Skip to main content
Kofax

Public and Private Views in Confirm

Question / Problem: 

How to create Private and Public Views in Optitrade Confirm?

Answer / Solution: 

Open the Confirm UI and navigate to Trade Explorer module. Click on the magnifying glass search on the top right corner of the screen. 

clipboard_ef499567fed638c8161b2e38b09379df9.png

Select / Enter the data in the the field you would like to see in your Query. 

Click Save. You will be prompted whether to save a User or Public View. 

 

clipboard_ed174163228d5971291ae1a0cf155ab5f.png

Save and Close.

Next time you load the Trade Explorer the Public and User queries will be visible on the left hand side pane.

 

Author: Shivani Gupta

Applies to:  

Product Version
Confirm 5.3+

 

 

  • Was this article helpful?