Portfolio Editor Templates

[John Lea]

I have been having problems setting up and saving templates. At times I could customize and save a template but could not recall it even though it was in the template list. Yesterday I thought I got it to work but then today it went strange again.

FM and the data are in the cloud and I notice that when closing the program it indicates "not responding" for some seconds and then closes so I thought I wasn't giving things enough time to load a template or a change. (They did switch pretty fast when i thought things were working though.) Oddly enough, before I thought I had fixed things, the template that I could not call up would load on program restart.

Today I had a similar problem with added features and am attaching pictures of the PE and Properties box.

I am a completely baffled and if it is an upload/download problem I would be happy to bring it all down to my computer and back up like the old days if moving all down to the PC is straight forward and easy.

[John Lea]

Looks like only one picture went but it has the info. The other was the same without the properties box.

I just looked at FM with the same template but different investment and it too was weird but while I was looking at it the template changed and looked fine. I suspect it is a speed issue and I template that I called on earlier arrive while I was typing the first message.

[John Lea]

On further review, I called up a new template and waited a few minutes and it did not arrive. I closed the program and reopened it. The template arrived when the program loaded. That would be awkward to do each time I switched templates

[Mark]

Hi John Lea,

It should not matter whether you're using portable/cloud mode or not. When you switch templates, what exactly happens? Do the column labels change, but the data isn't updated, or is showing N/A, or is from a different column?

Can you try this:

1) Make a backup, using "File / Backup...", and save it somewhere.
2) Delete all your templates using "View / List Columns... / Template... / Edit Template List... / Delete".
3) Re-create two of your templates.

If you now switch between these 2, does it work?

[John Lea]

I will give that a try.

Sometimes when I switch templates nothing happens. Other times it will change a template once but not again. Almost always it will bring up the template when I restart the program.

I noticed on one or two occasions that the data appeared to belong to another template.

[John Lea]

I deleted all templates (about 6) and then added two new ones. No problems adding them but I could not switch back and forth between the two. In addition, I could not resize the column widths. They would drag ok but pop back to the original setting.

The program still takes a while to shut down (not responding) and when I restart loads the template I requested before shutting down but did not get.

[John Lea]

I deleted all templates (about 6) and then added two new ones. No problems adding them but I could not switch back and forth between the two. In addition, I could not resize the column widths. They would drag ok but pop back to the original setting.

The program still takes a while to shut down (not responding) and when I restart loads the template I requested before shutting down but did not get.

[Mark]

Hi John,

1) What version of FM are you using?
2) If you repeat that exercise, and just add 1 simple column, does that work? I'm trying to understand if it is some specific column you're choosing that is causing the problem.

[John Lea]

I am using 2020.16.7.100 Quote 561 Trans 243

I will do what you suggest. I did notice that I can customize the view (and maybe save it) but I can't recall a saved template without restarting the program.

[John Lea]

I may have misunderstood your request but I deleted the existing templates and saved a new one with the "Name" as the only column. I then created another template with 4 columns and saved it. I tried calling up the first one and failed.

[Mark]

Hi John Lea,

Why don't you give me a call. I'm not sure what is wrong, but would like to see the problem myself. We can do a quick web meeting. My number is (480) 705-0129.

[John Lea]

I will try tomorrow but you may be overestimating my interweb abilities.

[Mark]

No worries, I can walk you through joining a meeting.

[John Lea]

I seem to be able to change the columns as needed and am not a big user of the templates in any event. I am ok and won't be taking up any more of your time. I appreciate the help.

[Mark]

Okay, let me know if you change your mind and want to investigate further...