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The Expressions browse available in the Templates contains all the standard expressions used by XTRF™ to communicate with users and Partners - they can be customized according to your preferences.

Expression types

 Click here to see the expression types...
Activity deadline reminder topicWhen creating a deadline reminder for Project Manager in Activity's CRM, the expression generates the topic of this reminder.
Customer pro forma invoice payment conditions - When fully paidThe expression generates the note that appears in the Browse Client Invoices, in the field Payment Conditions Description. It describes the Pro Forma invoice sent to the Customer as fully paid.
Customer pro forma invoice payment conditions - When not paidThe expression generates the note that appears in the Customer Invoice browse, in the field Payment Conditions Description. It describes the Pro Forma invoice sent to the Customer as not paid.
Customer pro forma invoice payment conditions - When partially paidThe expression generates the note that appears in the Customer Invoice browse, in the field Payment Conditions Description. It describes the Pro Forma invoice sent to the Customer as partially paid.
Customer final invoice payment conditions - When fully paidThe expression generates the note that appears in the Customer Invoice browse, in the field Payment Conditions Description. It describes the Final invoice sent to the Customer as fully paid.
Customer final invoice payment conditions - When not paidThe expression generates the note that appears in the Customer Invoice browse, in the field Payment Conditions Description. It describes the Final invoice sent to the Customer as not paid.
Customer final invoice payment conditions - When partially paidThe expression generates the note that appears in the Customer Invoice browse, in the field Payment Conditions Description. It describes the Final invoice sent to the Customer, as partially paid.
Customer invoice multi-task item nameThe expression generates the item name that will appear on the invoice when you decide to create one item for all tasks.
Customer invoice prepayment item nameThe expression generates the item name that will appear on the invoice confirming the pre-paid job.
Customer invoice item name for prepayment clearingThe expression generates the item for pre-paid job on the final invoice, allowing to deduct the pre-paid amount of money from the final payment.
Customer invoice single-task item nameThe expression generates the item name that will appear on the invoice when you decide to create one item for each task on the invoice.
Customer invoice receivable item nameThe expression generates the item name that will appear on the invoice when you decide to create one item for each task receivable.
Customer invoice multi-task unit nameThe expression generates the unit name that will appear on the invoice when the invoice contains one item for all tasks.
Customer invoice receivable unit nameThe expression generates the unit name that will appear on the invoice when the invoice contains multiple items for multiple task receivables.
Customer invoice receivable minimum charge unit nameThe expression generates the unit name that will appear on the invoice in Minimum Charge section.
Customer invoice single-task unit nameThe expression generates the unit name that will appear on the invoice when the invoice contains multiple items for multiple tasks.
Customer note while changing pro forma invoice to finalThe expression generates the note that is displayed to Customer after the Pro Forma invoice was converted to Final.
Description of automatically created customer paymentIf you have selected the Customer invoice to be set as paid using the action on Browse Client Invoices, the system will automatically leave an information in quote's internal instructions.
Customer Quote Created InfoThe expression generates the information for Customer, confirming that the quote for their request was created by Project Manager.
E-mail Sender NameThe expression sets up the format of e-mail sender name, as set in E-mail tab of Advanced Configuration.
File Rename RuleThe files sent by the Customer are worked on by the Providers and once the job is finished, the files are renamed and sent back to the Customer. This expression allows you to set the rule for renaming the files. As there may be multiple rules, multiple expressions of that type can be created.
Linked Provider Name for Customer as ReviewerThe expression generates the Provider's name for the Customer that would like to act as a reviewer of their files.
Linked Provider Name for User performing In-house ActivityThe expression generates the Provider's name for one of standard XTRF™ users, who would be acting as Provider while performing in-house jobs.
Provider registration form created infoThe Provider can create their own account in XTRF™ by filling out the Provider Registration Form. The expression generates the confirmation that the account was created.
Provider registration form upload files messageThe expression generates the information for Provider asking to upload the enrollment files while filling out the registration form.
Quote registration form created infoThe expression generates the information for Customer confirming that a quote was created basing on the details provided in quote registration form.
Quote registration form rate not found infoThe expression generates the information for Customer that the rate for their request was not found, while filling out the quote registration form.
Price profile default nameThe expression describes the default name for the Provider's price profile.
Project deadline reminder topicWhen creating a deadline reminder for Project Manager in Project's CRM, the expression generates the topic of this reminder.
Project internal instructions after creation from templateThe expression generates the information that the project was created basing on a template. The information appears in project's internal instructions.
Provider invoice payment conditionsThe expression generates the information about payment conditions on Provider invoice. This information appears also in Provider Invoice browse, in the field Payment Conditions Description.
Description of automatically created provider paymentIf you have selected the Provider invoice to be set as paid using the action on Provider invoice browse, the system will automatically leave an information in quote's internal instructions.
Quote expiry reminder topicThe expression generates the automatic reminder for Project Manager, displayed when the deadline for specific quote is close.
Project internal instructions after conversion from quoteThe expression generates the information that the specific project is converted from a specific quote. The information appears in project's internal instructions.
Quote internal instructions after changing to projectThe expression generates the information that the specific quote was converted to specific project. The information appears in quote's internal instructions.
Quote internal instructions after splitting into accepted and rejected tasksThe expression generates the information in quote's internal instructions that will appear if the Customer accepted only some tasks from the quote and rejected other ones.
Task internal instructions after conversion from quote taskThe expression generates the information that the specific task was converted from specific quote task. The information appears in task's internal instructions.
Task deadline reminder topicWhen creating a deadline reminder for Project Manager in Task's CRM, the expression generates the topic of this reminder.

