Manage Folders menu

Organizing formulas into folders allows you to select a folder to export into a pac instead of having to choose each formula individually.

This drop-down menu lists folders already created and an option to manage folders (create, rename, delete).

 

Managing folders

Click the drop-down arrow, and click Manage Folders to open the Manage Folders window. (You can also right-click the formula list or click the Folders button on the Utility toolbar.)

 

To create a folder and add formulas to it:

1.  Click the Create Folder button.

2.  Type a name for the folder.

3.  Click OK.

4.  Select a formula type from the Component Type drop-down menu.

5.  Click the formula to add to the folder.

6.  Click the >> button.

7.  When you are finished adding formulas to folders, click Close. Formulas in a folder must all be of the same type, that is, you cannot have a folder with both Trade Systems and Conditions.

If a formula is included in a folder, that folder name is indicated to the right of formula name.

To rename a folder:

1.  Select the folder from the Folder drop-down menu.

2.  Click the Rename Folder button.

3.  Type the new name.

4.  Click OK.

To delete a folder:

1.  Select the folder from the Folder drop-down menu.

2.  Click the Delete Folder button.

3.  Click Yes  to confirm.

To move a formula to another folder:

1.  Right-click the formula.

2.  Point to Move to Folder.

3.  Click a folder.