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Introduction
Prior to studying the content of Before reading this article, you may want to familiarize yourself with we recommend that you read basic principles on of configuration levels. For this, please, check the following To do so, read this article: How a source file can be processed and what are configuration levels. |
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Filter templates can be used to specify a configuration for identifying translatable text in a document. The feature Filter templates can be used for:
MS Office Excel files, including multilingual Excel files (XLSX, XLS, XLMXML);,
MS Office Word files (DOCX, DOC, RTF);,
MS Office PowerPoint files (PPTX);,
Custom variables, which can be configured through using regular expressions.
Depending on the chosen selected criteria, users can decide whether choose 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 Cloud UI
As the a user with the administrator Administrator role, go to Configuration → Settings → Filter templates → (you can choose specify if a filter shall be is to be applied on the at Project, Customer or Global level) → Add template.
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The New template popup will open up. There are two configuration types of for filter templates:
Name your template → provide enter a filter template name:
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Define the configuration type → choose whether it should can be a filter or custom variables:
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Create your configuration → choose the file type for which you want to create a filter template. Select one of the following options from the drop-downdropdown:
MS Office Word;
MS Office Excel;
Multilingual MS Office Excel;
MS Office PowerPoint;
MS Office PowerPoint 97-2003.
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Select the configuration applicable to your file extension in the Translate and Other tabs. Then, click Save and add configuration.
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3. A newly-created filter will be displayed in its respective section where own, separate section in which you can further edit it if needed.
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Applying a filter template to a project
In order to 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 required Filter template from the drop-down list dropdown in the Translation section:
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Updating an existing project
If the project is has already been created, you can choose a filter template in the project General info section from the same drop-down list. Please, do remember dropdown. Remember to Save the change at the bottom of the page.
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2. Reanalyze the project.
Analysis happens is performed automatically if you are creating a new project , but for an existing one you need to perform a manual reanalysis for an existing project. You can do it from Projects → Project list, by clicking on the context menu of for a given specific project and selecting Actions , and then Reanalyze project.
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If you do not want to reanalyze the whole entire 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 the new configuration rules. Uploading if you upload a file with the same name and extension as one of the source files will overwrite , the content of the existing file will be overwritten during analysis.
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Good to know!
The new or updated configuration is applied on the during analysis step. After adjusting If you change any configuration, full re-analysis reanalysis of any project that was using this configuration is required in order to apply the changes to all the target languages/files.
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