They are answered by the XTRF community and our experts
Is it possible to receive (send) a notification when the deadline of a particular step in the workflow is overdue and it has not been closed?
I believe receiving a notification for when these 2 options happen at the same time would definitely avoid any type of delays on the Project Management's end, as sometimes it could be difficult to simultaneously keep track of all opened steps in several projects. Notification could be send both to Project Manager and Vendor assigned.
You can specify notification settings in Configuration -> Projects -> Settings. I have these checkboxes in my mind
These notifications are in fact sent only to the Vendor by default, but all defaults can be obvioulsy changed. To add a Project Manager as a recipient, do the following.
1. Go to Configuration -> Notifications -> Notifications -> Templates.
2. Then, choose the wanted one - When job's deadline is nearing.
3. In the Recipient field, add (by clicking on a plus) the Project Manager, just as shown.
Such prepared notification will be send to all people set in the Recipient field, so in this case - to both, the Vendor and the Project Manager.
How can we cancel a quote that the client approved by mistake so they don't need it?
However it cannot be cancelled, each classic quote can be simply deleted - which removes it also from Client Portal :)
How t change my Admin view to be smart view?
OK, it makes sense now :)
Go to top bar's question mark (?) menu and click on Try our new Smart Views
We have raised this question before as well but still...
Our clients send us work orders which have list of movies they want to order along with language pair, movie duration, service requested, etc. Currently the project managers are opening one project for each work order and each movie is one task. Opening a project which has 30 tasks in it is time consuming. A good solution would be getting XTRF to read the work order (can be easily saved as xml) and creating projects automatically (we already have per service workflows).
Anyone else facing similar issue or would like to automate project opening?
To me it looks like a perfect use case for a Smart Connector.
Its role is to start new project or quote based on a repetitive information, or on data stored in a separate file like the XML you mentioned. A connector like this can monitor and capture file uploads to a folder on server disk or in a mailbox.
Here's a YouTube link to our 30-minute webinar on the subject:
And if you are interested in a more technical intro, follow this link to our Help: https://knowledgebase.xtrf.eu/display/XTRFHelp/Smart+Connectors+-+Technical+Guide
I have created a few workflow that have 2 steps in them:
Translation + Proofing
Translation + Editing
I have added both jobs to be part of the receivables, but still, when I use the workflow, I only get the first stage (translation) as a receivable and I need to add manually the second step.
Any advise why is that?
Sure Michal. The quantity will never be copied, but it can be imported from another receivable or payable in this language combination. This is how we deal with such situations.
Keep in mind that the Receivable is automatically added to the task, so that's why there is one instead of two. All additional ones must be added separately and manually.
I can also suggest leaving one receivable, and using Translation + Proofing and Translation + Editing Job Types to label it properly. It will require creating new rates, though it may be faster way to then creating receivables separately in the longer period of time.
Using a Smart Project, how do I automatically assign users to the documents in memoQ, other than using Auto-assign?
I have set up a Smart Project in XTRF which is linked to a memoQ project template. I have Job Offers set up for my vendors in the Smart Project. I send the job offers and the vendor accept and they are automatically assigned in XTRF, but not in memoQ. These same users are also part of the memoQ project template, so they appear in the People section, but they are not automatically assigned, as per the assignments in XTRF.
Please let me know if what I am looking for can actually be done.
I am trying to get translated documents to automatically show up in XTRF in a smart project. The process I am using only has 3 steps, file prep, Translation (memoQ) and Review 2 as Proofreading (memoQ). Upon finishing the files in memoQ, and marking the step as ready in XTRF, the project closes, but no Translated Document files appear in the Files section. In the process, the last step, Review 2 as Proofreading (memoQ), is set to deliver Translated Documents.
What am I missing to make this work automatically?
To download documents back from memoQ, a Vendor must be allowed to work on Bilingual Documents. Even though the file commonly put into the project is a Source Document, it is immidiately converted to a bilingual, when sent out to memoQ. So to make it possible to edit when it comes back to XTRF, Bilingual must be made editable.
When this is done, now there is a memoQ-specific option. Showed box must be checked in. It is to be found in Process Designer, on the bottom of the page.
Check your settings, so they match. If the issues remain, contact rather our Service Desk,as this is the generic answer - and they provide very specific one.
I am trying to change the memoQ analysis settings for a smart project and the only place that seems to change the settings is in Configuration - Integration - External Systems, which would affect all memoQ analyses for all clients. Is there another way for me to set the memoQ settings to be used in a smart project other than the above location? For every project I am looking to have 2 different analyses (using different memoQ settings) for every language.
My current scenario is for a client with 20+ languages so I am trying to avoid having to upload individual CAT analysis files per language.
Thank you for the explanation. Currently, Smart Projects are not as much adjustable as Classics and the memoQ analysis can be pulled only from the Configuration>Integration>External Systems.
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