Click Add New to open Expression Editor and create the additional expression: File Rename Rule.

Click the pencil icon in the appropriate row to open Expression Editor and edit the selected expression.

Click the waste bin in the appropriate row to delete the additional expression.

 

Use the View Editor pop-up window to choose what information is displayed in the Expressions list. 

 

View Editor Pop-up Window

View Editor pop-up window

View Editor Pop-up Window

In the View Editor pop-up window you can configure what is displayed in the page you are currently viewing. You can add a new view or edit existing one. You can provide the name for your new view to easily associate the view with the content which it displays. In the Columns tab you can specify what information is displayed on the page you are viewing, the Filter tab allows for configuration of available filtering options which can be used to browse the entities in the table and in the Permissions tab you can specify whether or not other groups of users can used the view prepared by you.

 
 

Name field

Name field

You can provide the name of the view in this field.

The name does need to be unique, however, a different name of each view would help you avoid confusion in the further entity management in the Home Portal.

 
 
 

Columns tab

In the Columns tab you can select what information is displayed in the table on the page you are viewing. You can also specify in what order are the columns displayed and how many items is displayed on one page of the table.

Column Selection Tree section

In this section you can decide what information is displayed in each column of the view which is being created. You can expand the selection tree and find the information you are looking for:

  • You can expand single branches,
  • You can click the Expand All button If you want to expand all the branches at one time,
  • You can click the Collapse All button to collapse all the branches at one time .

Select the check box next to the branch name to get the information displayed in the columns of your view.

Column Order section

In this section you can decide in what order the columns selected in the Column Selection Tree are displayed. To do so, you can c lick the name of the column and press one of the following buttons:

  • Move Up button to move the column up the selection,
  • Move Down button to move the column down the selection,
  • Remove button to remove completely the column from the View.
Sort by drop-down menuTo decide how the data in each column is going to be sorted, select the preferred option from the drop-down menu.  
Ascending Sort checkboxBy default, the data are displayed in descending sort. You can select the checkbox, if you want the data to be displayed in the ascending sort.
Number of Items drop-down menuYou can decide how many entities you want to get displayed on one page of the list. Select the number of items from the drop-down menu.
Save buttonTo finish creating a new view, click the button to save your changes.
Cancel buttonClick this button to discard any changes and close the View Editor pop-up window.
Restore Defaults buttonIf at any point you decide that you are not satisfied with the changes you made, click the Restore to Defaults button to return to the standard settings of this view.
 
 

Filter tab

In the Filter tab of the View Editor pop-up window you can configure filtering options. You can add new filters or remove unnecessary ones. You can also set up the details of the particular filtering options.

Filter Expanded checkboxSelect this checkbox, if you want the Search Filter panel to be always expanded whenever you get displayed your newly defined view.
Reset Filter when Selecting This View checkbox

If this checkbox is selected, every time you switch to this view, the search criteria are set to the defined search settings. In other words, If there is a default value set on any criterion, the cleared criterion will not become empty, but will return to the default value.

Group fieldYou can provide the name for the filter group.
Choose Filter from the List drop-down menu

To customize your search mechanism, you can add fields to the filter settings. Select one of the available search queries from the Choose filter from the list... drop-down menu to receive the list of available criteria.

If you know what you are looking for, you may provide the search query in the search field - the system suggests the available criteria while you start typing.

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  The search criteria have their own configurable properties. Click the icon to expand the list of the properties and configure them according to your preferences.

  • Once you have configured the criterion, click to hide the configuration. 
  • If you want to move the specific criterion, click the arrow icons to move it up or down. You can move the criterion not only inside the particular group, but also to another group, which is higher or lower on the list. 
  • If you do not need to search using the specific criterion, click the icon on its right hand side. The deleted criterion returns to the list and can be added back, if necessary.

 

Click to Read about Search Criteria Properties

Type drop-down menu


You need to specify the type of search criterion selecting one of the following options:

Text field optionYou can search for the specific text in the specific area.
Suggestion optionYou can search for the specific entity and its name will be suggested while typing it in.
Date optionAllows you to search for information updated in the specific time.
Combobox optionA drop-down menu that allows you to specify one term of search.
Listbox / Large listbox optionAllows you to specify multiple terms of search at the same time.
Value with currency optionAllows you to search for the amounts of money.
Percentage optionAllows you to search for the percentage values.

Restriction Type drop-down menu

 

The Restriction Type drop-down menu is only available if you have selected the Text field option from the Type drop-down menu.

By selecting the option you are interested in, you decide how the system will compare the data in your database with the text provided in the Text field.

Case-insensitive Match optionThe filter will search for provided text and will not be case-sensitive.
Equals option

You will need to provide the exact name of the searched item.

Please mind that this option is case-sensitive.

Starts With option

When you provide a few letters of the word, the system will search for all items which names begin with these letters.

Please mind that this option is case-insensitive.

Ends With otpion

When you provide a few letters of the word, the system will search for all items which names end with these letters.

Please mind that this option is case-insensitive.

Wildcard option

You can search for incomplete words using:

  • The asterisk, *, to indicate some missing characters.
  • The question mark, ?, to indicate one missing character.

Please mind that this option is case-sensitive.

Diacritical Marks in Search Field

There are no limitations of diacritical marks usage in your search - XTRF Platform recognises them all and displays the appropriate search results. However, if you experience any problems with the words containing diacritical marks, it is recommended to use the Wildcard mode and replace the marks with asterisks or question marks.

Settings section

You can set the properties of the selected criterion as follows:

Include Not Active checkboxInactive items, such as unused languages, appear in the selection list.
Default checkboxSelecting this checkbox enables you to edit the Default Value section which enables you to set up additional properties of the criterion.

Default Value section

 

This section is activated only if Default option was selected in Settings section.

Depending on the type of selected search criterion, you can set:

  • Value: You can set a specific value that will be displayed and used in this criterion by default, unless it is changed for the purpose of specific search.
  • Mode: If you are searching using one of the list boxes, when the is any of option is set, the filter will search for all items that match at least one of the selected values. If the is none of option is set, the filter will search for the items that are different than the selected values.
  • If you are searching for the value with currency or percentage, you can decide if you are looking for the exact match, something that is greater or equal than the amount set, lower or equal than the amount set, greater than the amount set or lower than the amount set.
  • If you are searching for date, you can search between the specific days or in a specific time span. You can also set your own advanced mode.
  • You can lock the value by selecting the Fixed checkbox. The locked value cannot be changed outside the View Editor.

Create Group button

You can arrange and sort the search criteria in the filter. When you click the Create Group button, a new group field appears in the search criteria list. Provide the name of the search criteria group in the Group field.

If you have more than one group in the Filter tab, you can click:

  • The arrow icons on the left hand side of selected group to move it up or down.

  • The icon on the left hand side if you wish to remove a group.

    You need at least one group created to add new search criterion to your filter.

Expand All buttonIf you prefer to see all the criteria expanded click the Expand All button.
Collapse All buttonTo hide configurations of all criteria click the Collapse All button.
Save buttonTo finish creating a new view, click the button to save your changes.
Cancel buttonClick this button to discard any changes and close the View Editor pop-up window.
Restore Defaults buttonIf at any point you decide that you are not satisfied with the changes you made, you may click the Restore to Defaults button to return to the standard settings o f this view.
 
 

Permissions tab

In the Permissions tab of the View Editor pop-up window you can select groups of users that will be able to use the view you are currently editing.

Shared With section

In this section you can decide which group is going to see and use your view. Select one of the available options:

    • The All Groups checkbox: Select it if you want your view to be available to all groups listed.
    • The Add All button: Click it to move all available groups from Available Items to Selected Items list.
    • The Add button: Select the group name in the Available Items list and then click the button to move the group to the Selected Items list.
    • The Remove button: Select the group name in the Selected Items list and then click the button to move it back to the Available Items list.
    • The Remove All button: If you have already selected group names in the Selected Items list, click the button to move all available groups back to the Available Items list.
Save buttonTo finish creating a new view, click the button to save your changes.
Cancel buttonClick this button to discard any changes and close the View Editor pop-up window.
Restore Defaults buttonAlthough the button Restore Defaults is available, clicking it does not reset the view's permissions. Clicking it results in restoring to defaults all the changes in other tabs.