Exchange list
There is a list of exchanges for the project, and a list of exchanges at the platform level. .svg)
Exchanges
It is possible to view a list of exchanges on dashboards and project summary sheets via the blocks 
This screen lists project exchanges. This screen is managed by the view 
Rights required : 
Consult an exchange
Creating/Duplicating an exchange
Creates a new exchange. 
Exchanges - Creating, duplicating and modifying an exchange
Rights required : Add an exchange
This button saves time when creating an exchange. It copies information from one exchange to a brand-new exchange.
A form is then displayed.
This button appears in the 
Rights required : Add an exchange
Modification
This button is used to modify a previously created exchange .
Rights required : Modifying an exchange or Modify your exchange
This button allows you to modify information on several exchanges with a single click.
Quickly editexchange attributes (text, date, etc.)
This button appears when you hover over an exchange.
Rights required : Modifying an exchange or Modify your exchange
Delete
Allows you to delete a previously created exchange .
This button appears in the
Right required : Delete an exchange
Use this button to delete one or more exchanges at a time. A confirmation window appears to confirm the deletion.
Rights required : Delete an exchange
Display and export
Folds a break (depending on view settings)
Unfold a table row: display certain elements (depending on the grouping selected)
This button folds all lines: attributes in theexchange
This button unfolds all lines: attributes in theexchange
This button is used to sort :
- in ascending order on first click (down arrow)
- in descending order on second click (arrow up) A third click on this button removes the sorting.
Sorting is performed on the header of a list in the application: list of views, users, projects, etc.
This button appears in the
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. It contains :
Subject:
Subject orexchange titleCreation datedate on which theexchange was created.Transmitter:Transmitter or creator of theexchangeMessage:Message orexchange contentAttachment:Attachment(s)heexchange
We can have a filter All projects or a filter that works with criteria.
This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.
Click on 
You can also filter this list of exchanges using the filters .svg)
exchange
exchange consultation
Rights required : Consult an exchange
Creation and modification
This button saves time when creating an exchange. It copies information from one exchange to a brand-new exchange.
A form is then displayed.
This button appears in the
Rights required : Add an exchange
This button is used to modify a previously created exchange .
Rights required : Modifying an exchange or Modify your exchange
Management and monitoring
This button is available from the
Allows you to delete a previously created exchange .
This button appears in the
Right required : Delete an exchange
Allows theexchange to be e-mailed to contacts.
This button appears in the
Here are the fields found in this screen:
Recipients A Other A CC recipients Other CC Message in mail header File in mail Comments in the mailDisplay and organization
Folds a break (depending on view settings)
Unfold a table row: display certain elements (depending on the grouping selected)
This button folds all lines: attributes in theexchange
This button unfolds all lines: attributes in theexchange
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)
Here are the fields found in this screen:
Subject Project exchange type Transmitter Participants milestone or phase Declared date Message Attachment(s)exchange fields and structure
This button lets you addexchange attributes .svg)
exchange
These attributes must be added to anexchange template . .svg)
exchange
Il est ensuite possible de sélectionner un gabarit et les attributs seront ajoutés à l'échange en cours de création.
Il sera également possible de désélectionner des attributs pour les supprimer de l'échange.
This button adds two fields (if not already added):
- Transmitter
- Participants
Il sera également possible de désélectionner des champs pour les supprimer.
This button is used to add a field (if not already added):
- 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
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):
- Attachment(s)
Il sera également possible de désélectionner des champs pour les supprimer.
This button selects anexchange template exchange and insert the attributes added in the template into theexchange.
This button appears in the
Attachments
This action concerns the Attachment(s)
You can add a document to this attachment. For example, if the attachment is labelledDocument 123", you can upload a file entitled .pdf, .html, .docx, .png, .bmp, .gif, .xls, .xlsx, .txt...
This action concerns the Attachment(s)
Ce bouton permet d'ajouter une nouvelle ligne dans la liste des pièces-jointes, et donc d'ajouter un nouveau fichier.
A maximum size is imposed for security reasons: 10MB for each document added. Error Message displayed: The file "XXX.xxx" (x GB) exceeds the maximum size allowed (10.00 MB) DD/MM/YY HH:MM. This is a server configuration setting, default: 10MB.
This action concerns the Attachment(s)
Ce bouton permet de changer des informations sur la pièce-jointe déjà ajoutée.
Cette fenêtre apparaît alors :
You can therefore modify three fields concerning the attachment:
- Wording
- status
- Version
This action concerns the Attachment(s)
Ce bouton permet de supprimer instantanément la pièce-jointe.
Creating, modifying and saving
This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Validates your changes. This may redirect you to the previous page on some screens.
This button saves time when creating an exchange. It copies information from one exchange to a brand-new exchange.
A form is then displayed.
This button appears in the
Rights required : Add an exchange
This button is available from the
Management and monitoring
Allows theexchange to be e-mailed to contacts.
This button appears in the
Here are the fields found in this screen:
Recipients A Other A CC recipients Other CC Message in mail header File in mail Comments in the mailAllows you to delete a previously created exchange .
This button appears in the
Right required : Delete an exchange
Display and organization
This button folds all lines: attributes in theexchange
Folds a break (depending on view settings)
This button unfolds all lines: attributes in theexchange
Unfold a table row: display certain elements (depending on the grouping selected)
batch edit d'échanges
Validates your changes. This may redirect you to the previous page on some screens.
By selecting several exchanges in the exchange list, you can modify certain fields to save time.
Rights required :
- Consult an exchange
- Modifying an exchange or Modify your exchange
Here are the fields found in this screen:
Declared date exchange type Project milestone or phase Insert template attributes