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CTP dynamic groups page

Dimensions > Entity > > CTP dynamic groups

Purpose of the page

This page allows you to view and create dynamic groups of counterparties.

Actions on this page

Element Description
This filters the data shown on the page.
This adds a row in order to insert a new relationship.
This duplicates the selected row.
Deletes the element contained in the selected row.
This enables/disables the grid modify function. This allows you to change the characteristics of the selected elements directly in the table, and to hide the configuration tabs.
Enables multi-row selection to allow mass changes.
Selects the columns to be shown/hidden in the table and those to be locked when scrolling the table.
Exports data in Excel format. This file cannot be re-imported into CCH Tagetik.
Exports the data in Excel format so they can be edited and reimported into CCH Tagetik.
Imports data from a previously prepared Excel file.
Definition result This displays and expands the result of applying the defined SQL rule.
This generates the dynamic group based on the defined SQL rule.