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Create Provisional Account
In your empty Space add a Provisional account (it will be used later)Use Default Account Type fro...
Create Pricing Policy
Before we start Import we should create a Pricing Policy, for now we can use Standard Pricing Pol...
Vault Setup
To access Exante REST API we need to configure Vault Proceed with all the steps In the end your...
Space Create
Create new Space Continue with Wizard Wait until your Space is ready to Login
Integration to 3rd party
Go to the Settings -> Configuration -> Marketplace Click checkbox Show Modules Install Itech ...
Overview
The workflow is designed according to the following principles: Manager - a workflow that handl...
Interface Authorization
Overview This project uses token-based authentication with Keycloak integration. The authenticati...
Pipeline Setup for Data Import
Document the Data Import Pipeline:Outline the steps required to set up the data import pipeli...
Interface (Files Block)
Overview The FileTable component is a Vue component that provides a user interface for managing a...
Interface (States & Input blocks)
Overview This Vue component, named StateTable, provides a user interface for managing state files...
Input Files
Overview The input file is a JSON file that contains the configuration for generating the state f...
Generate State Workflow
Overview User Code: com.finmars.standard-workflow:generate-state This script is designed to gener...
Workflow Manager
Overview User Code: com.finmars.standard-workflow:workflow-manager Payload: Optional The Workflow...
Add Export Button to your Dashboard
Here, we found out how to add Export Button that generates PDF and saves it locally on User Devic...
Add Pie Chart to Your PDF Report
In this article you will learn how to add various charts to your PDF Report. Lets start!So, you h...
Add Dynamic Content to your PDF Report
Okay, we discover how to add static content, what about dynamic content? Lets find outAs I previo...
Creating Simple Report
You finished your installation and ready to create new PDF Report Template So you need to open y...
Getting Started
To install moduleGo to Settings -> MarketplaceType PDF Builder in search input Then press Insta...
Vault Setup
Connecting Vault Currently performed by a Finmars employee at the client's request. Initializing ...
Historical Data Download
Prerequisites Standard Configuration Package is installed Proxy server deployed Vault is configu...