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XTM Cloud 13.4

Adding a filter to an existing template
To add a filter to an existing template
  1. In Configuration > Filter templates, select one of the available tabs:

    • Project level.

    • Customer level.

    • Global level.

  2. In the filter template table, hover over the name of the selected template.

  3. On the right-hand side of the table, select the layer_group_brand_refreshed.svg Add configuration to this template icon.

    Result:

    The Add configuration to template popup is displayed.

  4. In the Define the configuration type step, in the Add configuration to template popup:

    1. From the Configuration type dropdown, select Filter.

    2. Select Next step.

  5. In the Create your configuration step, in the Add configuration to template popup:

    1. Select one of the following options from the File type dropdown:

      • MS Excel.

      • MS Excel (Multilingual).

      • MS Word.

      • MS PowerPoint (97-2003).

      • MS PowerPoint.

    2. Select the configuration applicable for the selected file type.

    Note

    If needed, you can go back to the previous step. To do so, select the Previous step button in the bottom left-hand corner of the popup. Alternatively, select the green bullet above the configuration process step name.

  6. Select:

    • Save and add configuration to add different filters or other configurations to your newly created filter.

    • Save to save your file filter template.

Result:

The Successfully added configuration message is displayed in the bottom right-hand corner of the screen.

You will see your filter configuration in the filter templates table in the relevant tab screen in Configuration > Filter templates.