XTM Cloud v 13.1

Creating a chat from XTM Workbench

Note

From XTM Workbench you can create a chat that is referring to a particular segment.

To create a chat from XTM Workbench

  1. In XTM Workbench, open the file for which you want to create a chat.

  2. Select the segment in which you want to create a chat.

  3. Right-click in the segment and select chat_icon_grey.png Create chat for segment from the context menu.

    Note

    You can set a keyboard shortcut for creating chats under Settings > Shortcuts > General.

    Click here to learn how to set keyboard shortcuts in XTM Workbench.

  4. In the Create chat for segment popup:

    1. For the Reference parameter, select one of the available options:

      • Source – to refer to the selected segment of the source text

      • Target – to refer to the selected segment of the target text

      As a result:

      In the Segment text parameter you will see the source or the target language text that you are referring to.

      If the chat is referring to an empty target language segment, the horizontal rule icon horizontal-rule-solid.svg will be displayed in the Segment text parameter.

    2. For the Priority parameter, select one of the available options:

      • Low

      • Medium

      • High

    3. In the Message text field enter your message.

    When you complete all obligatory parameters, the Create chat button will become active.

    Note

    Contractor's PM can exclude the LSP PM, when creating the chat from XTM Workbench, by deselecting the Include LSP PM in chat if LSP is assigned to the workflow checkbox in the Create chat for segment popup.

  5. Click Create chat.

As a result:

The Chat has been created. Click on the chat ID to open. message will appear in the bottom right corner of the screen confirming a success in creating a chat.

You will see your new chat in the right-hand side docked panel, on the chat_icon_blue.png Chats tab. The number in brackets stands for the number of chats that have been created for the selected segment.

Note

You can create many chats for each segment, as long as at least one of the following parameters is different:

  • Reference

  • Priority

  • Participants

When a user tries to create a new chat with the same parameters as in an already existing chat, the following message appears in the bottom right corner of the screen: Chat for this segment already exists. Your message has been sent.

When an error occurs during chat creation, the following error message appears in the bottom right corner of the screen: Chat has not been created. Try again.

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