Questions?

They are answered by the XTRF community and our experts

0

Multiple Change feature to add photo's to more than one client's social media account

Gabi 1 year ago in Home Portal 0

Hello Everyone :)

I wanted to ask - is it possible to add a photo to more than one client in the portal at the same time?

We would like to be able to do it in the Main Data -> Social Media tab.

Thanks in advance!

0

deleting project and/or quotes via api

Karl 1 year ago in API updated 1 year ago 4

This is really frustrating.

I'm writing integration tests for my xtrf frontend interface UI.

I'd like to build up a client, add a project or quote to it, delete the project/quote and delete the client, e.g., cleanup.

There's no provision for deleting a project or quote via the api, and I can't delete the client as there is now a project or quote attached to it.

What's up with this?

0

Macro to add a category to provider invoice

Alexandros 1 year ago updated by Angela Madrid 1 year ago 9

Hi,

I have been trying to create a macro to run after a periodic job that creates invoice specifications which will add a specific category to the invoices specifications created. The reason is, we want to be able to distinguish which branch each provider invoice should be made out and confirm the providers invoice the correct branch.

The problem is, I cannot seem to find how to add a category to a provider invoice using a macro. If it were a custom field (which are not available for provider invoices for some reason), it would be straightforward.

Has anyone done anything similar before? 

0

Awkward handling of contact addition to non active client

Karl 1 year ago in API 0

We had a recent discovery with a custom app that, as part of its workflow, creates a client contact if not already defined (by email) in the client.

This app failed to take into account the "status" state of the client and would attempt this regardless.

We found the home API is perfectly fine with creating a "person" with first name, last name, email against a "Potential" client. However, when an attempt is made to edit this new contact with mailing address through the client API will issue a access error.

This seems to be an disconnected decision. I would have expected to not being able to add the person in the first place. As this is, the app would create the contact but then failed trying to complete the process making a mess of the contact state.

How would I post a change request to the home API to change this behavior?

0

Wrong memoQ analysis in XTRF-memoQ integration

Myriam Garcia 1 year ago in Home Portal / Smart Projects with CAT integration updated by rodrigo 1 year ago 3

Hello, 

We have identified that the XTRF-memoQ integration is giving us wrong CAT tool analysis, and we have now to check manually each one of the word counts. 

Has anybody else experienced this issue? I have already shared a ticket with support, but was curious to see if anybody else had the same experience. 

0

Change time zone

grigori 1 year ago in Home Portal 0

Hello everyone,

How do we change the time zone of the system? We need to do it since Mexico stopped using summer time as of this year, and our system clock is now one hour ahead. I'm sure it's obvious, but I can't for the life of me figure out how to proceed.

Thanks!

0

Set Client Project Number with API

Norbert Grabowski 1 year ago in API 0

Hello,

I am currently using the XTRF API to create classic projects. In the graphical user interface there is an entry "Client project number" at the end. Is it possible to set the value via API? As I have seen it is not a custom field. 

Best regards

Norbert

Image 2482

0

How to create a project in the new "smart" view

Alaina B 1 year ago in Home Portal / Smart Projects updated by Juan (Comunica Translations) 1 year ago 2

Hi there, I'm a fan of the Classic View of XTRF - I use XTRF in the spring as an example of how to manage vendor performance and capacity in a quality management class I teach. I've just logged onto the system per usual in the spring, to find that my access to the Classic View has been discontinued. I can now only use Smart View, which means that the work instructions I have written for my classes will need to be rewritten. I've tried doing a general search for "how to create a project in "smart" view of XTRF" and only more "advanced" topics come up. The resources I've found on YouTube are all outdated. In XTRF Academy, I'm blocked from accessing content on how to set up projects in Smart View until I complete prerequisites. I do not need the prerequisite training.

Could someone help me with the simple question of how to create a project in "smart" view? I need to create multiple language projects for my students to practice assigning and rating vendors, and I'm finding it to be very complicated to set up, with any work instructions via XTRF that I am able to access being outdated.

If someone could point me in the direction of an accurate, current work instruction on creating a project in XTRF, I would be most grateful.

Best,

Alaina Brandt