To select a portfolio as the Home Portfolio field:
- Select the form in which you wish to enter data. For instructions, refer to Displaying a Form.
- Click the name of the tab you want to display.
- Click
in the Home Portfolio field. The Select a Portfolio pop-up window appears. - Select the home portfolio for the item from the Select a Portfolio pop-up window.
Note: Pop-up list cannot be selected. These are either portfolios you cannot access due to security permission, or Query Based Portfolios to which items or portfolios belong only if they meet pre-specified criteria.
- From the toolbar, click Save.