Advanced search tab
To display the Advanced search tab screen, from the top navigation bar, select Projects and then Project list > Advanced search.
If you have set the default project filter, whenever you log in to XTM Cloud, you see the Advanced search tab screen. In it, the default filter and its results are displayed.
Note
If you have NOT set a default project filter, whenever you log in to XTM Cloud, you see the Simple search tab screen.
XTM Cloud keeps and displays your most recent advanced search results, in the most recent sorting order, with the most recently-selected filter values, when:
you switch between the Project list subtabs during the same session.
you switch to a different XTM Cloud tab, and then go back to one of the Project list subtabs during the same session.
In the top part of the Advanced search tab screen, you see the advanced search filters. If they are not displayed automatically, select Advanced search 
to expand this section. To hide it, select Advanced search 
. In the bottom left-hand corner of the section, you see these buttons:
Search – once you select the relevant filters, select this button to apply them. When you do so, the Advanced searching label is displayed on the right-hand side of the screen, and:
if you have previously performed a search in the Simple search tab screen, the buttons are deactivated and the text field is cleared. The simple search results will be displayed again, when you select the close icon
on the right-hand side of the Advanced searching label.if you have previously selected a project filter from the Filters dropdown, or a project group from the Groups dropdown, their results are replaced by your new search. To restore their results, select the relevant project filter or project group from the relevant dropdown list again.
if you have a default project filter, it is deactivated temporarily and the Advanced searching label is displayed on the right-hand side of the screen. To restore it, select it from the Filters or Groups dropdown again, depending on how the default filter has been created. Alternatively, log in to XTM Cloud again.
Save as – this button becomes active when you select any filter. Select it to save the advanced search results as a smart project filter or as a project group.
Reset search – select this button to clear the applied filters. This function also works if you have filtered projects in the Simple search tab screen and then moved to the Advanced search tab screen. As a result, the value Active projects is automatically selected from the Project status dropdown list and the Advanced searching label is displayed on the right-hand side of the screen.
In the top right-hand corner of the Advanced search tab screen, you see the Add project button. Use it to create a new project.
If your organisation has purchased one of the license types with word allowance (for details see Licensing), you see the following below the Add project button:
Processed words – informs you about the number of processed words which have already been used in your XTM Cloud instance from your:
monthly allowance – in the case of Freelance or Group subscriptions.
yearly allowance – in the case of Enterprise, Business, or Team subscriptions.
Renewal date – the date by which you need to renew your XTM Cloud subscription.
On the right-hand side of the screen, below the Add project button and advanced search filters, you see the following dropdowns:
Groups – use it to:
Filters – use it to:
Columns – use it to manage columns and information displayed in the tooltips in the project list.
In the center of the Advanced search tab screen, you see a list of projects that meet your search criteria. You can manage columns and information displayed in the tooltips in the project list.
In the bottom left-hand corner of the Advanced search tab screen, below the project list, you see how many entries it contains. You can set the number of entries that are displayed on one page to:
20.
50.
100.
200.
In the bottom right-hand corner of the Advanced search tab screen, below the project list, you see the number of pages. You can navigate between pages by selecting the page number, or using one of the buttons:
First.
Previous.
Next.
Last.
Setting | Description | Mandatory/Optional | Type | Valid values | |
|---|---|---|---|---|---|
Project name | Search for projects by entering their entire name or just part of it. The results can contain the searched-for phrase anywhere in the project name and are not case-sensitive. To narrow down the results, use the Case-sensitive and Match whole words settings. To search for multiple project names at the same time, separate the relevant phrases with a spaced vertical line | (pipe character). Example 22. Searching for several project names at the same time: one text | text2 | string3. | Optional | Text field | Alphanumeric | |
Project name | Case-sensitive | Displayed if you have entered any value in the Project name text field. Use this setting to specify if the text entered in the Project name text field is to be case- sensitive or not. | Optional | Checkbox | Valid values:
|
Match whole words | Displayed if you have entered any value in the Project name text field. Use this setting to specify if the text in the project name should be identical to the text entered in the Project name text field or not. Example 23. Match whole words setting usage You have the word "parallel" in one project name and the word "all" in another one. If you search for project names containing the word "all", and you:
| Optional | Checkbox | Valid values:
| |
Project ID | Search for projects by entering their exact ID. You can only search by one ID value at a time. | Optional | Text field | Numeric | |
Reference ID | Search for projects by entering their entire reference ID or just part of it. The results can contain the searched-for phrase anywhere in the reference ID and are not case-sensitive. To narrow down the results, use the Case-sensitive and Match whole words settings. You can only search by one value at a time. | Optional | Text field | Alphanumeric | |
Reference ID | Match empty value | Search for projects without their reference ID. This setting is hidden if you have entered any value in the Reference ID text field. | Optional | Checkbox | Valid values:
|
Case-sensitive | Displayed if you have entered any value in the Reference ID text field. Use this setting to specify if the text entered in the Reference ID text field is to be case-sensitive or not. | Optional | Checkbox | Valid values:
| |
Match whole words | Displayed if you have entered any value in the Reference ID text field. Use this setting to specify if the text in the searched-for reference ID should be identical to the text entered in the Reference ID text field or not. Example 24. Match whole words setting usage You have the word "parallel" in one reference ID and the word "all" in another one. If you search for reference IDs containing the word "all", and you:
| Optional | Checkbox | Valid values:
| |
