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XTM Cloud 13.8

Configuring filter templates at Customer level
Procedure. 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 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.

      • XML. – To find out how to set the XML filter configuration, see the XML filter parameters topic.

    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.

You see your filter in the Configuration > Filter templates > Customer level tab screen in the filter templates table under the relevant customer name.

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