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XTM Cloud 13.8

Applying filter template to an existing project
Procedure. To apply a filter template to an existing project:

  1. Select Projects > Project list.

  2. Use the Simple search or Advanced search functionality to display the relevant project.

  3. From the context menu icon ellipsis_vertical_context_menu_brand_refreshed.svg to the left of the relevant project, select Info_icon_brand_refreshed.svg Show general (default).

    Result: Project Editor > Info_icon_brand_refreshed.svg General info tab screen is displayed for the relevant project.

  4. In the Info_icon_brand_refreshed.svg General info tab screen, in the General info section, select the required filter template from the Filter template dropdown.

  5. Select Save and close the Project Editor.

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