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XTM Cloud 13.4

Configuring custom variables in a new template at Customer level
To configure filter templates at Customer level:
  1. Select Configuration > Filter templates > Customer level.

  2. Select Add template.

    Result:

    The New template popup is displayed.

  3. In the Select customer step, in the New template popup:

    1. From the mandatory Customer dropdown, select the required customer.

    2. Select Next step.

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

    1. From the Configuration type dropdown, select Custom variables.

    2. Select Next step.

    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. In the Create your configuration step, in the New 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.

  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 template message is displayed in the bottom right-hand corner of the screen.

To display your filter, select Configuration > Filter templates > Customer level tab. You will see the filter in the filter templates table under the relevant customer name.