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

 


 

 


 

Workflow Resources display

The Workflow Resource sub-tab is where you can browse or upload resource files such as translation memory, terminology or segmentation rules to be used in the client's workflows. For the client's projects, you can just select from the system the resource files to be used in the workflow instead of having to manually upload the files for each project.

Updates made to the resource file by the vendors during their respective activities are implemented in both XTRF Platform and the selected external system. If there is no translation memory or terminology file for a given language combination prior to the start of a project, XTRF Platform can create a default resource file based on the actions performed by the vendor (e.g. translations made by the translator and corrections made by the proofreader) to be used for later projects containing this language combination.  

Workflow Resources subtab

In the Workflow Resources subtab you can set up the global settings for project resources.
Add Default Translation Memory if needed   checkboxSelect the checkbox to have a default translation memory file created after the completion of a project for a language combination which previously did not have one.  
Add Default terminology if needed checkboxSelect the checkbox to have a default terminology file created after the completion of a project for a language combination which previously did not have one.
Client-specific Configuration in External System checkboxClick the links to access the XTM edit window for configurable options which are not available in a normal integration.

Search Filter panel

You can limit your search results for desired entity with the search filter.

Search buttonClick to begin filtering the data.
Reset   Filter ButtonClick to restore the default settings of the Search Filter.
Search Filter options

Search Filter options are available on the display to narrow down your search results. You can use one or more options within one operation.

Search Filter Options

Please, bear in mind that the Search Filter panel in Workflow Resources display is not configurable unlike in any other area of the Home Portal. The set of filters is fixed and it is not possible to add or hide any of the filters.

 Displaying Search Filter panel
  • To adjust the width of the filter, click and hold   icon. While holding the icon, move your cursor to the left side of the screen to decrease or to the right side to increase the size of the filter.
  • To close the filter, click the highlightable field below  icon.
  • To open the filter, click the highlightable field below  icon.

Workflow Resources

In the Workflow Resources list you can see resources available in the Home Portal.

The default view columns provide the following pieces of information:

  • System: System type of the resource.
  • Resource Type: Type of the resource.
  • Name: Name of the resource.
  • Client Name: Name of the client for whom the resource is dedicated
  • Languages: Source and Target language that are a subject of the given resource.
  • Open/Download: The links provided in the column allow you to download the resource to your local machine.
  • Edit: You can edit the resources.
  • Delete: You can remove unnecessary resources.
Add  buttonYou can add a new resource to the Home Portal's database.
Page navigator

You can navigate comfortably through the pages of the Workflow Resources list.

  • To advance to a desired page, click the available page number.
  • To go to the first page, click the   icon.
  • To go to the previous page, click the   icon.
  • To go to the next page, click the   icon.
  • To go to the last page, click the   icon.
Import button

You can click the button to upload new files or manage existing ones. As you click the button the Select/Upload   Files pop-up window appears.

Bear in mind that files associated with clients whose data is restricted are not visible for unauthorized users.


Select/Upload Files Pop-up Window

Explorer TreeYou can browse available folders and manage files stored in them.
Selection button

Select at least one file and click the Selection button to perform the following actions on the file:

Download as ZIP optionThe option allows you to download files to your local machine in as a .ZIP archive
Download optionThe option allows you to download files to your local machine.
Rename optionSelect this option to change the name of the file.
Delete optionSelect this option to remove the file.
Refresh optionIf the files were changed, select this option to refresh the files and view their updated versions.
Folder button

Click this button to perform actions on the currently selected folder.

Download as ZIP optionSelect the option to download the entire folder as a . ZIP archive
Upload optionThe option allows you to upload additional files to the folder. When you select this option the Upload File pop-up window appears.
Rename optionSelect this option to change the name of the folder.
Delete optionThis option allows you to remove the folder and its entire content.
Create Directory optionThis option allows you to create a new subfolder within the selected folder.
Refresh optionIf the files were changed, select this option to refresh the files and view their updated versions
Upload Files buttonThe option allows you to upload additional files to the folder. When you select this option the Upload File pop-up window appears.
Customize button

You can customize the way the folders and the files are displayed. When you click this button the Customize pop-up window appears.

 

Customize Pop-up Window

Customize pop-up window

Customize pop-up window allows you to determine the way in which the items are displayed in the Select/Upload Files pop-up window.

Show Tree checkboxYou can select the checkbox to display the explorer tree.
Show Summary checkboxIf the checkbox is selected, the summary of all folders contained in the folder is displayed
Unfold Nodes checkboxIf the checkbox is selected, the content of the folders contained within other folders is displayed instead of the folders themselves.
Show Filter checkboxIf the checkbox is selected, a filter field appears. The filter field allows for searching particular files and limiting displayed items.
Enable Split View chechboxYou can select the checkbox to easier manage the files. If the checkbox is selected, you can view and manage two folders at the same time.
Columns multiple selection field

You can decide which columns are displayed in the Select/Upload Files pop-up window.

  • Click the Add button while the item in the Available Items section is selected to move it to the Selected Items section
  • Click the Remove button while the item in Selected Items is selected to move the item back to the Available Items section. 

You can also manage the order in which the columns are displayed.

  • Click the Up button to move the item up in the Selected Items section
  • Click the Down button to move the item down.

The items at the beginning of the list are displayed earlier in the table.

OK buttonClick the button to confirm and apply all the changes.
Cancel buttonClick the button to discard any changes and close the pop-up window.
 

Name columnThe column displays the names of the files or the folders stored in the selected folder.
Last Modification columnThe column provides the information about the date and time of the last modification of the files or folders.
Size columnThe column provides the information about the size of the files.
Next buttonWhen you have selected required files, you can click the Next button. You are taken to the Select Resources pop-up window. Previously selected files are displayed on the list. You can import all by clicking the Save button or, if you changed your mind, you can deselect unwanted ones and import only the ones that you find necessary.
Cancel buttonYou can click this button to abandon the importing process and return to the Workflow Resources list.

Refresh buttonClick to update the entities in the Workflow Resources list.
View: ViewName menu

Click the menu to decide what and how information is displayed in the Workflow Resources list. You can use the default view or you can adjust the view to your needs.


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 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 click 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.
 
 

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.
 
icon

Click this icon to manage multiple Resources at the same time.

Select All optionAll entities get selected.
Deselect All optionAll entities get deselected. This option is only available when at least one entity is selected.
Activate Selected optionSelected entities become available for use while creating a new entity
Deactivate Selected option

Selected entities become unavailable for use while creating a new entity

Inactive Entities

Please mind that although you can make an entity unavailable, the entity is still kept in XTRF Platform. Therefore you can make it active within one click any time.

Mark as Preferred optionSelected entities become preferred, which means they are at the top of the list when creating a new entity.
Mark as Not Preferred optionSelected entities are removed from the preferred list.

iconClick the icon in the proper row to modify the details of the existing Resource.
icon

Click the icon in the proper row to delete the Resource. The confirmation pop-up window appears:

  • Click the OK button to delete the Resource from XTRF Platform.
  • Click the Cancel button to abandon the delete action.
Edit buttonClick to modify the tab.
Save buttonClick to apply any modifications.
Cancel buttonClick to discard any changes and leave the edit mode
Add Quote buttonClick to create an estimate for a project of this customer.
Add Project button

Click to create a project for this customer.

  

 

 

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