NOTE: The following documentation applies to AdvisorEngine TAMP clients only.
The Model Center contains a robust search and filtering engine to help you narrow down what you are looking for.
Searching
Models can be searched by all or part of the Product Name. Start typing in the Search box to have the list dynamically filtered based on your search criteria.
Clear the search box to view the full list again.
Filtering
The filter control
in the upper left of the Model Center grid allows you to set specific search criteria across a range of fields.
Creating a New Filter
- Click
in the upper left of the Model Center grid. - Click Create New Filter in the bottom of the drop-down. The Create Filter dialog opens.
- Click the Filter drop-down to select a field to filter by. See below for note on the Advanced Search selection.
- Click the Value drop-down to select one or more criteria for the selected Filter field. Multiple options will use OR logic to aggregate all selections made.
- The Advanced Search filter field functions differently. After selecting Advanced Search, select a Category to search. Click and drag the low and high ends of the Value slider to set the range to search for.
- If desired, click Add Filter to add another set of filter criteria. Multiple filter lines will use AND logic, returning only results that match all filters added.
- Click Apply.
The filter is applied. The
icon updates with a number, indicating how many filter rules are currently in effect.
Clear Filters
After applying a filter, click Clear Filters to remove any active filters.
Editing an Active Filter
With a filter active, click
to view the currently active rules and make any needed changes.
Save Filter
In the Create Filter dialog, click Save Filter in the bottom left to store the set criteria for later use. Enter a name for the filter and click Save.
Using a Saved Filter
With no filters active, click
. Any saved filters are displayed in the initial drop-down list. Select the saved filter you wish to apply.
Editing a Saved Filter
Saved filters cannot be edited directly. To make changes, load the saved filter, adjust the criteria, and save the filter with a new name.
Renaming a Saved Filter
With no filters active, click
. Hover over the saved filter to rename and click
. Enter the new name for the filter and click Save.
Deleting a Saved Filter
With no filters active, click
. Hover over the saved filter to delete and click
. You will be prompted to confirm the action. Click Delete to proceed.
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