Orders

Swappable Action Button Panels

Neovest's Swappable Action Button panels let you assign different sets of Action Buttons to selected accounts, destinations, or symbols in an Order Entry window.

The following instructions explain how to enable a Swappable Action Button panel:

With an Order Entry window open on your screen, click the gear icon, located on the far-right of the toolbar.

Click the "Preferences" icon on the drop-down menu that appears.

Once the "Order Entry Preferences" box appears, select the "Actions" tab.

Select Stock, Options, or Futures in order to add a panel(s) to the Order Entry window you prefer.

Note: Each Order Entry Window type can be independently configured with action panels.

Select whether you would like your Swappable Action Button panel to be located at the "Top," "Bottom," "Left," and/or "Right" of the order entry information in a Neovest Order Entry window.

In the drop-down menu located to the right of the box you just selected, indicate whether you'd like your Action panel to be "Basic," "Account Swappable," "Dest (destination) Swappable," or "Symbol Swappable."

Note: A "Basic" Action Button panel will enable the Action Button function regardless of the account, destination, or symbol entered into an Order Entry window.

Once you have finished selecting which Action Swappable panels to add to your Order Entry window, click OK.

The following instructions explain how to create an Account Swappable Action Button panel:

Right-click a Swappable Action Button panel and select Edit Account Swappable Setup from the menu that appears.

Note: In order to create an Account Swappable Action Button panel, you must first have selected Account Swappable from the "Actions" section drop-down menu in the "Order Entry Preferences" box.

Once the "Account Toolbar Setup" box appears, click Add Toolbar.

Once the "Configure New Toolbar" box appears, type the desired toolbar name into the "Toolbar Name" field.

Next, either select the Button/Action Setup button or right-click the space below the "Toolbar Name" field and select Button/Action Setup from the menu that appears.

Once the "Define Button" box appears, create the desired perimeters for your Action Button and click OK.

Note: For further information regarding the "Define Button" box, refer to the "Adding Action Buttons to Action Button Panels" section of the "Orders" chapter in Neovest's Help documentation.

A preview of the Action Button you created will appear in the "Configure New Toolbar" box. You may add as many Action Buttons as you wish.

Note: To add, edit, or delete a button, right-click the Action Button preview.

Once you have finished, click OK.

The newly created toolbar will appear in the "Available Toolbars" section of the "Account Toolbar Setup" box. You may create as many toolbars as you wish.

Next, click to highlight an account in the "Account Configuration" section and the toolbar you would like to assign it.

Note: All fields in the "Account Configuration" section are initially assigned the "Default Account Toolbar."

The arrows located in the center of the "Account Toolbar Setup" box provide a number of actions for assigning a toolbar to a symbol. Refer to the following table for more information:

Feature:	Description:
Append Selected Toolbar to End of List	Adds the selected toolbar to the end of the toolbars listed beside the highlighted account. This causes the buttons assigned to the selected toolbar to appear after the previously listed toolbar buttons.
Insert Selected Toolbar to Beginning of List	Adds the selected toolbar to the beginning of the toolbars listed beside the highlighted account. This causes the buttons assigned to the selected toolbar to appear before the previously listed toolbar buttons.
Replace List With the Selected Toolbar	Deletes the toolbars listed beside the highlighted account and replaces them with the selected toolbar.
Remove Selected Toolbar from List	Removes the selected toolbar from toolbars listed beside the highlighted account.

Once you have assigned the desired toolbar(s) to the desired account(s), click OK.

Select the account with the assigned Swappable Action Button panel on an open Order Entry window. The Action Button(s) assigned to the account will appear.

The following instructions explain how to create a Destination Swappable Action Button panel:

Right-click a Swappable Action Button panel and select Edit Dest Swappable Setup from the menu that appears.

Note: In order to create a Destination Swappable Action Button panel, you must first have selected Dest Swappable from the "Actions" section drop-down menu in the "Order Entry Preferences" box.

Once the "Destination Toolbar Setup" box appears, click Add Toolbar.

Once the "Configure New Toolbar" box appears, type the desired toolbar name into the "Toolbar Name" field.

Next, either select the Button/Action Setup button or right-click the space below the "Toolbar Name" field and select Button/Action Setup from the menu that appears.

Once the "Define Button" box appears, create the desired perimeters for your Action Button and click OK.

Note: For further information regarding the "Define Button" box, refer to the "Adding Action Buttons to Action Button Panels" section of the "Orders" chapter in Neovest's Help documentation.

