Questions?

They are answered by the XTRF community and our experts

0

Can't see the Job Manager field in Portals tab

Marcela 5 years ago updated 5 years ago 2

Hello! I have been trying to allow our in-house "vendors" to report time spent on tasks, but I don't see the Job Manager field in the "Portals" tab. Is there a way to enable this? Thanks!

0

Sum of calculation units per match rate for all CAT tool projects (month, year etc.)

Peter Kolar 5 years ago updated by Bartosz Gumuła (XTRF Solution Architect) 5 years ago 8

Hi,

Is there any way I could get a sum of all calculation units for all CAT tool projects in a period of a month or even a year? I need the information by match rate, so how many 101% units, how many 100, 85-99% etc. Any ideas?

Kind regards,

Peter

0

How to access files in partially completed tasks

mark 5 years ago updated by Martyna Pałasz (XTRF Deployment & Training Specialist) 5 years ago 2

I have a project where the task has multiple files. The vendor is delivering the translated documents on a rolling basis. She uploaded the first file, but the other isn't due yet. Because she hasn't marked the job to that task as finished, I can't access the uploaded the file. 


Is there a way to get it? I tried to log in as the vendor in the VP, but it won't let us download. I tried to access the document folder for the project via FTP, but it just shows an encrypted PDF file of some type. 

Any ideas here?

Thanks!

0
Under review

Quote as rate card

Aida Martirosyan 5 years ago updated by Maciej (XTRF Senior Deployment & Training Specialist) 5 years ago 1

Is it possible to create a quote which acts as a rate card? I do not want the rates to be summarised on the first page into one total. 

Answer

There is currently no built-in solution for that. A development suggestion for that has already been raised on the Product Development Ideas forum here.

0
Under review

use free email address input in CRM emails

Wim 5 years ago updated by Maciej (XTRF Senior Deployment & Training Specialist) 5 years ago 1

Hi,

I was wondering if it is possible or if there is a workaround for adding people to a CRM mail that are not in XTRF by directly inputting their email address.

We would like to make use of the CRM templates for making first contact with new vendors that did not find their way directly to the registration form.

Best regards,

Wim

0

How to add CAT analysis percentages to each specific client?

Hello Everyone,

You know that we might not always use the same percentages for pricing for each client. We might agree on special percentages with a client and we want to define these for each specific client instead of seeing the same percentages at all clients while doing the assignments. How can we do that? Can you please help us?

0

Mass deletion of projects?

mark 5 years ago updated 5 years ago 2

We're testing out some API connectivity and we just added 120 fake projects by accident. Oops.

Not a huge deal, but as an administrator, I was just wondering if there is a way to mass delete projects.

I do remember that we have come a long way because I CAN delete project. :)

0

Question about the API - Project Creation and Custom Fields

mark 5 years ago updated by Bartosz Budzyński 5 years ago 6

I have two questions that maybe someone here has experience with.

First, I'm trying to create projects via the API, and it seems that you need to have multiple calls to create a project.  Seems you need to...

  • Create the project
  • Update the source language
  • Update the target language
  • Update the notes
  • Update the due date
  • etc....

Rather than just a single call where you list all the fields to update. 

Is this correct? Am I doing something wrong? This seems like it's more work and more calls than necessary, but maybe it's just the way it is??

Second, I'm trying to update a custom field that contains date and time. However, it seems that the API only supports custom fields that are text fields - not date/time fields. Before I spend more time with trial and error, does anyone know if I'm correct or if we're just doing something wrong?

Thanks so much for your help! 

0

Client Review

Monika 5 years ago updated 5 years ago 3

Hello! Is anyone using Client Review feature in XTRF Customer Portal? 

I have enabled it in the client's profile, but I am trying to add this step to the workflow graph, in the end, and the system is not letting me assign the client's profile to it.

I also added the widget to Client Portal, so the client can see all the projects waiting for final approval. But I am confused how to handle it on the Home Portal - in the workflow definition level.


Client Review_1.png
Client Review_2.png

Best,

Monika