Clarity

  • 1.  Customizing tabs in portolio with portlet

    Posted Sep 17, 2016 04:23 AM

    I was willing to customize my portfolio views by adding some tabs with preconfigured portlets. The idea was to filter out different kinds of investments from the portfolio per each tab. I have noriced that if I set one filter for default in the portlet of, say, tab A, I find the same default filter in the portlet of tab B, so I presume they are apparently connected. Is there any way to have different default filters saved per each tab so the I don't find the same list filtered when changing from one to the next tab?



  • 2.  Re: Customizing tabs in portolio with portlet

    Posted Sep 17, 2016 09:00 AM

    If its the same portlet on multiple tabs, then there will only be one 'default filter' (or last filter used) across all the tabs.

     

    We can quickly "Save As" a portlet to create a copy of it though, so you can easily make multiple copies to use on different tabs.

     

    (not sure if thats true for stock portlets however? might have to manually create a copy)