Portfolios List |
Includes the list of portfolios connected with the selected user.
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Code
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Identifier of the portfolio's owner within the system.
Auto-incremented integer value. References: Portfolio.id |
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Name
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Name of the portfolio. References: Portfolio.name |
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Create Date
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Date when the portfolio was created. References: Portfolio.createDate |
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Active
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Indicates whether the portfolio is active within the system. References: Portfolio.isActive |
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Modify Portfolio
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Allows to modify the selected portfolio. The button leads to the corresponding form. |
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Remove Portfolio
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Allows to delete the portfolio from the list. |
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Add
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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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