License Agreement
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 your XTRF Customer Success Manager.
Target audience: Home Portal's users
View Editor Pop-up Window | |
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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:
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:
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Sort by drop-down menu | To decide how the data in each column is going to be sorted, select the preferred option from the drop-down menu. |
Ascending Sort checkbox | By 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 menu | You 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 button | To finish creating a new view, click the button to save your changes. |
Cancel button | Click this button to discard any changes and close the View Editor pop-up window. |
Restore Defaults button | If 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 checkbox | Select 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 field | You 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. |
icon | 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.
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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:
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Expand All button | If you prefer to see all the criteria expanded click the Expand All button. |
Collapse All button | To hide configurations of all criteria click the Collapse All button. |
Save button | To finish creating a new view, click the button to save your changes. |
Cancel button | Click this button to discard any changes and close the View Editor pop-up window. |
Restore Defaults button | If 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:
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Save button | To finish creating a new view, click the button to save your changes. |
Cancel button | Click this button to discard any changes and close the View Editor pop-up window. |
Restore Defaults button | Although 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. |