Versions Compared

Old Version 9

changes.mady.by.user Oksana Vishchuk

Saved on

compared with

New Version Current

changes.mady.by.user Agnieszka Przysiuda

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
Panel
panelIconId1f4a1
panelIcon:bulb:
panelIconText💡
bgColor#E3FCEF

TL;DR

  • 'Multiple change' functionality is now available for project groups.

  • Integration with XTM Cloud allows updating you to update source files in ongoing projects.

  • Tracking of the last target file delivery to the client is available on the Files card.

  • Integration with XTM Cloud offers more file management options.

New features

Multiple

change

Change for project groups

Get more from XTRF Project groups! The incredibly useful 'Multiple changeChange' functionality is now also available for Smart projects and quotes linked to a group. It enables you to simultaneously assign people responsible for those projects and quotes (PM, salesperson, account manager, and project coordinator) and edit the following fields:

  • Client reference number.

  • Categories.

  • Client notes.

  • Internal notes.

  • Client deadline (for projects).

  • Expected delivery date (for quotes).

  • Offer expiration (for quotes).

To use Multiple changeChange, open the required project group, select the required Smart projects or quotes, and click the Multiple Change button at the top right-hand corner of the Linked Projects/Quotes card.

Multiple change.pngImage Added

For details, see the Use the Project Groups feature and https://xtm-cloud.atlassian.net/wiki/spaces/XKB/pages/3404365895/Use+the+Multiple+Change+option#Smart-projects-or-quotes-linked-to-a-project-group articles.

Continuous localization for integration with XTM Cloud

Now, if you add to an XTRF Smart project a source document with the same name as the existing one, the integration offers you two options:

  • To rename this file and add it to the XTM Cloud project as a new source file.

  • To update the existing source document. As a result, the existing source document is replaced with the new one, and the bilingual documents in XTRF get replaced with the new ones from XTM.

Continuous localization.png
Info

  • This functionality works for projects created in XTM Cloud and XTRF, but the source documents must be added to an XTRF project.

  • You can update source files even in a Started project.

Source file updating can also be executed via HP API.

For details, see the https://xtm-cloud.atlassian.net/wiki/spaces/XKB/pages/3252388686/XTM+integration+for+Smart+projects#Continuous-localization-(file-updates-in-ongoing-projects) article.

Improvements

Tracking file delivery in Smart projects

No more wondering whether and when the target files were sent to your client. The Files card gets a new Last sent to client column that displays the timestamp of the latest file delivery event.

Files.png

We have also added the Files sent to Client card on the right-hand side panel. In it, where you can:

  • check the number of files already sent to the client.

  • click the See Fileslink to open a popup with the details of all sent files.

Sent to client.png

The Files sent to Client card is also present in Closed projects where no files were sent to the client.

Improved file management in the XTM Cloud Smart integration

Delete source

files

and bilingual documents from an ongoing project

Info

  • This functionality works for projects created in XTM Cloud and XTRF, but the documents must be deleted in an XTRF project.

  • You can delete files even after the XTM Cloud workflow has started.

Deleting a source file document in XTRF will now result in deleting the corresponding bilingual documents in XTM Cloud (for all target languages) and XTRF (for all target languages and jobs).

Deleting a bilingual document in XTRF will result in deleting the corresponding bilingual documents in XTM Cloud (for the selected target languages) and XTRF (for other XTM workflow jobs for the selected target languages).

Deleting source files documents can also be executed via HP API.

Manually download the CAT analyses from XTM Cloud

From now on, you can manually download CAT analyses for all bilingual documents of an integrated Smart project. Just open Open the File actions menu on the Files card and click the Get CAT analyses for all documents option.

Manually download the translated documents from XTM Cloud

No more waiting until the project is finished to get the target files! For XTM Cloud-integrated projects, the File actions menu of the Files card now offers the Get all target files from the CAT tool option that . It allows you to download all XTM target files manually at any moment.

New connector for the XTM Cloud Smart integration

Several technical improvements behind the scenes will make your integration more stable and easier to maintain.

No actions required! The only changes you may notice are on the integration page, where the read-only field Connector App URL is now displayed, and the Password field has replaced the Token field.

Warnings & Announcements 

Minor improvements and relevant bug fixes

Component

Improvement

Smart project - Files

The Added by column displays the name of the user who added a specific file instead of the project's PM.

Smart project - General,
Smart quote - General

The new date validation mechanism prevents invalid date input in the Client deadline, Ordered on, Offer Expiration, and Expected Delivery Date fields.

Vendor Portal

Formatting settings from the Vendor contact person profile in the Home Portal are now respected in the Vendor Portal.

Invoicing

Improved handling of large invoices with associated email messages.

Files

Improved file stats calculation behavior for performance optimization.

System – Performance

Performance fix related to unoptimized SQL query.

Component

Bug

Fix

Invoicing – Vendors

Quantity fields displayed different values from the saved one that was used for calculating payables.

In edit mode, Quantity fields display the saved value in full, and in display mode, the value is formatted according to the Quantity format setting.

Classic projects and quotes

The job’s status couldn’t be changed from Accepted to Open in the job’s Main Data display.

Job status can be changed everywhere.

Pricing and Rates

Rates in project and quotes and edited rates on invoice item level were cut to 5 decimal places instead of 10.

The limit of decimal places for invoice items and project and quote rates is increased to 10.

Configuration – General

When users changed their clientId and clientSecret for the OAuth 2.0 authorization, there was no possibility of regenerating a new token in XTRF.

The Generate new token button is now also visible after the value of the Client ID or Client Secret fields has changed.

Vendors

An unnecessary entry with an internal ID was displayed in the Vendor profile History tab.

No unnecessary entries are displayed in vendor history.

Integrations – CAT – XTM

In projects involving over 60 languages and several XTM steps, CAT analyses were uploaded multiple times, prolonging the file-adding process.

The issue was solved by optimizing the handling of analysis creation events.

Smart projects and quotes

The Added by filter did not work for links.

The Added by filter works for both files and links.

Smart projects and quotes

No warnings were displayed when the character limit had been exceeded in Client notes and Internal notes fields.

The warning message is displayed as expected.

Additionally, some technical fixes were made.