Searching for a chat using filters in the Query management popup

XTM Cloud 13.8

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

Procedure. To search for a chat using filters:

Open XTM Cloud.
In the right-hand corner of the top navigation bar, select the XTM Chat icon .
Go to the bottom of the dropdown list.
Select the Access Query management to see more chats button.
Result:
The Query management popup is displayed.

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

To narrow down search results to chats with unread messages and unread mentions, enable the Show only unread chats switcher.
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.
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.
Click on or the Close button to close the Query management popup.

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XTM Cloud 13.8