Editing a rebalancing strategy on a fund shows blank filter on Fund config screen
  • 29 Jan 2025
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Editing a rebalancing strategy on a fund shows blank filter on Fund config screen

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Article summary

When editing a rebalancing strategy on a fund the screen is taken to the rebalancing tab under config and a filter is added to only show the selected fund and the filter is shown as blank.


Answer:

We are currently investigating this issue and will be resolved in a future FIT release.


Steps to Duplicate:

1. Go to Control Panel > Config > Funds

2. Open a record

3. Click the three-dot menu on a strategy in the Rebalancing strategy tile

4. Click Edit and note that user is directed to rebalancing tab and only the fund in question is shown.

5. Note that the filter on the top left is blank when it should show say the name of the fund in question rather than being blank.


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