Manipulating Trade Templates

Note that not all types of trades allow creating a trade template.

 

1. Saving a Trade Template

Enter a trade in a trade worksheet, and select the product-specific menu and choose “Save As Template” to create a trade template.

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You will be prompted to enter a template name, and to specify if the template is private or not (other users will not be able to use private templates).

The values of the trade will be used as default values when the template is selected in the same trade window.

To store trade keywords with the template, add the keyword names to the domain "tradeTmplKeywords".

Example:

 

2. Using a Trade Template

A template can be used to specify a trade speed button, and is available for selection in a trade worksheet from the Template field.

 

3. Deleting a Trade Template

Select the product-specific menu and choose “Delete Template”.

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You will be prompted to select a template name.

Only the user who created a template (whether it is public or private) can delete it.

You can also delete templates from the Calypso Navigator using Utilities > Maintenance > Monitoring > Clean-up > Clean-up Database > Products panel.

Refer to Calypso Utilities documentation for details.