Searching for a chat using filters in the Query management popup

XTM Cloud v 13.1

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

To search for a chat using filters:

In the top section of the Query management use one or more of the available filter parameters:

Table 1. Query management filters

Filter parameter	Type	Single select / Multiselect	Valid values
Chat ID	Text field	Single select	Numeric Whole phrase required
Customer	Dropdown list	Multiselect	Predefined alphanumeric customer list
Project name	Text field	Single select	Alphanumeric
File name	Text field	Single select	Alphanumeric Broad search
Language	Dropdown list	Multiselect	Predefined target language list
Segment	Text field	Single select	Numeric Whole phrase required
Reference	Dropdown list	Multiselect	Valid values: Source Target No reference - when the chat is referring to the entire project
Segment text	Text field	Single select	Alphanumeric Partial entry possible
Priority	Dropdown list	Multiselect	Valid values: Low Medium High No priority
Status	Dropdown list	Multiselect	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, 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, value must be later than the value of Date created from

Click Search button.
As a result:
In the chat information table you will see a list of chats that meet the search criteria.
Note
If there are no chats that meet the selected criteria, the following message appears in the table: There are no chats to display.
Click on the table row including the relevant information about the required chat.
As a result:
A chat box will appear at the bottom of the screen. To rearrange chat boxes, click at the top bar of the selected chat box and drag it to a new location on the screen.
Click or the Close button to close the Query management popup.

In this section:

XTM Cloud v 13.1