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 XTRF Customer Success Manager.
Target audience: Administrators, Project Managers
A workflow is a step-by-step procedure necessary to complete a given service. In the workflow you can select tasks and define their sequence, like follow translation with proofreading.
Steps in this guide
Steps without labels are mandatory to complete in order to ensure the proper work of the Home Portal’s functions.
Steps marked with the (Optional) label inform you about the additional settings you may use to fulfill the specific requirements for your projects. You may skip them without any negative effect on the Home Portal.
Create a Workflow Definition
In this section you will learn how to define a very simple workflow for your translation projects. To do so, perform the following steps:
|Sign in to the XTRF Home Portal.|
Click the Configuration menu > Projects and Quotes > Workflows > Workflow Definitions (Classic).
Click the Add button on top of the workflow list.
In the Add Workflow Definition display provide the following data:
Click the Save button. You are redirected to your workflow definition display.
Click thebutton to add a job in the Project jobs panel. The Workflow Job pop-up window appears.
In the Main Settings tab provide the following data:
To learn more about the automatic action option go to the Automatic action article.
Click the Save button. The Workflow Job pop-up window closes. The newly created job in your project workflow definition is now visible in your workflow graph.
Click the Save button at the bottom of your Workflow Definition display. You have created a Task Workflow which you can apply to your project process.