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XTM Cloud 13.8

Editing filter templates
To edit an filter template:

  1. In Configuration > Filter templates, select one of the available tabs:

    • Project level.

    • Customer level.

    • Global level.

  2. In the filter template table, find the required template.

  3. Select the chevron down icons angle-down-solid.png next to the selected template and next to the Filter configuration to navigate to the lowest level of the tree.

  4. Hover over the template applicable to the required file type.

  5. On the right-hand side of the table, select the pen-solid.png Edit configuration icon.

    Result:

    The Edit [file type] - Filter popup is displayed.

  6. In the Edit [file type] – Filter popup, select the required configuration that is applicable to the selected file type:

    • 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.

  7. Select Save.

Result:

The Successfully updated configuration message is displayed in the bottom right-hand corner of the screen.

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