exchange filters can be used:
- on a project's exchange list,
- on the platform's exchange list (multiproject),
- during a trade export.
Filters can be private (just for your use) or public (all or part of your organization can use them).
Create and modify a public filter .exchange
- Cliquer sur le menu principal >
Administration - Dans la section
Paramétrages utilisateurs, cliquer surFiltres publics>.svg)
exchange - Click on
New. - Fill in the fields :
- Le Libellé est obligatoire (ainsi que le libellé dans une autre langue si l'option multilingue est activée sur votre plateforme).
- You can select attachments within your organization that will be able to use this filter.
- Il est possible, via le champ Statique, de sélectionner un à un les échanges concernés.
- Plusieurs critères peuvent être utilisés et combinés (état, type...).
Save.
The exchange filter creation window appears.
Theexchange public filter is now created, and can be used by members of your organization, according to the filter's attachments.
To modify it, simply click on it in the list of public filters atexchange, modify the desired fields and save.
Create and modify a private filter .exchange
- Cliquer sur le menu principal >
My account>My exchange filters.svg)
exchange - Click on
New. - Fill in the fields :
- Le Libellé est obligatoire (ainsi que le libellé dans une autre langue si l'option multilingue est activée sur votre plateforme).
- You can select attachments within your organization that will be able to use this filter.
- Il est possible, via le champ Statique, de sélectionner un à un les échanges concernés
- Several criteria can be used and combined (condition, type, etc.).
Save.
The exchange filter creation window appears.
exchange 's private filter is now created, and can only be used by the user who created it.
To modify it, simply click on it in the list of public filters atexchange, modify the desired fields and save.
