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.
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Code
Identifier of the portfolio's owner within the system.
Auto-incremented integer value.

References: Portfolio.code
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Name
Name of the portfolio.

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

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

References: Portfolio.isActive
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Modify Portfolio
Allows to modify the selected portfolio. The button leads to the corresponding form.
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Remove Portfolio
Allows to delete the portfolio from the list.
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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.
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Apply
Applies changes to the portfolios list and closes the form.
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Cancel
Closes the form without saving any changes to the portfolios list.

Portfolio Search

Includes search criteria to locate a portfolio.
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Find
Executes search based on predefined criteria.
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Clear
Clears any selected criteria - resets the form to its original state.
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Name
Search criteria to locate portfolio with a specific name by entering either full or partial name.
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Code
Search creteria to locate portfolio by its account code.
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Create Date
Search criteria to locate portfolio within the certain date range.
Either beginning or end date is necessary.
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Active
Search creteria to locate portfolio by its activity status.
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All
Default value.
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Yes
Indicates that portfolio is active within the system.
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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.