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XTM Cloud 13.4

Configuring filter templates at Project level
Configuring filter templates at Project level
  1. Select Configuration > Filter templates > Project level.

  2. Select Add template.

    Result:

    The New template popup is displayed.

  3. In the Name your template step, in the New template popup:

    1. In the mandatory Template name text field, enter the filter template name.

    2. To make the template only available when projects are being created for specific customer(s), select the Enable only for specific customers checkbox, and select the required customer(s) from the multiple selection dropdown.

    3. Select Next step.

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

    1. From the Configuration type dropdown, select Filter.

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

To display your template, select Configuration > Filter templates > Project level tab. You will see it in the templates table.