XTM Cloud v 13.0

Workflow steps parameters

To access the Workflow steps parameters go to Configuration > Settings > Workflow > Workflow definitions and click the Add button.

Table 25. Workflow steps parameters

Parameter

Description

Mandatory/Optional

Type

Valid values

Type

Sets one of the standard or additional workflow steps

Mandatory

Dropdown list

Valid Standard steps values are:

  • Translate - users can enter and edit translations and add comments

  • Correct - users can edit translations and enter comments

  • Review - users can only enter comments about translations, they cannot edit the translation

  • LQA - users can check translation errors

Valid Additional steps values are:are:

  • Management tasks - files can be downloaded but cannot be updated

    Example 8. Example

    It can be an approval step before the translation process starts.

    Other ones include: entering cost details, approving costs and proposals, printing files, sending files to client, etc.


  • Non CAT tool process - files can be downloaded and updated in XTM but the TM and project segments will not be modified

    Example 9. Example

    DTP step after translation where some layout changes are required. Changes to the target text made in this type of step are not saved in the TM or terminology database.


  • Automatic - enables you to further specify either of the valid values:

    • Approve the TM of selected segments

    • Set the XTM status of segments to green/done for all segments

    • Set the minimum XLIFF:doc status of segments

      Note

      This option is available only if TIPP is activated in Configuration > Settings.

Name

The name of the newly created workflow step

Mandatory

Textbox

Empty (default)

Description

Selecting any step type makes the Description parameter automatically filled with its definition.

Automatic

Textbox

Automatically filled depending on the selection made in the Type parameter

Active

Determines if the workflow step is available for selection when creating a workflow definition.

Optional

Checkbox

Valid values:

  • Cleared

  • Selected (default)

Allows you to:

This parameter is available when the Automatic option is selected within the Additional steps workflow type

Mandatory

Checkbox

Valid values:

  • Approve the TM of selected segments with:

    • Changed target text - approves segments with changed target text

    • Status is done - approves segments with a done status

    • Status is to be checked - approves segments with a to be checked status

    • Match type - approves segments with either of the following match types available in the dropdown list:

      • ICE

      • Leveraged

      • Non-translatable

    • XLIFF:doc status - approves segments with either of the following specific XLIFF:doc statuses available in the dropdown list:

      • New

      • Translated

      • Proofed

      • Validated

  • Set XTM status to green/done for all segments

  • Update XLIFF:doc status of segments

    Note

    This option is available only if TIPP is activated in Configuration > Settings.

    • minimum XLIFF:doc status - the minimum XLIFF:doc status in your project will be automatically changed to the one selected in the dropdown, while the XTM status will be changed to green/done (Completed”):

      • New

      • Translated

      • Proofed

      • Validated

    • all XLIF:doc statuses - all XLIFF:doc statuses will be updated to the one selected from the dropdown, only if one or any of the following conditions is met:

      • XTM status is done (Completed)

      • TM match type is one or more of the following:

        • ICE

        • Leveraged

        • Non-translatable

      • XLIFF:doc status is one or more of the following:

        • New

        • Proofed

        • Validated

If action fails then

This parameter is available when the Automatic option is selected within the Additional steps workflow type

Mandatory

Dropdown list

Valid values:

  • move to the next step

  • stay in the same step