To add a portfolio to the Other Portfolios 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
next to the Other Portfolios field. The Select a Portfolio pop-up window appeSelect a parent portfolio for the item. Note: Portfolio names that appear faded in the Select a Portfolio pop-up window 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.