Exchange list
This screen lists all the exchanges created on the platform. You can view exchanges by project Exchanges
Il est possible d'accéder à cet écran en cliquant sur les titres des blocs de page d'accueil Last exchanges created or
Last modified exchanges
Exchange list
Filter exchange list
Click on Save to apply the filter and
Close to return to the list.
Actions
Add ➡️
Échanges - Création, duplication et modification d'un échange
Filter ➡️
Échanges - Filtrer la liste des échanges
Visit view Exchange list can be set for this screen.
Name | Description |
---|---|
Quickly editexchange attributes (text, date...)
Rights required : | |
Accesses form to modify a exchange
Creating and modifying a exchange
Rights required : | |
Accesses form for duplicating a exchange
Creating and modifying a exchange
Rights required : | |
To delete a exchange already created
Rights required : | |
Access form to modify several exchanges
Rights required : | |
Allows you to delete exchanges that have already been created
Rights required : | |
Allows you to export the list of exchanges. The attributes displayed are those set at view (break or not...) The file is directly downloaded and named EXPORT-DATE.xlsx 🚩 This button appears on the contextual menu exchange list | |
The chevron in the list header is used to fold the list breaks. At break level, the same chevron is used to fold only one break. break | |
The chevron in the list header is used to unfold the breaks in the list. At break level, the same chevron is used to unfold only one break. break |
Consulting a exchange
Name | Description |
---|---|
This button folds all lines: attributes in theexchange | |
This button unfolds all lines: attributes in theexchange | |
Allows you to fold a table line: certain elements are not displayed (depending on the grouping selected) | |
Unfold a table row: display certain elements (depending on the grouping selected) | |
Allows you to sendexchange to contacts by e-mail 🚩 This button appears in the contextual menu section ofan e-mail. exchange | |
Accesses form for duplicating a exchange
Rights required : | |
To delete a exchange already created
Rights required : |
Create, duplicate and modify a exchange
The creation and duplication forms are similar.
Rights required :
Consult a exchange
Add a exchange (creation)
Modify a exchange or
Change sound exchange (change)
General actions (creation)
General actions (modification)
Name | Description |
---|---|
This button folds all lines: attributes in theexchange | |
This button unfolds all lines: attributes in theexchange | |
Allows you to fold a table line: certain elements are not displayed (depending on the grouping selected) | |
Unfold a table row: display certain elements (depending on the grouping selected) | |
This button adds two fields (if not already added): - Sender - Participants It will also be possible to deselect fields to remove them fromexchange. | |
This button adds two fields (if not already added): - In reply to - milestone or phase It will also be possible to deselect fields to remove them fromexchange. | |
This button is used to add a field (if not already added): - Declared date It will also be possible to deselect fields to remove them fromexchange. | |
This button is used to addexchange | |
This button is used to add a field (if not already added): - Attachment(s) It will also be possible to deselect fields to remove them fromexchange. | |
Sendexchange to contacts by e-mail | |
Allows you to consult theexchange 🚩 This button is only available for editing. | |
This button is used to select a template .exchange | |
To delete a exchange already created
Rights required : | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
Once the comment has been written, this button is used to add the comment to task.
Rights required : | |
This button is used to edit a comment already added.
Once you have made your changes, click on | |
This button is used to delete a comment that has already been added
Rights required : |
Voici les champs retrouvés dans cet écran :
batch edit exchange
By selecting several exchanges in the exchange list, you can modify certain fields to save time.
Voici les champs retrouvés dans cet écran :