Questions?

They are answered by the XTRF community and our experts

0
Answered

Vendor's name not displaying in profile ("Add Vendor" instead)

Seyma Albarino 3 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 3 years ago 5

I've noticed that over the past few days, when viewing a vendor's profile, XTRF no longer displays the vendor's first and last names in the upper left hand corner. Instead, it displays the words "Add Vendor," as shown below:


save image


This seems to be the case regardless of the vendor's status, whether the vendor is an individual or company, or any other variables. 


Any ideas why this might be happening, and how I can fix it? Thanks!

0

Smart projects with many target languages slow

Robrecht Belien 3 years ago in Home Portal / Smart Projects updated 3 years ago 2

Hi,

Is anybody else experiencing extreme slow UI responsiveness when working projects that have 15+ target languages?

Sending out job offers for all languages takes us about 45 minutes :(

0
Answered

Cannot change date filters in Reports

Alexandros 3 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 3 years ago 5

Hi, 


Has anyone else been experiencing this since the launch of XTRF 7? We can no longer change the selected dates for reports (e.g. monthly turnover, monthly profit or anything else which uses the date picker). If you change the date and click on generate, nothing happens. 


I am just wondering since we have reported this to XTRF around 2 months ago and I am surprised noone else has asked about it.


(I posted this in the wrong section earlier, please remove that).

0
Answered

How can I reopen a project that was cancelled?

I thought there used to be a button to change the status but cannot find it anymore. Was it removed?

I also tried adding a workflow step in one of the tasks but the Project and Tasks remain "cancelled". 

0
Answered

Limit projects by branch

Jorge Villafuerte 3 years ago in Home Portal / Classic Projects updated 3 years ago 6

Is it possible to limit branch users (PMs, PCs,) to only see branch's projects, quotes.

0
Answered

Workflow change -> Bundle problem?

Do you experience problems with the bundles when you change the workflow in an existing project?

0
Answered

URL accept

Aleksey 3 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 3 years ago 2

Hello. We have in our email template the E-mail / Text Message to Vendor: When an availability request for one job is sent to vendor - The email / SMS template stopped working when accepting the order $

{acceptReject.accept}

What could it be?


"${acceptReject.accept}" - DOES NOT WORK 

"${acceptReject.reject}" - everything is fine



"${acceptReject.reject}" - everything is fine


0
Answered

Branding logo was set back to default after 8.0.5

Dennis Rosenbaum 3 years ago in Home Portal updated by mark 3 years ago 14

After the update to 8.0.5 our branding logo disappeared and was set back to the default. After changing, the branding logo is not pushed correctly to our invoice templates. I am currently changing them all with a direct link to the image itself. 
Though I consider this to be a bug in the XTRF system. Am I the only one having this issue?

Answer

Hi,
Please accept our apologies for the inconvenience with logo issue in 8.0.5 version. This issue has been fixed already and the fix-pack will be deployed tonight.

0
Answered

Client's preferred vendors

Monika 3 years ago in Home Portal updated by Jelle Maes 2 years ago 15

Hello. I could not find any specific information about how "Client's preferred vendors" work in XTRF. There is only a short release note, but I am not sure if this only works for SmartProjects or for Classic projects as well?


Also, if I choose a set of different vendors under "Preferred vendors" - would the system suggest me to assign them in my workflows, taking into consideration the correct language pair and job type specified in the vendor's profile?


In the release note it was also mentioned the "job offer". Does it mean it would only work for Availability Requests?


Thank you for your reply,


Monika

Answer
Mikołaj Pastuszko 3 years ago

Hello all!

This was already available in Smart Projects, the information about it in Release Notes was specifically about Classic Projects.

So let me show you how you can use it.


First, you need to add the vendor to the preferred list of certain client,

Adding vendor to the Clients Price Profile.mp4

Second, you need to add the filter to the vendor selection view.

Adding filter to the Vendor Selection view.mp4

Be aware that after the first time that you add it, this filter will be automatically filled with the price profile of the Client. Of course, you can always remove this filter. I suggest considering having two different views there, one for 'regular' selection and second for 'preferred by client'. The same view is used when you select vendors for job offers (as I did the full manual approach in the video above) so you don't need to worry about this case neither.


For you that are using the Vendor Filtering Rules, you can add this specific filter also there, please follow the third video down below.


Adding filter to the Vendor Filtering Rule.mp4

I hope it helps! Please let me know if there is anything else you need from this topic.

0
Under review

Is there a way to show deleted tasks in a view?

Cori Alcorn 3 years ago in Home Portal updated by Mikołaj Pastuszko 3 years ago 2

So recently we broke XTRF. It's true. We totally thought it it was the upgrade to XTRF 7, but turned out something in our data combined with some pretty constant and large Browser API calls was breaking things. The folks at XTRF helped us sort it out and suggested that rather than do a Browser API call that downloaded a CSV, we should be doing a plain Browser call and then loop through the resulting pages (since you can only have a maximum of 100 results on a page). 


We were able to figure that out and wrote a connector that did just that and then dumped everything into a mysql database. So basically we are pulling a copy of a view into databases so we can run analytics and other things on it, because we don't have live access to the data in XTRF. 


The XTRF team also made a great suggestion that instead of pulling all the data from forever (which is a lot of tasks in our case), we should just pull the recently modified tasks and do an incremental update, or use api-caching or something else.


This worked great! I have not asked XTRF for an update on the load our API calls are putting on the server, but it was significantly higher (to the point of crashing our system once or twice) before.


We have run into one issue though. Doing such an incremental pull misses a crucial thing: deleted data. We ran into this when one of our financial reports was off by a few thousand. Upon closer inspection, the culprit was the (now obvious) fact that if someone deleted a task or project (and they did) that previously had receivables and value, that task/project would not come up in the view when the script next pulled the data because deleted tasks do not show up in views. Our script currently does an UPSERT into mysql, so it either updates existing records or adds missing ones. Since the deleted tasks don't show up in the view, it can't update them with a deleted status or dropping them from the database.


We could possibly do a periodic audit task that pulls the whole view and compares it to the database and drops records that are not in there. Or we could give up on the incremental update idea and just UPSERT on the whole view every time it runs, but the idea (and it was a good one) that the XTRF team gave us was to streamline things by doing incremental updates. Going back to grabbing all data everytime does not seem like the best solution.


So would there be a way to show deleted tasks in a view? I couldn't find a way to enable this. I was hoping it would just be a status, like Opened, Closed, Cancelled, Deleted, etc. But so far looks like it is not, or at least smart views are excluding deleted tasks.


Anyway, any other ideas that would allow us to keep the incremental approach but still deal with deleted records would be appreciated! We have considered internal processes that say you cannot delete tasks, but clear receivables and then change the category to "To Be Deleted" or something, and then have a daily task that looks for those tasks and deleted them. But not sure a) if API allows for deleting of tasks and b) if that is the right approach.


And for anyone thinking "gosh this guy is kinda going to the extreme! you don't need that much data." Trust me, once you have almost realtime analytics and dashboards that execs can consult when making decisions, it's hard to go back. :)