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XTM Cloud 13.4

Searching for a chat using filters in the Query management popup

You can use the chat filters available in the Query management popup to help you find a required chat.

To search for a chat using filters:
  1. Open XTM Cloud.

  2. In the right-hand corner of the top navigation bar, select the XTM Chat icon Chats_brand_refreshed.svg.

  3. Go to the bottom of the dropdown list.

  4. Select the arrow-up-right-from-square-regular.svg Access Query management to see more chats button.

    Result:

    The Query management popup is displayed.

  5. In the top section of the Query management popup, use one or more of the available filter parameters:

    Table 1. Query management filters

    Filter parameter

    Type

    Single select / Multiple selection

    Valid values

    Chat ID

    Text field

    Single select

    Numeric

    Whole phrase required

    Customer

    Dropdown list

    Multiple selection

    Predefined alphanumeric customer list

    Project name

    Text field

    Single select

    Alphanumeric

    File name

    Text field

    Single select

    Alphanumeric

    Broad search

    Target language

    Dropdown list

    Multiple selection

    Predefined target language list

    Segment

    Text field

    Single select

    Numeric

    Whole phrase required

    Reference

    Dropdown list

    Multiple selection

    Valid values:

    • Source

    • Target

    • No reference - when the chat has been created for the entire project

    Segment text

    Text field

    Single select

    Alphanumeric

    Partial entry possible

    Priority

    Dropdown list

    Multiple selection

    Valid values:

    • Low

    • Medium

    • High

    • No priority

    Status

    Dropdown list

    Multiple selection

    Valid values:

    • Open

    • In progress

    • Closed

    • Pending feedback (Linguist)

    • Pending feedback (PM)

    • Cancelled

    • No status

    Date created from

    Date picker

    Single select

    Numeric

    If used in combination with Date created to, the value must be earlier than the value of Date created to

    Date created to

    Date picker

    Single select

    Numeric

    If used in combination with Date created from, the value must be later than the value of Date created from

    Privacy type

    Dropdown list

    Single select

    Valid values:

    • All (default)

    • Private

    • Public


  6. To narrow down search results to chats with unread messages and unread mentions, enable the Show only unread chats switcher.

  7. Click Search button.

    Result:

    In the chat information table you see a list of chats that meet the search criteria.

    Note

    If there are no chats that meet the selected criteria, this message is displayed in the table: There are no chats to display.

  8. Click on the table row that contains the relevant information about the required chat.

    Result:

    A chat box is displayed at the bottom of the screen. To rearrange chat boxes, click on the top bar of the selected chat box and drag it to a new location on the screen.

  9. Click on xmark-light.svg or the Close button to close the Query management popup.