XTM Cloud v 13.0

Filter templates configuration

Filter templates can be used to specify a configuration for identifying translatable text in a document. The feature can be used for:

  • MS Office Excel files, including multilingual Excel files (xlsx, xls, xlm)

  • MS Office Word files (docx, doc, rtf)

  • MS PowerPoint files (ppt)

  • Custom variables, which can be configured through regular expressions

Depending on the chosen criteria, users can decide whether to localize:

  • Sheet names

  • Comments

  • Hyperlinks

  • Text in hidden sheets

  • Text in hidden cells and rows

  • Formulas

  • Conditional formatting

  • Numbers

  • Text in specified columns

  • Text in a specified color (multiple colors can be selected)

  • Text with applied style (e.g. bold)

Filter templates include additional options under the Other section, such as: 

  • HTML processing: HTML tags can be shown in XTM Workbench as inline tags if the HTML processing checkbox is selected

  • Whitespace processing:  By default, whitespaces are normalized, meaning that all redundant whitespaces are removed. Users now have the option to retain whitespace if needed.

  • Including XLSX/XLSM files. 

Default templates are added automatically to the projects for the selected customer.

Custom templates must be added either during project creation or in the Project > General info tab.

Configuring filter template in XTM Cloud
  1. Go to the Configuration > Filter templates tab.

  2. Select Create filter template. The New Filter Template popup opens up.

  3. Choose:

    1. To create a template for a single client: select Client from the Filter template dropdown and then the client from the Customer dropdown.

    2. To create a template for multiple customers: select Custom in the Filter Template dropdown, add a template name, and add required customers from the dropdown.

  4. Select Create and add Filter to start adding filters immediately.

    Note

    The Create option can be used to create a placeholder for a filter template.

  5. Select one of the following options from the dropdown:

    1. MS Office Word

    2. MS Office Excel

    3. Multilingual MS Office Excel

    4. MS PowerPoint

  6. Select the configuration applicable to your source files.

  7. Select Add filter.

You can now add the filter template to a project from the General info > Filter template dropdown. If you want to apply the new filter template to an existing project, then reanalyze the project.

Configuring filter template with custom variables in XTM Cloud

Tip

This module requires some pre-existing knowledge of Regular Expressions!

The custom variable tab in the Filter templates allows you to select a specific sequence of characters using regular expressions. This fragment can be converted into an inline tag to protect it during translation. Regular expressions are extremely powerful when it comes to defining a sequence of characters, including special characters. XTM uses Java Regular Expressions.

Example

Use a regex to identify emails. During the translation process in XTM Cloud, all emails from the source text are converted into inline tags.

How to create a new filter template with custom variables in XTM Cloud
  1. Go to the Configuration > Filter templates tab.

  2. Select + Create filter template. The New Filter Template popup opens.

  3. Select template type:

    1. default template: select Default from the Filter template dropdown and then the client from the Customer dropdown. The filter template will be used as default to the assigned customer and won’t need to be selected during project creation for that Customer.

    2. custom template: select Custom in the Filter Template dropdown, add a template name and the required customer(s) from the dropdown.

  4. Select Create and add Filter to start adding filters immediately.

    Note

    The Create option can be used to create a placeholder for a filter template.

  5. Select one of the following options from the dropdown:

    1. MS Office Word

    2. MS Office Excel

    3. Multilingual MS Office Excel

    4. MS PowerPoint

  6. Select the configuration applicable to your source files.

  7. In the Custom variables tab:

  8. Add the Regular expression name

  9. Add the regular expression pattern (for example [^@ \t\r\n]+@[^@ \t\r\n]+\.[^@ \t\r\n]+ )

  10. Select Add and Create filter.