Configuring filter templates at Global level
Users with the XTM Cloud Administrator or Project Manager role can configure filter templates at Global level.
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.
Note
It is not possible to add a custom template at Global level.
You can only edit an existing global template by adding one of the available configurations:
Filter.
Custom Variables.
Font mapping.
Segmentation.
Select Configuration > Filter templates > Global level.
Select
Add configuration and then Filter.Result:
The Add configuration to template popup is displayed.
In the Add configuration to template popup:
Select one of the following options from the File type dropdown:
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.
Select the configuration applicable for the selected file type.
Select:
Save and add configuration to add different filters or other configurations to your newly created filter.
Save to save your file filter template.
Result:
The Successfully added configuration message is displayed in the bottom right-hand corner of the screen.
You see your filters and configurations under the relevant Global level configuration name in the filter templates table.