Difference between revisions of "Portfolio Group Types"
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[[File:Portfolio Group Type Codes 2.png]] | [[File:Portfolio Group Type Codes 2.png]] | ||
+ | |||
+ | |||
+ | You have the following fields available to you on this screen: | ||
+ | |||
+ | |||
+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! '''Field''' !! '''Description''' | ||
+ | |- | ||
+ | | '''Code''' || Enter a short code | ||
+ | |- | ||
+ | | '''Active''' || If checked, this code is active and available for selection within the system | ||
+ | |- | ||
+ | | '''Description''' || Enter a short, unique description for this code | ||
+ | |- | ||
+ | | '''Security''' || {{Code Security}} | ||
+ | |- | ||
+ | | '''Sort Order''' || The sort order dictates where the code appears on the drop down list within the system. It must be a unique value | ||
+ | |- | ||
+ | | '''Numeric value 2''' || This field is utilized by DDI staff for the purposes of third party software | ||
+ | |- | ||
+ | | '''Text value 1''' || This field is utilized by DDI staff for the purposes of third party software | ||
+ | |- | ||
+ | | '''Text value 2''' || This field is utilized by DDI staff for the purposes of third party software | ||
+ | |} | ||
+ | |||
+ | |||
+ | When you have finished entering the information, click OK to add the new code to the list. | ||
[[Category:Name/Address]] | [[Category:Name/Address]] | ||
[[Category:Portfolios]] | [[Category:Portfolios]] |
Revision as of 17:07, 9 April 2012
Overview of Code Set 0803
- From the main menu of DDI-Connect, double-click Name/Address
- Double-click Setup
- Double-click Codes Maintenance. You will see this screen:
Scroll down until you find the code set you are wanting to modify, and double-click that code set.
In this case, you are looking for Code Set 0803 - Portfolio Group Types. You will see a screen similar to this one:
To add a new code, click the New button on the toolbar. You will see this screen:
You have the following fields available to you on this screen:
Field | Description |
---|---|
Code | Enter a short code |
Active | If checked, this code is active and available for selection within the system |
Description | Enter a short, unique description for this code |
Security | This function utilizes the DDI-Connect Security codes. For a thorough understanding of how security works within DDI-Connect, we recommend you reference the Security document located here: Security Function Maintenance
To set security on a specific code, you would enter the requirements in this format: !NA/7 or #NA. These are just examples...you can use whatever security function you like in order to restrict access to a code. |
Sort Order | The sort order dictates where the code appears on the drop down list within the system. It must be a unique value |
Numeric value 2 | This field is utilized by DDI staff for the purposes of third party software |
Text value 1 | This field is utilized by DDI staff for the purposes of third party software |
Text value 2 | This field is utilized by DDI staff for the purposes of third party software |
When you have finished entering the information, click OK to add the new code to the list.