TL;DR
'Multiple change' functionality is now available for project groups.
Tracking of the last target files delivery to the client is available on the Files card.
Integration with XTM Cloud offers more file management options.
New features
Multiple change for project groups
Get more from XTRF Project groups! The incredibly useful 'Multiple change' 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 change, 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.
For details, see the
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.
We have also added the Files sent to Client card on the right-hand side panel, where you can:
check the number of files already sent to the client.
click the See Files link to open a popup with the details of all sent files.
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
Update source files in an ongoing project
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.
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.
Source file updating can also be executed via HP API.
Delete source files and bilingual documents from an ongoing project
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 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 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 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 Name option that 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. |
Component | Bug | Fix |
Additionally, some technical fixes were made.