TradeSuite ID® View Profile Page

The Display Fields group in the View Profile page shows the lists of Available Fields and Selected Fields. You can move the fields from one list to the other to determine the columns that appear on the trade blotter. In the Selected Fields list, use the up and down arrows to arrange the order of the columns.

Click the icons to expand, collapse, and print the content on this page.

 

 

  1. At the menu, click Profiles.
  2. Click View Profiles.

    The View Profile page displays the field selections for your default view profile. To review or modify a different view profile, select it from the menu.

    View Profile Page
    View Profile Page

The next table shows the view profile buttons.

Table 2  View Profile Buttons
Click: To:
Apply

Apply the current profile and return to the main trade blotter page with the displayed view profile used. You can also use this button to apply a view profile to the trade blotter after making changes to it.

  • For an existing view profile, save these changes by clicking Save. Next, apply the updated view profile by clicking Apply. This updated view profile is used to display data in the trade blotter.
  • For a new view profile, save the changes by clicking Save As. Next, apply the new view profile by clicking Apply. This new view profile is used to display data in the trade blotter.

If you make updates to a view profile without clicking Save or Save As, the TradeSuite ID service applies the changes as an ad hoc profile. When the page refreshes, Ad hoc displays as the view profile name.

Save Save the settings when you modify a user-defined view profile.
Delete

Delete a user-defined view profile. If you designated the deleted profile as the “use as default” view profile, the Standard View profile becomes the “use as default” view profile.

You cannot delete the Standard View profile; therefore, this button is unavailable for this predefined view profile.
Save As Name a new view profile or change the name of a current view profile setting. Save As becomes available when you type one or more valid characters in the Profile Name field.
Move right Move one or more selected fields from the Available Fields list to the Selected Fields list. Moved fields appear beneath any previously selected fields in the list. To select more than one field at a time, hold down the Ctrl key while you make your selections.
Move left Move one or more selected fields from the Selected Fields list to the Available Fields list. Moved fields appear on the list in alphabetical order. To select more than one field at a time, hold down the Ctrl key while you make your selections.
Move up Move one or more fields in the Selected Fields list up one position. To select more than one field at a time, hold down the Ctrl key while you make your selections.
Move down Move one or more fields in the Selected Fields list down one position. To select more than one field at a time, hold down the Ctrl key while you make your selections.

The next table describes the fields on the view profile page.

Table 3  View profile fields
Field Description
Profile Name

Type a profile name with the maximum length of 40 characters. The profile name must begin with a lowercase or uppercase alphabetic character. Valid characters are:

  • Lowercase alphabetic characters (a-z)
  • Uppercase alphabetic characters (A-Z)
  • Numeric characters (0–9)
  • Space
  • Underscore (_)
  • Plus (+)
  • Minus (-)
Use as Default Select this check box to make this profile your default view profile.
Available Fields Displays the fields not currently included in the view profile. Use the arrow buttons to move the fields from the Available Fields to the Selected Fields and vice versa.
Selected Fields Displays the fields currently included in the view profile. Use the arrow buttons to move the fields from the Selected Fields to the Available fields and vice versa.