Exporting Languages into Excel for Translation

To translate multiple types of Configuration Items (e.g. Forms, List Views, Menus), please follow the process below.

To translate just Forms (field labels, validation messages, tooltips etc.), you can use the GUI which is part of the Form Designer. More details here.
To translate Questionnaire Templates you can use the GUI in the Questionnaire Templates form. More details here.
To translate Walkthrough Templates you can use the GUI in the Walkthrough Designer form. More details here.

The first step for the actual translation process is to export the translation file (Excel format). This export process is always done in language "pairs" - one language is the Source for the translation, the other is the Target language.

Follow these steps:

From the menu, select Designer Languages Export Localization
Select the Source Language, and the Translated Language.
If the database has been previously translated and since that time new fields or items have been added, then select Export untranslated entries only. This will reduce the list to only show the items which need translating.

note_awesome

"Untranslated" only refers to NEWLY added items. If you have CHANGED for example the label in your Base Language, and you intend to reflect this change in other languages, then you will have to export ALL entries, because our system cannot detect CHANGES to labels.

Configuration Items
The configuration items are labels/texts which have been configured via the Designer.
- Forms, which will export the following Details:
  - Field Labels
  - Tool Tips
  - Items of all the lookups which are used in the Form
  - Validation Messages
  - Messages defined for "Set Value Actions" used in the Form
    
    NOTE:
    Forms can also be translated using the in-line translation feature within the Form Designer.
- List Views, which will contain
  - The Name of the List View
  - The Name of each Column of the View
- Tree Views
  - The Name of the View
- Visualizations
  - Information in the left-hand panel when building the Visualization, such as the chart type, Measures and Groups
- Dashboards
  - Name of the Dashboard
  - Label for each Pane on the Dashboard
  - Link Names
- Calendars
  - Name of Calendar
  - Label for each Column of the Calendar List View
  - The Color Legend
- Components
  - Component Name
  - Names of fields and Attributes
- Menus
  - Menu Titles
- BI Parameters
  - The BI Report Parameters (parameter field labels)
- Questionnaires
  - All information in enabled questionnaire templates
  - Questionnaire Templates can also be translated when you select a template to edit
- Walkthroughs
  - All information in enabled Walkthrough templates
  - Walkthrough Templates can also be translated via the GUI
Static Items
"Static" items cannot be manipulated via configuration, and therefore are the same for each client.
The only way the list of static items will be changed is by new software releases, for example when new functionality is being introduced.
- System Resources
  These are the System Entries which need to be translated to give the "typical" End User a fully internationalized experience. Examples for these are:
  - Labels for ALL the buttons a User can click on, e.g. SAVE, CANCEL, LOGIN, LOGOUT etc.
  - System generated messages which inform the user about processes in the Web Application, for example
    - "User 'John.Smith' has logged in successfully", or
    - "An Email has been sent to ..."
  - Admin Forms for the End User, such as "My Preferences" or "My Password" forms.
  - System Validation Messages, as well as "common" information when a Validation is triggered: "Unfortunately we found an error. ..."
  - Labels for the Login Box.
- My Settings
  Contains all the entries necessary for the My Profile page.

Note: Please refer to Visualizations-Advanced Options on how to translate Visualizations.