In this section you can decide what information is displayed in each column of the view which is being created. You can expand the selection tree and find the information you are looking for: - You can expand single branches,
- You can click the Expand All button If you want to expand all the branches at one time,
- You can click the Collapse All button to collapse all the branches at one time .
Select the check box next to the branch name to get the information displayed in the columns of your view. | | Column Order section | In this section you can decide in what order the columns selected in the Column Selection Tree are displayed. To do so, you can click the name of the column and press one of the following buttons: - Move Up button to move the column up the selection,
- Move Down button to move the column down the selection,
- Remove button to remove completely the column from the View.
| | Sort by drop-down menu | To decide how the data in each column is going to be sorted, select the preferred option from the drop-down menu. | | Ascending Sort checkbox | By default, the data are displayed in descending sort. You can select the checkbox, if you want the data to be displayed in the ascending sort. | | Number of Items drop-down menu | You can decide how many entities you want to get displayed on one page of the list. Select the number of items from the drop-down menu. | | Save button | To finish creating a new view, click the button to save your changes. | | Cancel button | Click this button to discard any changes and close the View Editor pop-up window. | | Restore Defaults button | If at any point you decide that you are not satisfied with the changes you made, click the Restore to Defaults button to return to the standard settings of this view. | | | | | Permissions tab | 
In the Permissions tab of the View Editor pop-up window you can select groups of users that will be able to use the view you are currently editing. | | Shared With section | In this section you can decide which group is going to see and use your view. Select one of the available options: - The All Groups checkbox: Select it if you want your view to be available to all groups listed.
- The Add All button: Click it to move all available groups from Available Items to Selected Items list.
- The Add button: Select the group name in the Available Items list and then click the button to move the group to the Selected Items list.
- The Remove button: Select the group name in the Selected Items list and then click the button to move it back to the Available Items list.
- The Remove All button: If you have already selected group names in the Selected Items list, click the button to move all available groups back to the Available Items list.
| | Save button | To finish creating a new view, click the button to save your changes. | | Cancel button | Click this button to discard any changes and close the View Editor pop-up window. | | Restore Defaults button | Although the button Restore Defaults is available, clicking it does not reset the view's permissions. Clicking it results in restoring to defaults all the changes in other tabs. | | |
|---|
|  icon | Click this icon to manage multiple Resources at the same time.  | Select All option | All entities get selected. | | Deselect All option | All entities get deselected. This option is only available when at least one entity is selected. | | Activate Selected option | Selected entities become available for use while creating a new entity | | Deactivate Selected option | Selected entities become unavailable for use while creating a new entity | | Mark as Preferred option | Selected entities become preferred, which means they are at the top of the list when creating a new entity. | | Mark as Not Preferred option | Selected entities are removed from the preferred list. |
|  icon | Click the icon in the proper row to modify the details of the existing Resource. |  icon | Click the icon in the proper row to delete the Resource. The confirmation pop-up window appears: - Click the OK button to delete the Resource from XTRF Platform.
- Click the Cancel button to abandon the delete action.
|
|
