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XTM Cloud 13.4

Configuring custom variables for an existing template
To configure custom variables for an existing template:
  1. In Configuration > Filter templates, select one of the available tabs:

    • Project level.

    • Customer level.

    • Global level.

  2. Select layer_plus_brand_refreshed.svg Add configuration and then Custom Variables.

    Result:

    The Add configuration to template popup is displayed.

  3. In case of Project level and Customer level tabs, in the Select template step, in the Add configuration to template popup:

    1. From the obligatory Template dropdown, select the required template.

    2. Select Next step.

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

    1. From the obligatory File type dropdown, select the required file type:

      • All file types.

      • MS Excel (including Multilingual MS Excel)

      • MS Word.

      • MS PowerPoint (97-2003).

      • MS PowerPoint.

    2. To add a new regular expression:

      1. In the Regular expression name text field, enter the regular expression name.

      2. In the Regular expression text field, add the regular expression pattern (for example [^@ \t\r\n]+@[^@ \t\r\n]+\.[^@ \t\r\n]+ ).

      3. Select Add.

      Result:

      Your regular expression is displayed in the regular expressions table and automatically selected for your template.

    3. In the regular expressions table, you can:

      • select the required regular expressions by selecting the checkbox to the left of the regular expressions name.

      • change the priority of the regular expressions by dragging and dropping the grip-dots-vertical-solid_FFB_regex_priority.svg icon next to the regular expressions name.

      • edit the regular expression and its name by hovering over the required table row and selecting the pen-solid.png icon on the right.

      • delete the regular expression by hovering over the required table row and selecting the trash-solid.svg icon on the right.

    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.

  5. Select:

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

    • Save to save your file filter template.

    • Cancel to stop creating a new template with segmentation configuration.

Result:

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

To display your configuration, select Configuration > Filter templates. You will see the configuration on the the relevant tab screen, in the relevant file filter template.