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Introduction

Before reading this article, we recommend that you read basic principles of configuration levels. To do so, read this article: How a source file can be processed and what are configuration levels.

Filter templates can be used to specify a configuration for identifying translatable text in a document. Filter templates can be used for:

  • MS Office Excel files, including multilingual Excel files (XLSX, XLS, XML),

  • MS Office Word files (DOCX, DOC, RTF),

  • MS Office PowerPoint files (PPTX),

  • Custom variables, which can be configured using regular expressions.

Depending on the selected criteria, users can choose to localize:

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)

 

Guidelines

Creating a filter template in XTM Cloud UI

  1. As a user with the Administrator role, go to Configuration → Settings → Filter templates → (you can specify if a filter is to be applied at Project, Customer or Global level) → Add template.

  1. The New template popup will open. There are two configuration types for filter templates:

  • Name your template → enter a filter template name:

  • Define the configuration type → it can be a filter or custom variables:

  • Create your configuration → choose the file type for which you want to create a filter template. Select one of the following options from the dropdown:

  • MS Office Word;

  • MS Office Excel;

  • Multilingual MS Office Excel;

  • MS Office PowerPoint;

  • MS Office PowerPoint 97-2003.

Select the configuration applicable to your file extension in the Translate and Other tabs. Then, click Save and add configuration.

3. A newly-created filter will be displayed in its own, separate section in which you can further edit it if needed.

Applying a filter template to a project

To apply a new configuration for a specific project, proceed as follows.

Creating a new project

  1. During project creation, choose the required Filter template from the dropdown in the Translation section:

Updating an existing project

  1. If the project has already been created, you can choose a filter template in the project General info section from the same dropdown. Remember to Save the change at the bottom of the page.

2. Reanalyze the project.

Analysis is performed automatically if you are creating a new project but you need to perform manual reanalysis for an existing project. You can do it from Projects → Project list, by clicking on the context menu for a specific project and selecting Actions and then Reanalyze project.

If you do not want to reanalyze the 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. if you upload a file with the same name and extension as one of the source files, the content of the existing file will be overwritten during analysis.

Good to know!

The new or updated configuration is applied during analysis. If you change any configuration, full reanalysis of any project that was using this configuration is required to apply the changes to all the target languages/files.

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