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Exchange list
💡This screen can be accessed by clicking on the block titles of the homepage 
This screen lists all the exchanges created on the platform. You can view exchanges by project 
Exchanges
Exchange list
Filter exchange list
Click on 
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Actions
Rights required
Consultation of a project to which the user is assigned
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| 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 : |
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Create, duplicate and modify a exchange
The creation and duplication forms are similar.
General actions (creation)
Rights required (creation)
General actions (modification)
Rights required (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 : |
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Field name | Description |
The subject is the title of theexchange. It needs to be clear and use the right keywords, because it's through its subject that a exchange is searchable/findable. | |
This is the project to which theexchange will be attached.
If you are already in a project and wish to add a exchange, this field will already be filled in with the project name. | |
The type ofexchange can be used to categorize exchanges, for example: information, project item, warning, report... | |
By default, this is the user who createdexchange. However, this can be changed to select another user.
The right Using users may be required to make a modification. | |
This field allows you to select users and mark them as participants inexchange. It will be easy to shareexchange with the list of participants.
The right Using users may be required to make a modification. | |
This field is used to select an existing exchange : a kind of fatherexchange | |
This field is used to select a milestone or a phase for which theexchange will be associated. | |
This field is used to declare a date for theexchange.
Example: forexchange Copil #13 it would be interesting to note the date on which it took place. | |
The message corresponds to the text of theexchange, it is a rich type field. | |
This field is used to add a document to theexchange |
batch edit exchange
By selecting several exchanges in the exchange list, you can modify certain fields to save time.
Field name | Functional information |
Allows you to change the declared date of several exchanges | |
Select another type ofexchange for modified exchanges | |
Allows you to change the project to which the exchanges are attached | |
Allows you to change the object of the schedule to which the exchanges are attached. | |
Select template and add attributes (not filled in) to modified exchanges.
Inserted attributes will be displayed |
