Skip to main content

XTM Cloud 26.2

Editing filter templates

Users with the XTM Cloud Administrator or Project Manager role can edit a filter template.

Note

By default, Limited Project Managers (LPMs) do not have access to the Filter templates tab screen. This can be changed by XTM Support.

To request support

Visit our Support Portal.

Procedure. To edit a filter template:

  1. In Configuration > Filter templates, select one of the available tabs:

    • Project level.

    • Customer level.

    • Global level.

  2. In the filter template table, find the required template.

  3. Select the chevron down icons angle-down-solid.png next to the selected template and next to the Filter configuration to navigate to the lowest level of the tree.

  4. Hover over the template applicable to the required file type.

  5. On the right-hand side of the table, select the pen-solid.png Edit configuration icon.

    Result:

    The Edit [file type] - Filter popup is displayed.

  6. In the Edit [file type] – Filter popup, select the required configuration that is applicable to the selected file type:

    • MS Excel.

    • MS Excel (Multilingual).

    • MS Word.

    • MS PowerPoint (97-2003).

    • MS PowerPoint.

    • XML. – To find out how to set the XML filter configuration, see the XML filter parameters topic.

  7. Select Save.

Result: the Successfully updated configuration message is displayed in the bottom right-hand corner of the screen.

In this section: