Strategy 1

Entities

• "-" (dash) - System default entity, indicating absence of relation to an entity

Entity Viewer Layout

• STRAT (com.finmars.standard-layouts:strategies.strategy1:strat)
  • User code (user_code) - unique code for the entity
  • Group (group) - workspace specific 
  • Short name (short_name)
  • Name (name)
  • Public name (public_name)
  • Notes (notes)

Form Layout

• Strategy 1 - Complex Field which include user_code and different Name fields
• Group
• Status - Enabled/Disabled/Deleted (Disabled is when it's excluded from reports)
• Notes

Import Scheme

• STD - STRAT (com.finmars.standard-import-from-file:strategies.strategy1:strat)