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Answered

Vendor selection rules, in Smart Projects, does not contain enough filters

Jaime Zuniga 3 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 3 years ago 4

I am trying to set up a vendor selection rule in a smart project and am running into an issue. This particular account is multilingual and we use only MLVs for each language. Some of these MLV's languages overlap with the other MLVs. So the use of a particular category does not necessarily help to distinguish the languages. For instance, let's say ABC Corp offers ES-ES and PT-BR, while XYZ also offers those languages, but I want to use ABC for ES-ES, and XYZ for PT-BR, and since this is a smart project, I want this to be automated.


In a classic project I run into the same problem, but I circumvent the problem by adding a filter for Target as Native Language under Vendor. This filter is not available in a smart project. Can anyone offer advice on how this can be done in a smart project.


Thanks,

Jaime


Answer

Answer
Answered

A request for development has been placed on our Ideas forum: http://xtrf.userecho.com/topics/593-add-more-filters-in-smart-project-vendor-selection-rules/ - comment & upvote if you miss any specific filters.

My way around that issue was to create categories and filter by category.  Not sure if there is a better way.

Categories is the best way to structure the vendor selection rules. You can be creative with the categories, depending on your needs, e.g. top translator business, top translator customer x, top scandinavian, etc. Whatever will work best for you.

I get that categories are really useful for selecting vendors but in my particular scenario where I have 2 vendors that offer the same languages, and I want a particular vendor for a particular language, I am not seeing the way to assign one to a specific language, since they both offer the same languages, and the category only offers any of and none of as options. Categories are not inherently tied to any language, so in my case both vendors are likely candidates for both languages.


In the suggestion offered by Sancho, for example, if I created categories called Top Spanish and Top Portuguese both vendors would still qualify since the Category option says "any of", and either language could get assigned to either vendor.


Jaime

Answer
Answered

A request for development has been placed on our Ideas forum: http://xtrf.userecho.com/topics/593-add-more-filters-in-smart-project-vendor-selection-rules/ - comment & upvote if you miss any specific filters.