Filename | Search for projects containing source files with the specified name. You can search for projects with joined files. To do so, use either the name of files before joining or the name of the file after joining. Example 25. Searching for joined files: joinedFiles.txt You can only search by one phrase at a time. | Optional | Text field | Alphanumeric | |
Filename | Radio buttons:
| Displayed if you have entered a value in the Filename text field. | Mandatory if you have entered a value in the Filename text field. | Radio buttons | Valid values for the radio buttons:
|
Show projects with updated due dates | Search for projects in which due dates have been updated. In the Project list tab screen, in the Updates column, they are marked with the calendar icon | Optional | Checkbox | Valid values:
| |
Show projects with updated source files | Search for projects in which source files have been updated. In the Project list tab screen, in the Updates column, they are marked with the files icon | Optional | Checkbox | Valid values:
| |
Show projects waiting for acceptance | This setting relates to the Require acceptance of task/project procedure. For details, see Linguist workflow options. Search for projects that are still awaiting Linguist and/or LSP acceptance. | Optional | Checkbox | Valid values:
| |
Show projects with cancelled jobs | This setting is only displayed if the REST API has been activated in your XTM Cloud instance. Search for projects with canceled jobs. In the Project list tab screen, in the Updates column, they are marked with the file canceled icon | Optional | Checkbox | Valid values:
| |
Customers | Search for projects created for all or only specific customer(s). | Optional | Multiple selection | Start typing or use the dropdown to select one or more of the valid values:
| |
Project template | Search for projects created with the use of any or only specific project template(s). | Optional | Multiple selection | Start typing or use the dropdown to select one or more of the valid values:
| |
Project Manager | Search for projects managed by any or only one specific Project Manager. | Optional | Dropdown | Valid values:
| |
Creator | Search for projects created by any or only one specific user. | Optional | Dropdown | Valid values:
| |
Cost approval status | This setting relates to the Projects require cost approval setting and is only displayed when that setting has been enabled by your XTM Cloud Administrator. For details, see Cost settings. Search for projects with one of the specified cost approval statuses. | Optional | Multiple selection | Start typing or use the dropdown to select one or more of the valid values:
| |
Project status | Search for projects with a specific status. | Mandatory | Dropdown | Valid values:
| |
Payment status | Search for projects that have a specific payment status. | Optional | Dropdown | Valid values:
| |
PO number | Search for projects that have a specific PO number, generated in the Project editor in the Estimates > Costs tab. Use the entire PO number to search for the relevant project. You can only search by one string at a time. | Optional | Text field | Alphanumeric | |
Date created | Search for projects created on a specified date (within the specified range). | Optional | Dropdown | Start typing or use the dropdown to select one of the valid values:
| |
Date due | Search for projects due on a specified date (within a specified range). | Optional | Dropdown | Start typing or use the dropdown to select one of the valid values:
| |
Date completed | Search for projects completed on a specified date (within a specified range). | Optional | Dropdown | Start typing or use the dropdown to select one of the valid values:
| |
Last modified date | Search for projects modified on a specified date (within a specified range). | Optional | Dropdown | Start typing or use the dropdown to select one of the valid values:
| |
Overdue | Overdue projects | Search for projects which are past their delivery due date. | Optional | Checkbox | Valid values:
|
Overdue steps | Search for projects with steps which are past their due date. | Optional | Checkbox | Valid values:
| |
Workflow status | Search for projects that have specific current workflow status(es) or active step(s) in their workflow. When you select any value for the Workflow status setting, the Match all jobs checkbox is displayed. | Optional | Multiple selection | Start typing or use the dropdown to select one or more of the valid values:
| |
Workflow status | Match all jobs | Displayed if you have selected any option for the Workflow status setting. When you select this setting, XTM Cloud only displays projects which currently have all of their jobs on the workflow status or step specified in the Workflow status setting. Example 26. Using the Match all jobs setting: Projects in which all jobs are Finished or all jobs are on the Translate step. | Optional | Checkbox | Valid values:
|
Linguists employed | Search for projects to which one or more specific Linguists have been assigned. | Optional | Multiple selection | Start typing or use the dropdown to select one or more of the valid values:
| |
Linguists employed | Workflow steps assigned to chosen linguists | Displayed if you have selected any option for the Linguists employed setting. You can specify the workflow step(s) to which any Linguists selected in the Linguists employed setting have been assigned. | Optional | Multiple selection | Start typing or use the dropdown to select one or more of the valid values:
|
Source language | Search for projects with the specified source language(s). | Optional | Multiple selection | Start typing or use the dropdown to select one or more of the valid values:
| |
Target languages | Search for projects with the specified target language(s). When you select this setting, the pencil icon | Optional | Multiple selection | Start typing or use the dropdown to select one or more of the valid values:
| |
Target languages | Target languages filter options | Displayed if you have selected the pencil icon Use the Find projects with: and Target languages status settings to specify the target language search criteria. | Optional | Popup with: Radio buttons Multiple selection | Valid values for the Find projects with: radio buttons:
Start typing or use the dropdown to select valid values for the Target languages status multiple selection setting:
NoteXTM Cloud displays projects in which any specified target language job has any of the specified statuses. |
LQA | Search for projects in which LQA has been performed, or not. | Optional | Dropdown | Start typing or use the dropdown to select one of the valid values:
| |
Custom fields section settings | This section is only displayed if custom field settings have been set for projects by your XTM Cloud Administrator (for details see Custom fields). If your XTM Cloud Administrator has set custom fields, but the settings in this section are not displayed, select | Optional | Diverse | The valid values depend on the setting type and the values set by your XTM Cloud Administrator. | |
