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
Filter exchange list
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
Modify en masse (selection of several exchanges) ➡️ batch edit exchange
Mass deletion (selection of several exchanges) Rights required : Delete a exchange
Filter ➡️ Filter exchange list
Rights required
Name | Description |
---|---|
To fold a break (depending on the view settings) | |
Unfolds a break (depending on the view settings) | |
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 | |
Quickly edit project attributes (text, date, etc.) Rights required : Modify a exchange or Change sound exchange 🚩 This button appears when hovering over a exchange | |
Accesses form to modify a exchange Rights required : Modify a exchange or Change sound exchange 🚩 This button appears on contextual menu of a exchange | |
Accesses form for duplicating a exchange Rights required : Add a exchange 🚩 This button appears on contextual menu of a exchange | |
To delete a exchange already created Rights required : Delete a exchange 🚩 This button appears on contextual menu of a exchange | |
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 : Add a exchange 🚩 This button appears on contextual menu of a exchange | |
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.
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 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. | |
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 exchange and insert the attributes added to template intoexchange. 🚩 This button appears on contextual menu of a exchange | |
To delete a exchange already created Rights required : Delete a exchange 🚩 This button appears on contextual menu of a exchange | |
🚩 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 | |
🚩 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 | |
🚩 This action concerns the field Attachment(s) This button is used to change information about the attachment already added. | |
🚩 This action concerns the field Attachment(s) This button instantly deletes the attachment attached to theexchange |
General actions (creation)
Rights required (creation)
General actions (modification)
Rights required (modification)
Modify a exchange or Change sound exchange
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 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.
Rights required
Modify a exchange or Change sound exchange
General actions
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 |