XTM Cloud v 13.1

Searching for a chat using filters in the Query management popup

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:
  1. Open XTM Cloud.

  2. In the right corner of the top navigation bar, click the XTM Chat icon chat_icon_grey.png.

  3. Go to the bottom of the dropdown list.

  4. Select the arrow-up-right-from-square-regular.svg Access Query management to see more chats button.

  5. 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


  6. 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.

  7. 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.

  8. Click xmark-light.svg or the Close button to close the Query management popup.