Page Comparison

...

Add Field Groups

You can add field groups in the Create New Field Group panels.

To add a field group:

1. From the Setup workspace, click Field Groups in the left navigation.
   You see the Field Groups workspace with the current list of field groups.
2. Click Create New.
   You see the Create New Field Group dialog box with the Define tab highlighted.
3. In the ID field, enter a unique identifier.
4. Enter a Name for the field group.
5. Optionally, enter a Description of the field group.
6. Click the Data Type drop-down  and select a data type from the list. Options include:
   Security
   Analytics
   Ratings
   Variable Rates
   Third Party Cash Flows
   Prepayment Time Series
   Issuer
   Issuer Analytics
   Issuer Ratings
   Relationships
   Roles
   Price
7. Click the Ownership/Management drop down, and select the business group that will have the ability to manage data for the data strategy from the drop-down list.
8. Optionally, click All fields added to this field group must remain together to keep all fields together.
9. Click Next.
   You see the Fields tab.
10. Click the Select Fields drop-down, and check the fields that you want to include in the field group.
11. Click Next.
    You see the Data Strategy tab.
12. Click the Select Data Strategies drop-down and select data strategy that you want to apply.
13. Click Save & Close.

Edit Field Groups

You can edit a field group from the Edit Field Group panels.

To add a field group:

1. From the Setup workspace, click Field Groups in the left navigation.
   You see the Field Groups workspace with the current list of field groups.
2. Select the field group you want to edit and then, on the ribbon, click Edit.
   You see the Edit field Group panel.
   
3. Make the appropriate changes to the Define, Field, and Data Strategy tabs and click Save & Close.

Delete Field Groups

You can delete a field group from the Edit Field Group panels.

To delete a field group:

1. From the Setup workspace, click Field Groups in the left navigation.
   You see the Field Groups workspace with the current list of field groups.
2. Select the field group you want to delete and then, on the ribbon, click Delete.
   You see the Warning dialog reminding you that data strategies are dependent on field groups.
   
3. Click Yes to delete the field group.