Exchanges

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Table of contents

Exchange list

exchange Content (message, doc...) shared by a user via the application A exchange is attached to a project.

Exchanges Can only be linked to a single milestone or phase It is also possible to view all exchanges on the platform (multi-project).

Exchanges

This screen lists all the exchanges created on the platform. You can view exchanges by project Exchanges

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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

Screen listing exchanges for multiple projects on the platform

Filter exchange list

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This list of multi-project exchanges can be filtered by a number of criteria:

Click on Save to apply the filter and Close to return to the list.

The use of Project and exchange is also possible

Actions

Add ➡️ Échanges - Création, duplication et modification d'un échange

Filter ➡️ Échanges - Filtrer la liste des échanges

Sort

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Rights required :

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Visit view Exchange list can be set for this screen.

Name	Description
Edit	Quickly editexchange attributes (text, date...) Rights required : Modify a exchange or Change sound exchange 🚩 This button appears when hovering over a exchange
Edit	Accesses form to modify a exchange Creating and modifying a exchange Rights required : Modify a exchange or Change sound exchange 🚩 This button appears on contextual menu of a exchange
Duplicate	Accesses form for duplicating a exchange Creating and modifying a exchange Rights required : Add a exchange 🚩 This button appears on contextual menu of a exchange
Delete	To delete a exchange already created Rights required : Delete a exchange 🚩 This button appears on contextual menu of a exchange
Modify en masse	Access form to modify several exchanges Rights required : Modify a exchange or Change sound exchange 🚩 This button appears in the contextual menu list.
Mass deletion	Allows you to delete exchanges that have already been created Rights required : Delete a exchange 🚩 This button appears in the contextual menu list.
Export	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
All folding/Folding	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
All Unfold/Unfold	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

Consultation of a exchange with response

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Rights required :

Consult a exchange

General actions

Edit right required : Modify a exchange

See the history

Name	Description
Fold everything	This button folds all lines: attributes in theexchange
Unfold all	This button unfolds all lines: attributes in theexchange
Fold	Allows you to fold a table line: certain elements are not displayed (depending on the grouping selected)
Unfold	Unfold a table row: display certain elements (depending on the grouping selected)
Share	Allows you to sendexchange to contacts by e-mail 🚩 This button appears in the contextual menu section ofan e-mail. exchange
Duplicate	Accesses form for duplicating a exchange Rights required : Add a exchange 🚩 This button appears on contextual menu of a exchange
Delete	To delete a exchange already created Rights required : Delete a exchange 🚩 This button appears on contextual menu of a exchange

Create, duplicate and modify a exchange

The creation and duplication forms are similar.

Screen for modifying a exchange via the multi-project exchange list

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Rights required :

Consult a exchange
Add a exchange (creation)
Modify a exchange or Change sound exchange (change)

General actions (creation)

Apply

Save

General actions (modification)

See the history

Apply

Save

Name	Description
Fold everything	This button folds all lines: attributes in theexchange
Unfold all	This button unfolds all lines: attributes in theexchange
Fold	Allows you to fold a table line: certain elements are not displayed (depending on the grouping selected)
Unfold	Unfold a table row: display certain elements (depending on the grouping selected)
Members	This button adds two fields (if not already added): - Sender - Participants It will also be possible to deselect fields to remove them fromexchange.
Dependencies	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.
Dates	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.
Attributes	This button is used to addexchange exchange These attributes must be added to a template ofexchange. exchange You can then select a template this buttonand the attributes will be added to theexchange currently being created. It is also possible to deselect attributes to remove them fromexchange.
Document	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.
Share	Sendexchange to contacts by e-mail
Visit	Allows you to consult theexchange 🚩 This button is only available for editing.
Insert template	This button is used to select a template .exchange exchange and insert the attributes added to template intoexchange. 🚩 This button appears on contextual menu of a exchange
Delete	To delete a exchange already created Rights required : Delete a exchange 🚩 This button appears on contextual menu of a exchange
Add a file	🚩 This action concerns the field Attachment(s) You can add a document to this attachment. For example, if the attachment is labelled "Document 123", you will be able to upload a file called `.pdf`, `.html`, `.docx`, `.png`, `.bmp`, `.gif`.xls, .xlsx, .txt...
Add an attachment	🚩 This action concerns the field Attachment(s) This button is used to add a new line to the list of attachments onexchange, and therefore to add a new file. 🚨 A maximum size is imposed for security reasons: 10MB for each document added Message error message displayed: file "XXX.xxx" (x GB) exceeds maximum size allowed (10.00 MB) DD/MM/YY HH:MM This is a server configuration setting, default: 10MB
Edit attachment	🚩 This action concerns the field Attachment(s) This button is used to change information about the attachment already added.
Delete attachment	🚩 This action concerns the field Attachment(s) This button instantly deletes the attachment attached to theexchange
Add	Once the comment has been written, this button is used to add the comment to task. Rights required : Creating a comment for a exchange 💡 It is possible to modify and delete a comment of which you are the author without having the required rights.
Edit	This button is used to edit a comment already added. Once you have made your changes, click on `Validate` so that they can be registered Rights required : Edit all comments on a exchange 💡 It is possible to modify and delete a comment of which you are the author without having the required rights.
Delete	This button is used to delete a comment that has already been added Rights required : Deleting a comment from a exchange 💡 It is possible to modify and delete a comment of which you are the author without having the required rights.