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: Home Portal's users

 


 

 


 

Smart View - Offers

Offers are components of Opportunities. One opportunity may have multiple alternative offers of which only one can be selected by your client. The Smart View Offers page allows you browse offers. You can check the statuses of particular offers, their probability of acceptance by the client and you can edit them

  
 

Offers table

 

You can view and manage the offers. Click anywhere in the row of the particular offer to see its details.

The example provided concerns the default view. Smart Views are very customizable, therefore the example might be slightly different than what you can see on your screen.

The default view columns provide the following information:

  • Opportunity > Name: Name of the Opportunity, which the offer is a part of.
  • Name: Name of the offer. Each offer that is a component of one Opportunity needs to have different name and different details.
  • Status: Status of the Offer. Here you can see for example whether the Offer was accepted or refused.
  • Probability: You can see in this column the percent value which represents probability of creating a project.

 

Checkbox column

You can select the checkbox in the header row to select all the entities in the current page. Click the arrow icon next to the checkbox to open the selection actions menu. In the selection actions menu you can decide whether you want to:

  • Select All on This Page: Every entity on this page is selected.
  • Select All Filtered: Every entity that fulfills the search criteria on every page of the Price List table is selected.
  • Unselect All: Any selected entity is deselected. This option is only available when at least one entity is selected.
iconClick the icon and select one of the available options:
Move column left to move selected column one position to the left.
Move column right to move selected column one position to the right.

Remove column from the view to delete the column from the view.

The remove column option is available only to the user who created the view or the users with global rights rights to customize the views.


  icon

 You can click one of the icons to sort records in columns. Click the appropriate icon to set an ascending or descending sort order in a column.

To change the sorting direction you can also click the column header.


 Context menu

 Right-click on the table row to display the context menu for this entity. The options in the menu are displayed accordingly to the selected entity.

The menu is interactive. The options displayed depend on your selection.


 Edit column You can click the icons in appropriate rows to edit the Offers.
 
 

Search Filter panel

You can narrow down your search results for a desired entity with the search filter.

The Search Filter panel contains individual fields. The search results are updated in real-time when you perform an operation on one of the fields.

You can configure the Search Filter fields for a given object. 

Smart Views are fully customizable, therefore the example view provided may be different than what you can see on your screen.

Reset Filter button

Click to restore the default settings of the Search Filter.

Please keep in mind that the search field might be pre-configured to have some default value or setting. When you click the Reset Filter button, you just restore the default settings of all fields.

The button becomes available when the default setting of any field is altered.

Search fields

You can define your search settings defining your search parameters, therefore perform the actions:

  • Type in the text into the field.
  • Click the drop-down menu and select an option from the drop-down menu.
  • Click the field and select the time range from the calendar.
Search Field operator

Some of the fields have operators which determine the operation of the search filter. The operator is marked as a link in the search field operator header.

Click the selected operator to change its settings. The operator will toggle between the available settings.

  • is: Only entities that exactly match the selected criterion are displayed
  • is not: Entities that are different than the selected criterion are displayed.
  • is any of: All entities that match selected criteria are displayed.
  • is none of: Only entities that are different than the selected criterion are displayed.
  • is all of: Only entities that match every selected criterion are displayed.
icon

Click the icon to restore the default setting of this single search field.

 
 

Actions area

Use the buttons displayed to perform actions on the selected entities .

Action panel is an interactive field; it displays only buttons for actions which can be selected by a given user.

You can only perform the operations which you are given access to.


Export button

Click to format the data from the entity table.  You can export the data to the file, therefore you can use it in another application. When you click the button, the Export Data pop-up window appears.


Export Data Pop-Up Window

Export type drop-down menu

From the drop-down menu select the option of the exported format within the separator for the exported data.

To use the exported files with other applications you can decide which separator might be used in .CSV files:

  • A file where columns are separated by semicolons;
  • A file where columns are separated by commas;
  • A file where columns are separated by tabs.
Export
button
Click to download the .CSV file. Depending on your Web browser settings a file manager window might appear asking you to choose the location where you want to download the generated file.
Close buttonClick to to resign from exporting the data and close the window.

this button only appears when none of the entities is selected.


   icon  Use the radio button in the Number of items per page section to select how many entities should be displayed on one page in the table below.

