Questions?

They are answered by the XTRF community and our experts

+2

Round numbers - open PDF templates

Ineke0333 8 months ago in Home Portal / Smart Projects with CAT integration updated by Thomas Mosley 8 months ago 5

Anyone has any idea to round numbers in the open PDF templates in XTRF? 

Our quotes include totals with 3 decimals -> €120,025

Thanks for sharing your thoughts

+2

Target languages should not be automatically deleted when the language's tasks are removed

Will Yao 11 months ago in Home Portal / Classic Projects updated by Thomas Mosley 10 months ago 2

For classic projects.

It seems like a recent patch introduced a new behavior where empty language combinations are automatically deleted from the project when the last remaining language-dependent task is removed from that language combination.

Case:

If I create a class project with 10 target languages.

I then add task workflows for each target language.

Then at some point I had to delete the task workflows in order to change their workflows.

All 10 target language combinations are now automatically deleted when their tasks are deleted.

I would have to make sure to write down what my target languages were, and manually re-add them.

If the project was launched as a quote from the customer portal. I might have no records of what languages were requested from the quote.

XTRF support confirmed this is an intended behavior, but it didn't used to work like this.

Language combinations without tasks weren't automatically deleted in prior patches.

If XTRF intends to delete language combinations without tasks automatically, shouldn't it be made as an option that can be toggled on or off?


I also cannot find any documentation regarding this change. :(

+2

Can you make client custom fields compulsory on data entry?

István Lengyel (BeLazy) 1 year ago in Home Portal updated by Ildiko 1 year ago 2

Hi,

You can add a new client either by adding a client, or from the project creation page (Add project) using the Add Client link. We have a situation where I'd like to add a custom field to the client that I'd like to make compulsory to fill out, and make the entry relatively easy.

My questions are:

- is there a way to make a custom field compulsory, i.e. you cannot enter or save a new client without adding that information? (like in Pipedrive, etc.)

- is there a way to make the data entry easy, i.e. make this field appear on the little form that pops up or the client creation page where only very limited set of data needs to be entered?


Thanks!

Istvan

+2
Under review

How can we edit the instructions content formatting and add images to it?

moneim 3 years ago in Home Portal / Smart Projects updated by Dennis Rosenbaum 3 years ago 3

How can we edit the instructions content formatting and add images to it?

+2
Answered

How is it useful to have specializations in the language combination level for the rates?

Hello:

we are kind of new in XTRF and we are struggling with the rates, specilizations, etc.

Actually, the thing that everytime you add a language combination, XTRF sets the specialization for that language combination to ANY, makes the system to throw results that we don't want while searching for vendors to be assigned to a job.

We don't really see the point of having a specialization in the language combination level when they are already related in the rates' level.

Would anyone be so kind to give us an example on why the relationship between Language combinations and specializations is good for you? Even tough they are already related in the rates' level (list below in the Rates TAB)?

Thanks a lot for your time.

My best regards.

Juan.

+2

Vendor TM rate for different job types

Hi,

Is there a way to set different TM rates for specific jobs?

For example, Translator A is a translator and does proofing as well. For translation jobs he has set default TM rates, that vary according to the match rate type (50-74%, 75-84% ...).

But for proofing all match types (50-74%, 75-84% ...) should be set to 100% of payment. XTRF automatically suggests his default TM rates and we have to manually change them to 100% each time. Is there any way around that?

Kind regards,

Peter

+2

Search for empty dates

Hi,

Is there a possibility to use filter on a date field to select all items that don(t have a date filled in?

For example search all projects where the actual startdate is empty?


+2

LISA evaluation available through vendor portal ALSO for classic projects

Would it be possible to have external reviewers filling in LISA evaluations and getting those results automatically in the job in Classic Projects?

I think this will be interesting for all those companies with external reviewers working on Classic projects...


Any suggestions?? 

+2

XTRF 8.6 - can't drag and drop files into emails from Documents module

Peter Kolar 4 years ago in Home Portal / Classic Projects updated by S_P 4 years ago 5

Hi,

We updated to XTRF 8.6 and now we can't drag and rop files into POs we send out to our vendors. Anyone else experiencing this problem? Or any other bug?


Kind regards,

Peter

+2

Project and Quote numbering scheme

Hi!

My system is set to restart numbering each month and I would like to have it continuous, no monthly restart but a unique ID number and have it set to start from a 5 digit numbering scheme (eg 18256).

Can I use the same numbering scheme both for Quotes and Project? (eg Quote 18900 <Q18900> when is confirmed to turn into Project 18900 <C 18900>?

Is it possible to have a Project without a Quote with the following ID number (eg C 18901)?

Thank you!