Create Source Rules

In the Sources workspace, you can create new source rules.

To create source rules:

1. In Portfolio Data Center, from the left navigation, click Setup > Metadata > Sources.
   You see the Sources workspace with the available list of data sources.
2. Under Views, select the Source Rules tab.
   You see the Sources workspace is populated with the available list of source rules.
3. On the Home tab, click Create New list and select Source Rules.
   You see the Create New Source Rule dialog box.
4. Type a name for the source rule in the Name box.
5. Type a description about the source rule in the Description box, if required.
6. Under Select Data Types and Define Hierarchy section, select a category for which you want to define the source hierarchy from the Feed Types column.
7. Click Add Source list to add one or more source for the selected category.
   You can drag and drop the sources in the group to define the hierarchy order.
8. Similarly, repeat the steps to select one or more category from Feed Types column and define source hierarchy, as required
9. Once you have completed the selections, click Save.
   The system creates the source rules and lists it in the Source workspace.

Edit Source Rules

In the Sources workspace, you can view and edit the source rules.

To edit source rules:

1. In Portfolio Data Center, from the left navigation, click Setup > Metadata > Sources.
   You see the Sources workspace with the refreshed list of data sources.
2. Under Views, click Source Rules.
   You see the Sources workspace with the available list of source rules.
3. Select the source rules you wish to edit and click Edit in the Home tab.
   You see the Edit Source Rule dialog box.
4. Review the information, make the appropriate changes, and click Save.
   You see the refreshed list of all the available source rules.

Delete Source Rules

In the Sources workspace, you can delete the source rules.

To delete source rules:

1. In Portfolio Data Center, from the left navigation, click Setup > Metadata > Sources.
   You see the Sources workspace with the refreshed list of data sources.
2. Under Views, click Source Rules.
   You see the Sources workspace with the available list of source rules.
3. Select the source rules you wish to delete and click Delete in the Home tab.
   You see a message asking to confirm deletion.
4. Click Yes to delete the source rule.
   You see the source rule is removed from the available list.
   Note: Delete option is enabled only for the owner who has created the source.