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Introduction

Prior to studying the content of this article, you may want to familiarize yourself with basic principles on configuration levels. For this, please, check the following 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. The feature can be used for:

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

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

  • MS Office PowerPoint files (PPTX);

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

Depending on the chosen criteria, users can decide whether 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 UI

  1. As the user with the administrator role, go to Configuration → Settings → Filter templates → (you can choose if a filter shall be be applied on the Project, Customer or Global level) → Add template.

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

  • Name your template → provide a filter template name:

  • Define the configuration type → choose whether it should 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 drop-down:

  • 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 respective section where you can further edit it if needed.

Applying a filter template to a project

In order to apply a new configuration for a specific project you shall proceed as follows.

Creating a new project

  1. During project creation stage, you can choose the desired Filter template from the drop-down list in the Translation section:

Updating an existing project

  1. If the project is already created, you can choose a filter template in the project General info section from the same drop-down list. Please, do remember to Save the change at the bottom of the page.

2. Reanalyze the project.

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

If you do not want to reanalyze the whole 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 new configuration rules. Uploading a file with the same name and extension as one of the source files will overwrite the content of the existing file during analysis.

Good to know!

The new or updated configuration is applied on the analysis step. After adjusting any configuration, full re-analysis of project that was using this configuration is required in order to apply the changes to all the target languages / files.

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