Initializing help system before first use

Using a Form to change parameters

The source file set the parameters that controlled the maximum investment that could be assigned per share and the maximum investment made into high-risk values.

We can add a form to the View to update these values. To add a form to the view:

  1. In the Portfolio.vdl file, in the column titled the CONFIGURATION, rename the column as "CONFIGURE THE BASIS FOR YOUR DECISION".
  2. On the artboard, select Column element named CONFIGURE THE BASIS FOR YOUR DECISION.
  3. In the Form, delete the Minimum investment into NA shares Field element .
  4. Select the Maximum investment per share field and use the action toolbar to move it above the Maximum invest in risky share in % field. Rename Maximum invest in risky share in % field as Maximum investment into high-risk values.

  5. In the lower Row, select the RESULTS column. Use the Action toolbar to move it to the left of the SCENARIO COMPARISON column.
    The Column cannot be moved outside the containing Row.
  6. Optionally, edit the RESULTS column Attributes. Remove the Offset value, and set the Size to 6.
  7. Republish the app to Xpress Insight.

    Form Layout

Parent Topic Adding a Custom User Interface

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