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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, Project Managers

 

 

Categories in XTRF Platform are labels used to organize your data. You can create category and apply it to any given item to structure your data and easier use of XTRF Platform. There is a set of default Categories available in the Home Portal. The article guides you how to add a new Category to your XTRF Platform.

 

Before Reading this Tutorial

  • 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.

 

 

 

 

 

Add a New Category

To add a new Category in XTRF Platform, perform the following steps:

Predefined Values

Please bear in mind that you need to predefine the system values to use them in XTRF Platform.

 

 

 Sign in to the Home Portal of XTRF Platform.
 Click the icon.
 In the accordion menu click the System Values: Advanced and then select the Categories.
 Click the +Add button.
 In the Name field provide a unique name of the new Category.
 (Optional) Select the Active checkbox if this Category should be available for use in your Home Portal.
 (Optional) Select the Preferred Item checkbox if this Category should be located on the top of all drop-down menus and selection lists in your Home Portal.
 (Optional) In the Applicable to multi-selection field add item type(s) which this Category should be available for. Double-click on an item type in the Available Items list in order to add it to the Selected Items list.
 

Click the Save button. You have added the new Category in the Home Portal.