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Introduction
Prior to studying the content of this article, you may want to familiarize yourself with basic principles on configuration levels. For this, please, check the following article: How a source file can be processed and what are configuration levels. |
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Depending on the chosen criteria, users can decide whether to localize: | ||
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sheet names | hyperlinks | formulas |
comments | text in hidden sheets | text in hidden cells and rows |
conditional formatting | numbers | text in specified columns |
text in a specified color (multiple colors can be selected) | text with applied style (e.g. bold) |
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Guidelines
Creating a filter template in XTM UI
As the user with the administrator role, go to Configuration → Settings → Filter templates → (you can choose if a filter shall be be applied on the Project, Customer or Global level) → Add template.
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3. A newly-created filter will be displayed in its respective section where you can further edit it if needed.
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Applying a filter template to a project
In order to apply a new configuration for a specific project you shall proceed as follows.
Creating a new project
During project creation stage, you can choose the desired Filter template from the drop-down list in the Translation section:
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Updating an existing project
If the project is already created, you can choose a filter template in the project General info section from the same drop-down list. Please, do remember to Save the change at the bottom of the page.
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If you do not want to reanalyze the whole project, you can always upload a new file to it via the Files tab. This file can be added to existing ones or replace one of them. In this case, only newly uploaded files are analyzed with new configuration rules. Uploading a file with the same name and extension as one of the source files will overwrite the content of the existing file during analysis.
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Good to know!
The new or updated configuration is applied on the analysis step. After adjusting any configuration, full re-analysis of project that was using this configuration is required in order to apply the changes to all the target languages / files.
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