The "Open template" dialog box
The "Open template" dialog box appears at various points in Infront Portfolio Manager. For example, to select, edit, save, delete or export a template.
The dialog box is initially grouped by category and sorted by name in the individual groups. Click on the plus sign in front of the category to open the list of templates.
You can sort or group the templates here according to one of the properties. More on this in the section "Customize "Open template" dialog box".
Element | Description |
|---|---|
Category | The area to which these templates are primarily assigned, such as portfolio management or securities analysis. |
Designation | Contains the name of the template. |
Type | Shows the type of template. Possible template types are
|
Primary zone | The primary zone of the template. Please read the section Structure of the user administration. |
Secondary zones | The secondary zone(s) of the template. The template cannot be edited here. Select the "Add..." button to select and add (further) zones. You can use the "Remove" button to remove selected entries from the list of secondary zones. Please read the section Structure of the user administration. |
Last change | Contains the date of the last adjustment of the template. |
Created on | Shows when the template was originally created. |
Edit | The properties of individual templates (category, type, etc.) can be changed here. Please read the section Edit template properties. |
Siehe auch: