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finance:utilities:movecurrenttonewfileid

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finance:utilities:movecurrenttonewfileid [2017/08/08 15:56] – emorenofinance:utilities:movecurrenttonewfileid [2024/10/25 14:31] (current) – emoreno
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 <WRAP round intro>This utility is used to select individual funds or all funds in the current file ID and either move or copy them to a new file ID. The file ID can be a single character (alpha or numeric). <WRAP round intro>This utility is used to select individual funds or all funds in the current file ID and either move or copy them to a new file ID. The file ID can be a single character (alpha or numeric).
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 +[[general:tsdsextracts|TSDS Extract Notes]]
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 </WRAP> </WRAP>
  
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 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^New File ID|Type a one character file ID, or click {{:images:dropdown.gif|}} to select the file ID to which you want to move or copy funds.| +^New File ID|Type a one-character file ID, or click {{:images:dropdown.gif|Drop-down Arrow}} to select the file ID to which you want to move or copy funds.| 
 ^Move|Select to move the fund to the new file ID.| ^Move|Select to move the fund to the new file ID.|
 ^Copy|Selected by default, to copy the fund to the new file ID.| ^Copy|Selected by default, to copy the fund to the new file ID.|
  
-Scroll through the list of funds, and then select the **Select** field of the desired fund.+VCV Select the checkbox of the applicable fund(s).
  
   * To select multiple rows when the funds are consecutive, select a fund to start at, and then press and hold SHIFT while selecting a fund to end the selection process. All the rows (between the first and last row) in the sequence are now selected.   * To select multiple rows when the funds are consecutive, select a fund to start at, and then press and hold SHIFT while selecting a fund to end the selection process. All the rows (between the first and last row) in the sequence are now selected.
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-^Execute|++Execute the process.|{{page.general:move_current_to_new]}++|+{{page>general:move_current_to_new}}
  
  
finance/utilities/movecurrenttonewfileid.1502207763.txt.gz · Last modified: 2017/08/08 10:56 (external edit)

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