Exchange list
This screen lists all the exchanges created on the platform. You can view exchanges by project Exchanges
This screen can be accessed by clicking on the homepage block titles Last exchanges created or
Last modified exchanges
Exchange list
Filter exchange list
Click on Register to apply the filter and
Close to return to the list.
Actions
Add ➡️
Exchanges - Creating, duplicating and modifying an exchange
Filter ➡️
Exchanges - Filter the list of exchanges
La view Exchange list can be set for this screen.
Name | Description |
---|---|
Quickly editexchange attributes (text, date...)
Rights required : | |
Accesses the exchange modification form
Creating and modifying an exchange
Rights required : | |
Accesses the exchange duplication form
Creating and modifying an exchange
Rights required : | |
Allows you to delete a previously created exchange
Rights required : | |
Accesses the modification form for several exchanges
Rights required : | |
Allows you to delete exchanges that have already been created
Rights required : | |
Used to export the list of exchanges. The attributes displayed are those set in the view break or not...). The file is directly downloaded and named EXPORT-DATE.xlsx 🚩 This button appears in the contextual menu of the exchange list. | |
The chevron in the list header is used to fold the breaks in the list. At break level, the same chevron is used to fold only one 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. |
exchange consultation
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 distribute theexchange to contacts by e-mail 🚩 This button appears in the contextual menu of an exchange. | |
Accesses the exchange duplication form
Rights required : | |
Allows you to delete a previously created exchange
Rights required : |
Creating, duplicating and modifying an exchange
The creation and duplication forms are similar.
Rights required :
Consult an exchange
Add an exchange (creation)
Modifying an exchange or
Modify your 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 You can also deselect fields to remove them from theexchange. | |
This button adds two fields (if not already added): - In response to - milestone or phase It will also be possible to deselect fields to remove them from theexchange. | |
This button is used to add a field (if not already added): - Declared date You can also deselect fields to remove them from theexchange. | |
This button lets you addexchange attributes | |
This button is used to add a field (if not already added): - Attachment(s) You can also deselect fields to remove them from theexchange. | |
Allowsexchange to be e-mailed to contacts | |
Allows you to consult theexchange 🚩 This button is only available for modification | |
This button selects anexchange template | |
Allows you to delete a previously created exchange
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 the 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 : |
Here are the fields found in this screen:
batch edit d'échanges
By selecting several exchanges in the exchange list, you can modify certain fields to save time.
Here are the fields found in this screen: