3 Modifying One View Watchlists

This chapter contains the following topics:

• Modifying Watchlists

• Deleting Watchlists

3.1 Modifying Watchlists

This section discusses how to:

• Modify a personal Watchlist.

• Modify a shared Watchlist.

3.1.1 Modifying a Personal Watchlist

To modify a personal Watchlist:

1. Select the Watchlist that you want to modify from the Watchlists menu. The application for which the Watchlist was created opens.

2. Select the Watchlist Design icon to access the Watchlist Management tab.

3. In the Watchlist Name field, use the drop-down menu to find and select your personal Watchlist.

4. Make your desired changes to the Watchlist and select the Save Watchlist icon. You can also select the Save Watchlist As icon to create a new Watchlist from this one.

3.1.2 Modifying a Shared Watchlist

To modify a shared Watchlist:

1. Select the Watchlist that you want to modify from the Watchlists menu. The application for which the Watchlist was created opens.

2. Select the Watchlist Design icon to access the Watchlist Management tab.

3. In the Watchlist Name field, use the drop-down menu to find and select the shared Watchlist.

4. Select the Reserve Watchlist icon. You must reserve the shared Watchlist before you can edit it.

   
   

   Note: When someone reserves a Watchlist, ”(Reserved by user id)" displays above the Watchlist name. Only one user can reserve the Watchlist at a time. When you reserve a Watchlist, it appears in your Watchlists menu under the heading Reserved Watchlists. This serves as a reminder that you currently have a Watchlist reserved.

   
   

5. Make your desired changes to the Watchlist and then select the Save Watchlist icon.

   If you decide that you do not want to make changes to the Watchlist, select the Release Reservation icon to release the Watchlist without making any changes.

6. Finally, select the Re-Publish Watchlist icon to republish the Watchlist with your changes.

7. A pop-up window stating, ”You are updating the shared copy of this Watchlist that other users may be using. Continue?” appears. Click OK.

   The system releases your reservation, re-publishes the updated shared Watchlist, and removes the Watchlist from the Reserved Watchlists section of the Watchlists menu.

3.2 Deleting Watchlists

This section discusses how to:

• Delete a personal Watchlist.

• Delete a shared Watchlist.

3.2.1 Deleting a Personal Watchlist

To delete a personal Watchlist:

1. Select the Watchlist that you want to delete from the Watchlists menu.

2. Within the application, select the Watchlist Design icon.

3. Use the drop-down menu to enter your Watchlist in the Watchlist Name field.

4. Select the Delete Watchlist icon.

5. Click OK on the ”Are you sure you want to delete this Watchlist?” pop-up window.

3.2.2 Deleting a Shared Watchlist

To delete a shared Watchlist:

1. Select the Watchlist that you want to delete from the Watchlists menu.

2. Within the application, select the Watchlist Design icon.

3. Use the drop-down menu to select and enter the Watchlist in the Watchlist Name field.

4. Select the Reserve Watchlist icon. You must reserve the shared Watchlist before you can delete it.

   
   

   Note: When someone reserves a Watchlist, ”(Reserved by user id)” displays above the Watchlist name. Only one user can reserve the Watchlist at a time.

   
   

5. To delete the shared Watchlist, select the Delete Watchlist icon.

6. Click OK on the ”NOTE: This action will delete the shared copy of this Watchlist. Are you sure you want to delete this Watchlist?” pop-up window.

   The system deletes the shared Watchlist and removes it from both the Shared Watchlists and the Reserved Watchlists sections of the Watchlists menu.

Note: If you delete all of the Watchlists that you have permissions to view, you will no longer see the Watchlists drop-down menu.