Questions?
They are answered by the XTRF community and our experts
Workflow Directories . add items
Hi,
Is it possible to add items to the Workflow Directories list?
I tried adding it through this menu, but it does not add the item to the Workflow Directories.
Kind regards,
Peter
Hi Peter
The list of workflow directories in the Task is fixed and it is not possible to add anything to that list. There's one directory for each file category + one directory for the Task output.
Best regards,
Marek
Is it possible to serch in view on multiple clients?
Hi,
Is it possible to search on multiple clients (or in any other text filter) by using some sort of expression?
eg: If I have a view with the filter "client name" can I search for "client x" and "client y"?
Regards,
Hi Robrecht
It depends on which module you have this view because some filters are not available in all modules.
When it comes to the filters there are several types of filters in the system (just like the types of custom fields): tex type, selection, date etc.
The "Client name" filter is the tex type, it's a simple text filter and it is not possible to use it for this purpose. It will allways search the inserted strings of characters againts the names of your clients.
But there is another filter called "Client" and it is a selection type. For example in projects module you will find this filter in the Client group
Please bear in mind to select the multiple selection in the configuration of the filter. This way you can search for projects of more then one client.
This filter is available for views in: Opportunities, Quotes, Projects and Invoicing modules.
It is not available in the Clients module.
Best regards,
Marek
Rates in projects/tasks view
For external reporting purposes we need report on word rate that was invoiced. Now I only see the possibility in the view to add totals. Is there way to have this more specfied? So in our report we want to be able to retrieve information like 21 cents per word for 6000 words.
Thanks if you can help.
Hi Krijn
There's no column in the system that could show you such information. It is possible that it could be added as a Custom Column (Virtual column).
There are some examples of column code already shared by the community, you can try to search there for something similar:
https://xtrf.userecho.com/communities/8/topics/633-sharing-virtual-column-code
Or you can contact your Customer Succes Manager if you'd like to get this kind of customization from our Customization Team.
Best regards,
Marek
Change or remove LISA evaluation score
I was surprised to find out that it is not possible to change or delete LISA evaluation scores in Smart Projects. Helpdesk asked me to raise the question here.
So what are you to do if the wrong score was submitted, or in our case, you simply want to remove LISA evaluation scores because you're not using that scoring system anymore?
HI Sancho
It is not possible to remove the LISA evaluation once it was submitted. But you can change the score by changing the Error storage and submitting it again. The system will recalculate the score.
Release notes for 8.1.7 and 8.1.8
Could you please add the release notes for these two versions? Looks like SaaS was updated to 8.1.8 on November 10. Would be good to know what was addressed in these patch fixes. Thank you!
API connection error
I'm curious. On October 28, one of our API connections stopped working. Not all of them, but one of them returns an 500 Internal Server Error.
1) @XTRF, where there any changes made on October 28 that could have impacted our API?
2) Anyone else, did this happen to you? Or is this an isolated issue?
Thanks!
How to modify the digit number kept after the decimal point?
For some of our clients, the unit rates sometimes keep 3 digits after the decimal point, however, we found that XTRF keeps 2 digits after the decimal point by default. We wonder how to update this to make the quotes more accurate to our client. Thanks!
How to map LSP between XTRF and CAT tool
Hello, I wanted to ask if anyone know how to map an LSP (created specifically in XTM) between XTRF and XTM (but if you managed to do so between different CAT tool, like MemoQ - any advice would be helpful!).
Whenever I try to map the agency profile in XTRF with the LSP in XTM and I run a project with connector in XTRF, a duplicated vendor in XTM is created, instead of assign the existing LSP.
Any advice on how to approach it would be great!
Thanks
Customized invoice
Hello
I need to know how to customize the clients's invoice template if some of them has a preferred one or has some specific items to appear in the invoice
please let me know how to do it
Thanks
Hi Ali
To customize the document template you need to change the .rtpdesign file and upload it back to the XTRF as a new template.
Here you can find an instruction.
Regarding the document template customization we can do it for you as an additional service, in that case, please contact our support or your Customer Success Manager.
You can also do it on your own but please be aware that modification of the template file might require some coding knowledge.
Here you can find an instruction that might help.
Best regards,
Marek
Hi Will
When you convert a Quote to a Project new entity is created. It means that the Quote and Project both exist in the system. I'd suggest canceling the Project, the Quote will remain as approved. After conversion (approval), it's not possible to reject the quote. You can leave an internal note on it that it was approved by mistake.
Option number 2 is deleting the newly converted project, but in a situation where the Quote is approved system will have to delete both, Project and the associated Quote.
Best regards,
Marek
Customer support service by UserEcho
