Questions?
They are answered by the XTRF community and our experts
How do you create a new quote using the Home Portal API?
I've searched the API documentation, and all the questions here, but I can't find an answer to the questions - how can I create a quote using the Home Portal API? I see lots of API's which can act on a known quote number, but what about if you have an incoming request which requires a quote to be created before the project can be created? We have a customer who has this requirement, and at the moment we are having to create projects via the API, which we then "disguise" as quotes (basically by sticking the word Quote at the end of the project name).
How to install/renew godaddy ssl certificate on XTRF debian server without apache proxy?
Just go my hands on a server with XTRF but no apache or any other proxy in front.
The ssl certificate will soon expire, and the only advisory on replacing the certificate refers to apache as proxy . I have little experience with the application so any advice on how to add/renew the SSL certificate would be welcome.
Where do you upload files that don't belong in the pre-existing folders in a workflow?
Hi everyone,
I'm curious, do you utilize the existing folder structure in XTRF or did you create new directories too?
For example, if you want to keep one zip file with all of the client's handoff in one place (as is, for safekeeping), where do you put it in the workflow directories?
Or, another example, say you want to store a PDF that is the client's PO for you. Where do you keep that? None of the existing "Input files" folders is appropriate for this.
Did you make new folders for your company, or did you adjust your needs to this particular set of folders?
And, last but not least, how do you handle "Master memories" for specific end-clients? For example, say you have one master TM for an end-client, how does that get updated at the end of each project, so that it will be available for the next one, for all vendors?
Thanks!
Jobs due today widget on Dashboard
Hi,
Is there a way to create a widget with a Smart View for the scope of Jobs? Specifically we would like to create a widget with information corresponding to the view Project > Jobs > Jobs due today.
Is this possible?
Regards,
Lennart
Locking receivables in tasks which are invoiced in third-party system
Hello everyone!
A happy new year to you!
I wonder if anyone has experience with integrating third-party invoicing solutions into XTRF.
Since Hungarian jurisdiction doesn’t enable us to use the in-built invoicing of XTRF, we turned to a third-party service. We managed to build a connector and information is exported on a task by task basis. The third-party service can also call back and write information into custom fields, like invoice numbers, for example.
One problem posed by this solution is that we don’t create any invoices in XTRF, thus the invoiced receivables are not locked, and the already invoiced items can be modified later, which is causing problems in our workflows.
The XTRF dev team recommended to use a periodic job to create dummy invoices, but when we delete an invoice from the third-party system, we would need to remove the affected tasks from the dummy invoices as well, which is not possible using this solution.
In short, we would need a method to lock receivables based on invoices in a third-party system.
Did any of you encounter similar issues before? Would having this option help you with your implementation?
Many thanks for your input in advance.
Create vendor by Macro
I am trying to create a new vendor by a Macro. But I can't get it to work. Anyone got a clue what is missing?
#set($providerService = $utils.getService('com.radzisz.xtrf.service.ProviderService'))
#set($branchService = $utils.getService('com.radzisz.xtrf.service.dictionary.BranchService'))
#set($countryService = $utils.getService('com.radzisz.xtrf.service.dictionary.CountryService'))
#set($defaultBranch = $$branchService.getHeadquarters())
#set($country = $countryService.getBySymbol("NL"))
#set($addressParameters = ["com.radzisz.xtrf.model.dictionary.Country","java.lang.String"])
#set($providerParameters = ["java.lang.String", "java.lang.String", "com.radzisz.xtrf.model.partner.Address"])
#set($address = $utils.createInstanceWithSpecificParamTypeNames('com.radzisz.xtrf.model.partner.Address', $addressParameters, $country, "email@gmail.com"))
#set($provider = $utils.createInstanceWithSpecificParamTypeNames('com.radzisz.xtrf.model.partner.provider.Provider', $providerParameters, "Dennis", "Dennis Rosenbaum", $address))
$provider.class
#set($newProvider = $provider.createReallyEmptyProvider())
$newProvider.setBranch($defaultBranch)<br>$newProvider.setName("Dennis Rosenbaum")
$newProvider.setCompanyName("Dennis Rosenbaum Company")
$newProvider.setAddress($address)
Creating...
$providerService.create($newProvider)
Created...
How to add a Service Level Agreement (SLA) in the vendor portal and automate the process?
Accept-ToS-option is in the signup process but won't show up in the the vendor portal.
My questions:
What is the aim of these ToS? Any template available?
Is there a way to upload a SLA to XTRF and force vendors to sign/accept it during sign up?
Ideally we would like to have people agreeing to a SLA during sign up and then have this stored on their profile.
Anyone with a good working automated process for this here?
How to map TEP to memoQ in a smart project?
How are others dealing with adding a TEP step in memoQ-integrated smart projects? As far as I can tell, the memoQ-mapped steps are already configured and cannot be changed like they can in classic projects.
I am looking to create a TEP step in a smart project that integrates with memoQ so that I can get automatic payables created for my TEP vendors based on the automatic CAT Receivables.
Any ideas welcome!
Thanks,
Jaime
How to share JIRA Service Desk tickets between many people in your company?
When there are several people at your company that should communicate within one JIRA Service Desk request (you want them all to see the logged tickets), two things are needed to achieve that:
Shared mailbox in your company domain
Single JIRA account
Shared mailbox may be created by your local IT administrator. It will allow selected people to receive notifications from JIRA Service Desk. It will also be a mailbox which you will be using to log in to JIRA Service Desk Portal.
JIRA account should be created using the e-mail address of you shared mailbox. Please follow the instructions described in below article: https://knowledgebase.xtrf.eu/display/XTRFHelp/Your+Account+in+JIRA+Service+Desk
Integration between XTRF and a client-based XTM installation
Dear xtrf team,
XTRF seems to have a good integration with XTM. According to your knowledge base this integration works with xtrf as the triggering party, meaning that a quote or project created in xtrf triggers the creation of a project in XTM. We would like to know if that integration can also be used the other way round, meaning a quote created in the XTM installation of our client automatically triggers a quote in our XTRF system.
Kind regards,
Tino
Customer support service by UserEcho