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Pipeline Setup for Data Import

DEPRECATED: Standard-workflow (One-click) Configuration instructions

Document the Data Import Pipeline:Outline the steps required to set up the data import pipeli...

Updated 9 months ago by Anton Petrushkaneki

Interface (Files Block)

DEPRECATED: Standard-workflow (One-click) System overview

Overview The FileTable component is a Vue component that provides a user interface for managing a...

Updated 9 months ago by Anton Petrushkaneki

Interface (States & Input blocks)

DEPRECATED: Standard-workflow (One-click) System overview

Overview This Vue component, named StateTable, provides a user interface for managing state files...

Updated 9 months ago by Anton Petrushkaneki

Input Files

DEPRECATED: Standard-workflow (One-click) System overview

Overview The input file is a JSON file that contains the configuration for generating the state f...

Updated 9 months ago by Anton Petrushkaneki

Generate State Workflow

DEPRECATED: Standard-workflow (One-click) System overview

Overview User Code: com.finmars.standard-workflow:generate-state This script is designed to gener...

Updated 9 months ago by Anton Petrushkaneki

Workflow Manager

DEPRECATED: Standard-workflow (One-click) System overview

Overview User Code: com.finmars.standard-workflow:workflow-manager Payload: Optional The Workflow...

Updated 9 months ago by Anton Petrushkaneki

Add Export Button to your Dashboard

PDF Builder

Here, we found out how to add Export Button that generates PDF and saves it locally on User Devic...

Updated 10 months ago by Sergei Zhitenev

Add Pie Chart to Your PDF Report

PDF Builder

In this article you will learn how to add various charts to your PDF Report. Lets start!So, you h...

Updated 10 months ago by Sergei Zhitenev

Add Dynamic Content to your PDF Report

PDF Builder

Okay, we discover how to add static content, what about dynamic content? Lets find outAs I previo...

Updated 10 months ago by Sergei Zhitenev

Creating Simple Report

PDF Builder

You finished your installation and ready to create new PDF Report Template So you need to open y...

Updated 10 months ago by Sergei Zhitenev

Getting Started

PDF Builder

To install moduleGo to Settings -> MarketplaceType PDF Builder in search input  Then press Insta...

Updated 10 months ago by Sergei Zhitenev

Vault Setup

Exante Configuration Installation Guide

Connecting Vault Currently performed by a Finmars employee at the client's request. Initializing ...

Updated 11 months ago by Anton Petrushkaneki

Historical Data Download

Exante Configuration Data Download

Prerequisites Standard Configuration Package is installed Proxy server deployed Vault is configu...

Updated 11 months ago by Anton Petrushkaneki

Configuration Installation

Exante Configuration Installation Guide

Installing Modules Prerequisites A created database with an activated license Actions Go to Se...

Updated 11 months ago by Anton Petrushkaneki