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License Agreement

This article presents the features available in the Ultimate plan of XTRF Translation Management System. 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 Translation Management System and gain access to the additional features, contact your XTRF Customer Success Manager.

Target audience: Home Portal's users

 


 

 


 

Virtual Columns display

 

If you need any non-standard column in any area of the Home Portal, you can add it in the Virtual Columns subsection of the configuration accordion menu. The virtual columns can take every possible form and can be added in various areas of the Home Portal.

Configuration accordion menu

In the Configuration accordion menu you can find Virtual Columns section in which you can view and edit virtual columns currently available in the Home Portal as well as add new virtual columns.
Search fieldAs soon as you start typing a search query, XTRF Platform returns the list of search results. It is an easy and convenient way of finding the required section in the Configuration accordion menu.
Virtual Columns section

In the  Configuration  accordion menu go to the Customization  section, Virtual Columns subsection to get displayed the list of all virtual columns currently available in the Home Portal of XTRF Platform.






 
 

Search Filter panel

You can limit your search results for desired entity within the Search Filter settings.

 

Search button
Click to begin filtering the data.
Reset Filter buttonClick to restore the default settings of the Search Filter.
Search Filter options

Search Filter options are available on the display to narrow down your search results. You can use one or, if specified, more options within one operation. All Search Filter options are fully configurable for a given object.  For example, you can provide only a part of a name phrase in the Name field at the same time selecting only active entities.

Configure Search Filter Options

You can configure the Search Filter options to display the most frequently used ones. To find out more how to adjust the Search Filter panel to your needs, go to the  View Editor pop-up window  article, section  Filter tab .

Displaying Search Filter panel

To adjust the width of the filter, click and hold  icon. While holding the icon, move your cursor to the left side of the screen to decrease or to the right side to increase the size of the filter.

    • To close the filter, click the highlightable area below the icon.
    • To open the filter, click the highlightable area below the icon.
 
 

Virtual Columns list

In the Virtual Columns list you can see all virtual columns currently available in the Home Portal.

The default view provides you with following information:

  • Name: The name of the virtual column.
  • Class Name: The area to which the virtual column is assigned.
  • Role Name:   A short description of the virtual column's functionality.
  • Expression: The code of the virtual column.

 

Add button 
Page navigator

You can navigate comfortably through the pages of the Virtual Columns 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.
Export button

Click to format the data from the Virtual Columns list. You can export data to a file, therefore you can use it in another application. When you click the button, the Export Data pop-up window appears.


Export Data Pop-up Window

Entity Name drop-down menuSelect the required type of information, you want to have exported, from the drop-down menu.  In some system areas you can only export one type of data. In others, you can select what type of data to export.
Name drop-down menu

Select the view you want to use from the drop-down menu. The view which includes the set of columns with data. This set of columns will be included in the formatted file.

Export Views != Browse Views

The Export views are not the same as the Browse views. For example, if you have created a view that allows you to browse only active customers, you will need to recreate it in the Export Data window before you can export it.


Export type drop-down menu

To use the exported files with other applications select what column separator should be used in the exported file.

From the drop-down menu select which separator might be used in .CSV files::

  • A file where columns are separated by semicolons;
  • A file where columns are separated by commas;
  • A file where columns are separated by tabs.
Export buttonClick to download the .CSV file. Depending on your Web browser settings a file manager window might appear asking you to choose the location where you want to download the generated file. If the file manager window does not appear, the file will be downloaded automatically to your predefined or default location.
Cancel buttonYou can click this button to abandon data exporting action and close the Export Data pop-up window.


Refresh button Click to update the entities in the Virtual Columns list.
View: ViewName menuClick the menu to decide what and how information is displayed in the Virtual Columns list. You can use the default view or you can adjust the view to your needs.
icon

Click this icon to manage multiple Virtual Columns at the same time.

 

Select All optionAll entities get selected.
Deselect All optionAll entities get deselected. This option is only available when at least one entity is selected.
Activate Selected optionSelected entities become available for use while creating a new entity
Deactivate Selected option

Selected entities become unavailable for use while creating a new entity

Inactive Entities

Please mind that although you can make an entity unavailable, the entity is still kept in XTRF Platform. Therefore you can make it active within one click any time.

Mark as Preferred optionSelected entities become preferred, which means they are at the top of the list when creating a new entity.
Mark as Not Preferred optionSelected entities are removed from the preferred list.
sorting  You can click one of the icons to sort records in columns. Click the proper icon to set an ascending or descending sort order in a column.
iconClick the icon in the proper row to modify the details of the existing Virtual Column.
icon

Click the icon in the proper row to delete the Virtual Column. The confirmation pop-up window appears:

  • Click the OK button to delete the Virtual Column from XTRF Platform.
  • Click the Cancel button to abandon the delete action.
  

 

 

 

 

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