Description
Creates a project or a quote in XTRF automatically
Steps
- Search files on a defined destination
- Grabs the files
- If OCR is True, sends the files for OCR
- If batch is True, creates a project in XTRF with all the files including OCR
- Start tasks if set
- Sends a notification of the created project
Parameters
Workflow Paramaters
| Parameter | Description | Options |
| batch | when false, it processes each file as a separated project | True/False |
| start_tasks | when true, it will automatically start the tasks | True/False |
| ocr_active | process files to OCR and adds output to the project | True/False |
| ocr_languages | language of the documents for the OCR | english |
| ocr_output_format | output format from the OCR | txt |
| download_prefix | folder where the files are storaged | required |
| type | either project or quote | required |
Common Parameters
| Parameter | Description | Options |
| name_option | predefined dynamic name | DATE: adds current day |
| name_prefix | predefined static name | Text |
| files_as_reference | duplicates source files as reference | Boolean |
Project Template Parameters
| Parameter | Description | Options |
| customer | --- | required |
| person_responsible | project manager assigned | required |
| source_language | --- | required |
| target_languages | --- | multiple |
| service | --- | required |
| specialization | --- | required |
| categories | --- | multiple |
| custom_fields | --- | multiple |
| service | --- | required |
| deadline | expressed in working days | required |
Project Request
Quote Template Parameters
| Parameter | Description | Options |
| customer | customer | required |
| office | customer office | optional |
| customer_project_number | Customer reference number | required |
| source_language | --- | required |
| target_languages | --- | multiple |
| service | --- | required |
| specialization | --- | required |
| custom_fields | --- | multiple |
| workflow | --- | if service not provided |
| deadline | --- | required |
| notes | instructions | optional |
| auto_accept | accepts quote | boolean |
| price_profile | --- | optional |
| person | --- | optional |
| send_back_to | --- | optional |
| additional_persons | --- | multiple |
Quote Request
Administrative Parameters (systems only)
| Parameter | Description | Options |
| download_prefix | --- | required |
| download_link_url | --- | required |
| template | --- | required |