Article Details
Id:10439
Product:finPOWER Connect
Type:NEW
Version:1.06.03
Opened:28/08/2012
Closed:28/08/2012
Released:17/09/2012
Job: J010263

Information List defaults for Category for Documents and Report Templates added

The Information List used for a Document's Category (DocumentCategories) has been updated to reflect the different Report Explorer groups:

  • Account
  • Client
  • Security Statement
  • User
  • Other

The Information List used for a Report Template's Category (ReportTemplateCategories) has been updated to reflect the different Report Explorer groups:

  • Admin
  • Account
  • Account Status
  • Account Financial
  • Client
  • Securitisation
  • Security Statement
  • Transaction
  • User Security
  • Workflow

Setting the category to one of these values causes the Document or Report Template to appear in this group in the Report Explorer.