Zendesk: XTM Cloud UI guide

Owned by Damian Rozmiarkowski (Unlicensed)
Last updated: Jul 17, 2024 by Damian Rozmiarkowski
3 min read

Introduction

The idea of the repoconnector is that it is installed and configured in the back-end of a particular XTM Cloud instance. However, once set up by the XTM International Support team, our application offers a certain amount of freedom for the client in managing buckets and tasks within the XTM Cloud UI.

IMPORTANT!

Remember that it is impossible to set up the Zendesk connector via the XTM Cloud UI. This needs to be done by the XTM International Support team instead!

Buckets

Overview

  1. UI management takes place in the XTM Connect tab.

  2. Once there, select Buckets.

  3. If there are more than one repoconnector configured on your XTM Cloud instance, select Zendesk.

  4. A list of existing buckets is displayed.

Finally, in Configuration → Settings → System → XTM Connect, you can specify which Project Managers will have access to the tab mentioned (administrative privileges required!).

Modifying existing buckets

The bucket context menu also contains a couple of basic actions for a particular bucket.

  • Deactivate the bucket → As the name suggests, you can deactivate a particular bucket.

  • Delete → You can delete whole buckets (note that this action is irreversible).

  • Select articles for translation → This option is only available for buckets whose tasks are created manually. It opens a new window in which you can browse your repository (to the extent that your configuration allows you to), select categories/sections/articles for translation and create tasks.

    • In the panel, you can perform basic filtering on items in which you are interested, by name, section, category, label, source and target languages, date of creation and update.

    • You can also restrict the view to items for which tasks have already been created or those which are completely unprocessed.

    • Each entry is displayed with basic data about a particular item such as its category, section, name, source language, target languages, author, labels, date of creation and update.

Tasks

The Tasks section (XTM Connect → Tasks) contains tasks coming from all the repoconnectors that are installed on a particular XTM Cloud instance.

It provides data such as:

  • Name of the project created within the framework of a task,

  • Name of the bucket responsible for a task,

  • XTM Cloud customer for whom a task was created,

  • XTM Cloud project template applied in a task,

  • Source & target languages used in a task,

  • Date of task creation/update,

  • Status of a task (status of a project):

    • Synchronized → The related project is waiting to be created at the user-defined time but is not yet available in the UI.

    • Project created → The related project has successfully been created in XTM Cloud; it can be "not started", "in progress", "partially finished".

    • Finished → The related project has been completely finished in XTM Cloud.

You also have the option of adding a task directly by clicking on the Add task button on the right-hand side of the page. Of course, you can only choose from buckets in which manual task creation is permitted. Then, a new popup window is displayed. In it, browse in your repository, select files for translation and create tasks (like for the Select files for translation option).