Home Portal

Skip to end of metadata
Go to start of metadata

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

 


 

     

 


 

 

A workflow is the step-by-step procedure necessary for successfully completing a given service. You can define the sequence of activities in a way which best suits a given service, such as a simple translation or proofreading.

 

Before Reading a 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.

 

 

Create a Workflow Definition

This section presents you how to define a very simple workflow for your translation projects. To do so, perform the following steps:

 Sign in to the Home Portal of XTRF Platform.
 Click the  icon.
 Go to the Workflows > Workflow Definitions.
 

Click the Add button.

 

In the Create Workflow Definition display provide the following data:

    1. Select the Task Workflow you want to create from the Type drop-down menu.
    2. Provide the name of the workflow in the Name field. The name should be unique to help your Project Managers distinguish it from other workflows.
    3. (Optional) Provide the information on the workflow definition in the Description text field.
    4. Check if the Active checkbox is selected. If the Workflow Definition is set up to active state, you can implement it further while creating a project. Otherwise, it cannot be used in your translation projects.
    5. (Optional) You can choose this workflow as one of your favorite workflows in the Home Portal selecting the Preferred Item checkbox. It is especially useful when the Project Manger creates a translation project because the project workflow will be displayed on the top of a project workflow list.  
    6. (Optional) You can add this workflow as your default workflow defined in the Home Portal selecting the Default checkbox. Mind that only one Workflow Definition might be set as a default one.

 

 

 

Workflow Definition Types

To find out more about the differences between the Task Workflow and Project Workflow refer to the below articles:

 Click the Save button. You are redirected to your workflow definition display.
 Click the button 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:

    1. From the Job Type drop-down menu select the type of your job which will be performed in the translation process, for example translation.
    2. In the Name field the job type name appears.

      Workflow Job Name

      While providing a name of the workflow job please remember as follows:

      • The job name should be concise and short: this name will be displayed not only on the Workflow Graph but it will be also visible to your client and vendor.
      • The name of the vendor's activity should be also unique: if you want to create more than one workflow job for translation you need to differ the names, for example translation and translation review.
      • You can change this providing the name of the job in your project workflow.

    3. In the Default Vendor section select one of the radio buttons depending if you want to assign a given person to the project workflow by default. If not, leave the None option selected.

 

 

 

Automatic Action

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 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.


Tips and Tricks

To find some hints how to configure the workflow's structure go to the FAQ page: Can I Customize a Workflow?

 

 

 


 

  • No labels