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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



To get information on entities in the modules of the Home Portal, you can click the module icon and see the data in the module views. The function of each view in the Home Portal is to present you the data in most clear and efficient way. You can easily modify each view in the Home Portal to get displayed these pieces of information which you are currently interested in. Additionally, some of the views might be created by users for their own use, some might be shared among the user groups. Nevertheless, using, creating, and adjusting the views in XTRF Platform can be proceed in a straight manner.

You can create a new view in a given module of the Home Portal using one of the options:

  • Add new view.
  • Copy an existing view and edit its properties.

The following article describes both options of creating a new view: select this one which is the most suitable for you.

Add a New View

To add a new view from scratch, perform the following steps:

 Sign in to the Home Portal of XTRF Platform.
 Go to the module where you want to create the new view, for example, the Clients module.
 Click the ViewName View drop-down menu.
 Select the Add New View option from the ViewName View drop-down menu.
 

In the view title field provide a title of your new view.

To make further convenient use of the views it is highly recommended to make a new view title unique and significant.

 

In the Configure Filters card decide on the look and function of the filter in the new view. To do so, perform the following steps:

    1. Add a new filter field
      1. Click the Add Filter button.
      2. Select the filter fields you want to add from the drop-down menu. You can select multiple options from the drop-down menu.

        You can use the search field to locate desired search field: when you start typing the field name, all matching records are displayed.

        Please mind that the fields are grouped into categories and the category is marked in bold in the drop down menu. Click the category to expand and select a field from this category.

      3. Click the Add Selected Filters button at the bottom of the menu. The new filter fields appear in the Configure Filters card as the last fields.
    2. Configure the filter field: Click the appropriate icon in the filter field place holder to configure the properties of the field.

      There are three main types of the filter fields: text field, drop-down menu and date type field.

      Text field, where you type in the text you want to search.

      Drop-down menu, where you make a selection from the list displayed after you click on the field.

      • Date type field, where you set a date range for your search.

      • : To set up a restriction type in case of the text fields or set up the selection type in case of the drop-down menu fields.
      • : To set up a date range in case of the date type fields.
      • : To make a predefining selection for the drop-down menu fields.
      • : To lock the filter field. The field becomes grey and the users are unable to set this field into any other setting.

        The filter field can be locked/unlocked only in the edit view mode.

      At the configuration stage you can define the default value of each search field and this value will be restored each time you clear the filter.

    3. To arrange the filter fields drag and drop the heading of the filter field to its new position. The rest of the filter fields moves accordingly.


 

In the Configure Columns card select which columns should be displayed in the new view. To do so, perform the following steps:

    1. Add a new column.
      1. Click the Add Column button.
      2. Select the columns you want to add from the drop-down menu. You can select multiple columns at once.

        Selecting Columns

        You can use the search field to locate the desired column: when you start typing the column, all matching records are displayed.

        Please mind that the columns are grouped into categories and the category is marked in bold in the drop down menu. Click the category to expand and select a column from this category.

      3. Click the Add Selected Column button at the bottom of the menu. The new column appears in the Configure Columns card.
    2. Configure the columns: Click the appropriate icon in the column header to configure its properties.

      The configuration icons for each column become visible when you hover your cursor over the column header row.

      • : To select appropriate option:
        • Move column left - this column will be moved one position to the left from the current location.
        • Move column right - this column will be moved one position to the right from the current location.
        • Remove column - this column will be removed from the view.
      •  : To sort the data in the table using this column.
      • × : To remove the column from the view.
    3. Rearrange the order of the columns. Drag and drop the heading row of a column to the new location. The rest of the columns moves accordingly.
 

In the Share View card select whether the new view is going to be share with other users. Select the option with the radio button:

  • Select the Private option - the new view is available only to you.
  • Select the Share with groups option - other users are able to use this view:
    1. Click the drop-down menu.
    2. Select the user groups which you want to share this view with.
    3. Click the Done button.
 

Click the Save Changes button. You have added a new view in this module.

 

 

Copy an Existing View

With the copy option you can make a copy of an existing view and change its properties according to your needs. When you copy the existing view it might be faster than adding a very new one, however bear in mind that there are some limitations. You can only copy a view within the same module, for example: you can not copy a view from the Quotes module to the Projects module.

To copy the existing view, perform the following steps:

 Sign in to the Home Portal of XTRF Platform.
 Go to the module where you want to copy the view, for example the Clients module.
 

Click the current view title and on the list of all available views select the icon next to the view you want to copy. The copy of the view appears in the view editor.

Please note that the copy of the view is saved automatically in the Home Portal. You can configure the view properties and then:

  • Save all the changes you have made.
  • Delete the view.
 

In the View title field provide the title of the new view.

When you copy the existing view, the default title of the view is set up as follows: ExistingViewName [copy].

 

Configure the view properties. For the description of the configuration process please refer to the previous section of this article: Add a New View, step 6.

Please note that all settings of the existing view are copied that includes the view sharing. It means that if the original view was shared with user groups,  also your copy is automatically shared with the same user groups.

 

Click the Save Changes button. You have created a new view.

 

 

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