All articles
-
Adding a field to a Layout
-
Assigning permissions for new field
-
Authentication
-
Creating a Share Class
-
Downloading and Editing the Full Schema
-
Editing the Number of Approvals for a Field
-
Field Variations - v1.4.6
-
Filter records
-
Getting started
-
How do I add a field?
-
How do I add a group?
-
How do I add a page?
-
How do I assign a user to a Group?
-
How do I change my password?
-
How do I create a new Fund?
-
How do I create a Report?
-
How do I create a User?
-
How do I define which user groups can approve field changes?
-
How do I delete a field?
-
How do I delete a User?
-
How do I edit data in an object such as a Fund or Share Class?
-
How do I set a field as mandatory?
-
Importing CSV files into Excel
-
Linking a new or existing Fundipedia field with MPS
-
Objects and fields
-
Pagination
-
The Review System
-
Updating MPS with new share class
-
Using Reporting Standards - v1.4.5
-
Using the Change Event System - v1.4.6
-
Webhooks
-
What is the process for approving a change to one or more fields?