Shared Transactions Sourcing Custom Columns
Overview
Shared Transactions gives you the ability to create custom segments for your allocations.
There are two steps:
1) Create a field for your custom segment
2) Create a shared transaction sourcing record
STEP 1:
Once the custom segment has been enabled, go Netgain>Setup>Shared Transaction Templates
Select View on one of the listed templates.
Once in the template, select New Shared Transaction Allocation.
On the top right select Customize
This page will create the custom field.
Select the subtab titled Fields.
Then select the button titled New Field.
Next, label the field (i.e. Fund Type), create an ID (make this descriptive as it will be used later on), and decide the type of field it should be. If List/Record is selected, the field below will have a drop down menu where you will select which list you want to choose from when filling out the custom record. Then select Save.
Then when go back to your Custom Entry Form (Netgain>Setup>Shared Transaction Templates>View>New Shared Transaction Allocation>Customize) and there is the newly created field under the Fields subtab.
STEP 2:
Now create the Shared Transaction Record.
Go to Netgain>Setup>Shared Transaction Sourcing.
Select the button New Shared Transaction Sourcing
Then create a name for the New Shared Transaction Record (i.e. Fund Type).
For the Allocation Field ID, select the name of the custom field just created in STEP 2 above, then select the custom segment and select Save.
Once these step have been completed, you can now allocate with your custom segment.