Exchanges

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Table of contents

Exchange list

There is a list of exchanges for the project, and a list of exchanges at the platform level. Exchanges

A list of exchanges can be viewed on the home pages and project summary sheets via the blocks Exchange list Last exchanges created and Last modified exchanges

Screen listing exchanges related to the project

Filter exchange list

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This list of exchanges can be filtered using several criteria:

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

You can also filter this list of exchanges using the exchange

Exchange list

This screen lists the project's exchanges.

This screen is managed by the view List of project exchanges

General actions

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

Modify en masse (selection of several exchanges) ➡️ Échanges - Modification en masse d'échanges

Mass deletion (selection of several exchanges) Rights required : Delete a exchange

Filter ➡️ Échanges - Filtrer la liste des échanges

Sort

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Rights required :

Consult a exchange

Name	Description
Fold	To fold a break (depending on the view settings)
Unfold	Unfolds a break (depending on the view settings)
Export	Allows you to export the list of exchanges. The attributes displayed are those set at view (break or not...) The file is downloaded directly and is named `EXPORT-DATE.xlsx` 🚩 This button appears in the contextual menu exchange list.
Edit	Quickly edit project attributes (text, date, etc.) Rights required : Modify a exchange or Change sound exchange 🚩 This button appears when hovering over a exchange
Edit	Accesses form to modify 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 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
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
Unfold/Unfold all	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

exchange consultation screen in the project area

🚦

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.

Edit screen exchange in the project area

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