A preview of the Action Button you created will appear in the "Configure New Toolbar" box. You may add as many Action Buttons as you wish.

Note: To add, edit, or delete a button, right-click the Action Button preview.

Once you have finished, click OK.

The newly created toolbar will appear in the "Available Toolbars" section of the "Destination Toolbar Setup" box. You may create as many toolbars as you wish.

Next, click to highlight a destination in the "Destination Configuration" section and the toolbar you would like to assign it.

Note: All fields in the "Destination Configuration" section are initially assigned the "Default Destination Toolbar."

The arrows located in the center of the "Destination Toolbar Setup" box provide a number of actions for assigning a toolbar to a destination. Refer to the following table for more information:

Feature:	Description:
Append Selected Toolbar to End of List	Adds the selected toolbar to the end of the toolbars listed beside the highlighted destination. This causes the buttons assigned to the selected toolbar to appear after the previously listed toolbar buttons.
Insert Selected Toolbar to Beginning of List	Adds the selected toolbar to the beginning of the toolbars listed beside the highlighted destination. This causes the buttons assigned to the selected toolbar to appear before the previously listed toolbar buttons.
Replace List With the Selected Toolbar	Deletes the toolbars listed beside the highlighted destination and replaces them with the selected toolbar.
Remove Selected Toolbar from List	Removes the selected toolbar from the toolbars listed beside the highlighted destination.

Once you have assigned the desired toolbar(s) to the desired destination(s), click OK.

Select the destination with the assigned Swappable Action Button panel on an open Order Entry window. The Action Button(s) assigned to the destination will appear.

The following instructions explain how to create a Symbol Swappable Action Button panel:

Right-click a Swappable Action Button panel and select Edit Exchange/Sym Swappable Setup from the menu that appears.

Note: In order to create a Symbol Swappable Action Button panel, you must first have selected Symbol Swappable from the "Actions" section drop-down menu in the "Order Entry Preferences" box.

Once the "Exchange/Symbol Toolbar Setup" box appears, click Add Symbol.

Once the "Input" box appears, type the desired symbol and click OK. A new field with the entered symbol will appear in the "Exchange/Symbol Configuration" section of the "Exchange/Symbol Toolbar Setup" box.

Next, click Add Toolbar.

Once the "Configure New Toolbar" box appears, type the desired toolbar name into the "Toolbar Name" field.

Next, either select the Button/Action Setup button or right-click the space below the "Toolbar Name" field and select Button/Action Setup from the menu that appears.

Once the "Define Button" box appears, create the desired perimeters for your Action Button and click OK.

Note: For further information regarding the "Define Button" box, refer to the "Adding Action Buttons to Action Button Panels" section of the "Orders" chapter in Neovest's Help documentation.

A preview of the Action Button you created will appear in the "Configure New Toolbar" box. You may add as many Action Buttons as you wish.

Note: To add, edit, or delete a button, right click the Action Button preview.

Once you have finished, click OK.

The newly created toolbar will appear in the "Available Toolbars" section of the "Exchange/Symbol Toolbar Setup" box. You may create as many toolbars as you wish.

Next, click to highlight a symbol in the "Exchange/Symbol Configuration" section and the toolbar you would like to assign it.

Note: All fields in the "Exchange/Symbol configuration" section are initially assigned the "Default Exch/Sym Toolbar."

The arrows located in the center of the "Exchange/Symbol Toolbar Setup" box provide a number of actions for assigning a toolbar to a symbol. Refer to the following table for more information:

Feature:	Description:
Append Selected Toolbar to End of List	Adds the selected toolbar to the end of the toolbars listed beside the highlighted symbol. This causes the buttons assigned to the toolbar to appear after the previously listed toolbar buttons.
Insert Selected Toolbar to Beginning of List	Adds the selected toolbar to the beginning of the toolbars listed beside the highlighted symbol. This causes the buttons assigned to the toolbar to appear before the previously listed toolbar buttons.
Replace List With the Selected Toolbar	Deletes the toolbars listed beside the highlighted symbol and replaces them with the selected toolbar.
Remove Selected Toolbar from List	Removes the selected toolbar from the toolbars listed beside the highlighted symbol.

Once you have assigned the desired toolbar(s) to the desired symbol(s), click OK.

Enter the symbol with the assigned Swappable Action Button panel into the symbol field on an open Order Entry window. The Action Button(s) assigned to the symbol will appear.