Portfolios List

Type:    Form
Description: Provides access to the list of portfolios available for the user.
Items:


Portfolios List

Includes the list of portfolios connected with the selected user.
¦_
Code
Identifier of the portfolio's owner within the system.
Auto-incremented integer value.

References: Portfolio.id
¦_
Name
Name of the portfolio.

References: Portfolio.name
¦_
Create Date
Date when the portfolio was created.

References: Portfolio.createDate
¦_
Active
Indicates whether the portfolio is active within the system.

References: Portfolio.isActive
¦_
Modify Portfolio
Allows to modify the selected portfolio. The button leads to the corresponding form.
¦_
Remove Portfolio
Allows to delete the portfolio from the list.
¦_
Add
Allows to select the portfolio based on the search criteria specified and add it to the list.
Opens Form: Select Portfolio

Select Portfolio

Includes various portfolio selection options.
¦_
Apply
Applies changes to the portfolios list and closes the form.
¦_
Cancel
Closes the form without saving any changes to the portfolios list.

Portfolio Search

Includes search criteria to locate a portfolio.
¦_
Find
Executes search based on predefined criteria.
¦_
Clear
Clears any selected criteria - resets the form to its original state.
¦_
Name
Search criteria to locate portfolio with a specific name by entering either full or partial name.
¦_
Code
Search creteria to locate portfolio by its account code.
¦_
Create Date
Search criteria to locate portfolio within the certain date range.
Either beginning or end date is necessary.
¦_
Active
Search creteria to locate portfolio by its activity status.
¦_
All
Default value.
¦_
Yes
Indicates that portfolio is active within the system.
¦_
No
Indicates that portfolio is not active within the system.

Portfolios List

Includes the list of the portfolios found based on the search criteria specified.