Review Available Funds Wizard PropertiesReview Available Funds Wizard PropertiesYou can change certain system settings and defaults for the Review Available Funds wizard using the Set Properties window. The Review Available Funds wizard allows you to set the following properties.
Display Property Page
The Display Property Page value allows you to choose when to display the Review Available Funds wizard’s set properties window. Select one of the following options.
| • | Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client. |
| • | Never – Does not display the Set Properties window as part of the wizard workflow. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. |
Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.
Behavior
On the Behavior tab, you can set the following behavior property.
Miscellaneous Behavior
When Searching Funds, Go Directly from Fund Lookup to Review Available – Allows the user to skip the process of identifying all or selected funds in the search process, and go directly to reviewing available funds. This property is delivered selected.
Defaults
On the Defaults tab, you can set defaults to customize your use of the wizard.
Search Preferences
Preferred Search Type – Select one of the search method options. Search is the delivered search preference type.
Preferred Search Index – Select an index from the list. The delivered value is Fund ID.
Selection Defaults
You can select a Default for List Fund Selection. The delivered value is All.
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