Use the radio button in the Number of lines in a single row to select how many lines should be displayed in one table row, select:

  • 1 line -  the table row contains 1 line regardless of the amount of content in the entity.
  • Max lines: - use the drop-down menu to determine the number of lines displayed in a single table row.
  • Fit to content - the number of lines displayed in a single row is adjusted automatically depending on the amount of the displayed content.
 
 

View drop-down menu

 

You can manage how and what information is displayed in the Offers table. Use the View drop-down menu to select and manage view . With this menu you can select the view you want to work with and also create new custom views.

 

Currently selected view title stands bold in the drop-down menu.

Smart Views are fully customizable, therefore the example view provided may be different than what you can see on your screen.

 

icon

Click the icon to edit the view. Selected view is displayed in the view editor.

The Edit option is available only to the user who created the view.

icon Click the icon to create a new copy of the selected view.
icon

 Click the icon to delete the view.

The Delete option is available only to the user who created the view.

Add New View Click  to create a new view. The view editor is displayed. 

Edit Smart View

Edit Smart View

Smart Views are very custom friendly. You can comfortably change the order of the filters and columns as well as add new and remove unnecessary ones.

To change the order of fields or columns simply click on the desired field or column name and drag it to another location.

Name   field   sectionYou can provide the name of the new Smart View or edit the name of the existing one.
Filter configuration sectionYou can decide which filtering criteria are available for this Smart View.
Columns configuration   sectionYou can specify what kinds of columns are displayed and in what order.
Sharing View sectionYou can specify to which users this view is available.
Save Changes buttonYou can click this button to save any changes you made to the Smart View and leave the editing mode.
Cancel buttonIf you are unhappy with the changes you made, you can click the Cancel button do discard the changes and leave the editing mode.

Filter configuration

In Smart Views you can configure which filter options are available and what are the filtering rules.

There are three kinds of fields:

  • Type-in fields,
  • Drop-down menu,
  • Calendar field.

You can set up properties of every kind of field. To configure a field click the cog icon on the right hand side inside the field.

Add Filter buttonYou can add another filter to the Search Filter panel by clicking the Add Filter button or by clicking the section wit the + icon. You can select multiple filters at the same time.
Padlock iconYou can lock the Search Filter section on a certain option. Select the option and click the padlock icon. Locked sections cannot be modified outside the editing mode and therefore the locked option will be always active in search queries while this view is active.
Type-in field

You can click the cog icon to configure properties of the field. When you click the icon, the restriction type selection pop-up appears.The restrictions includes:

  • Case-insensitive Match: The filter will search for provided text and will not be case-sensitive.
  • Equals: You will need to provide the exact name of the searched item. This option is case sensitive.
  • Starts With: When you provide a few letters of the word, the system will search for all items which names begin with these letters. This option is case insensitive.
  • Ends With : When you provide a few letters of the word, the system will search for all items which names end with these letters. This option is case insensitive.
  • Wildcar d: You can search for incomplete words using the asterisk "*" to indicate some missing characters and the question mark "?" to indicate one missing character. This option is case sensitive.

You can select only one restriction.

Drop-down menu

Clock the cog icon to configure the properties of the menu. When you click the icon the configuration selection pop-up window appears. The configuration include:

  • Include not active: The drop-down list will include even inactive items.
  • Multiple selection: The drop-down menu will allow selecting multiple items from the list.

You can select multiple configuration options.

Calendar fieldIn edit mode you can select a date in this field. The selected date will be treated as a default for the edited view. Therefore, every time you reset the search filter in this view, this field will return to the date selected in the edit mode.

Columns configuration

You can set up which and how columns are displayed in the entity table.
Add Column buttonYou can click Add Column button to add new columns to the table.
Managing columns

Hover your mouse over the column name.

Click the X icon to remove the column from the table or click the cog icon and select the Remove Column from View option.
Click the arrow icon to sort records in the column. The direction of the arrow shows you whether the sorting is ascending or descending.
You can click and drag the column to other location in the table or you can click the cog icon on the right hand side in the column name field and select the Move column to the right or Move column to the left option.

Share View

The views that you edit or create can be shared with other users. They will be able to use your views but only you can edit or remove them.
Private radio buttonYou can select this option if you wish this view to be available only for you.
Share with groups radio buttonYou can select this option if you wish this view to be available for other user groups. Selecting this option unlocks the Select groups drop-down menu. You can select the user groups that will be enabled to use this view.
  

 

 

 

  The license could not be verified: License Certificate has expired!