The Operation drop-down selection list and it’s accompanying Do It! button is located at the bottom of every tab (except the Trading Universe tab) in the Trading Specification Dialog. It is used to perform various operations for or on the definitions listed in the tab, as well as creating new definitions.

The Do It! button performs the operation selected in the selection list. Many of these operations act on those definitions in the tab that have been selected by checking the checkmark next to their Edit button. Multiple definitions can be acted on simultaneously.

The list of operations shown in the selector varies according to context and which operations are permissible in that context. The full list of operations is:

• Create: this opens the DEfT Wizard so you can create a new definition, of the type defined by the current tab in the Trading Specification Dialog
• Paste: (only shown if a definition of the tab’s type has previously been copied) to paste a copied definition into the tab. Please note:
  1. As all definitions (except Private Terms) must have a unique name, the Paste operation may append ‘…Copy X’ to the end of the definition’s name, where X is a number chosen to ensure uniqueness.
  2. If the definition you’re pasting is a Named Term that contains Private Terms, and it’s being pasted into the private terms area of another definition, then the term will be ‘flattened’ i.e. its private terms will be elevated to the same level as the parent term, so they all become private terms in the target definition. You will be warned this is about to happen and given the option to cancel if you wish.
  3. When Shared Rules and Shared List Selectors are pasted into a Trading Strategy, you will be asked if you want to paste the definition as a:
     • Copy: in which case the shared definition is copied to the strategy. Subsequent changes to the definition in the Shared Rules / Lists tabs of the Trading Specification dialog will then have no impact on this copy. Similarly, changes to the copy will have no impact on other versions of the Shared Rule or List.
     • Link: pasting a link has performance advantages, in that the Shared Rule or List is only evaluated once for all strategies where it is used. In can also make it easier to manage, as any changes made to the definition in the Shared Rules / Lists tabs of the Trading Specification dialog will be replicated in all strategies where it is linked. Because of this, you will not be able to edit the linked definition in a strategy. That can only be done in the shared definitions tabs.
• Import: allows you to import a definition from another Trading Spec. The same flattening and name uniqueness steps occur, as in the Paste operation
• Move selected up/down: moves those definitions whose selection checkmarks are checked, up or down in the definition order
• Copy selected: copies the selected definitions so they can be pasted in the tab area (or private term area for terms) for definitions of the same type, in either the Shared or Strategy levels of the Trading Specification dialog
• Duplicate selected: makes a duplicate copy of the selected definition(s) in the current tab area. Name uniqueness is enforced, as for the Paste operation
• Cut selected: copies and removes the selected definition(s) from the current tab area. They can then be pasted into another tab area of the same type
• Delete selected: removes the selected definition(s) from the current tab area
• Show selected: displays the selected definition(s) in the Console
• Show entries in selected: displays the options chosen and the data that was entered into the DEfT Wizard, in order to create the selected definition(s). This can be useful if you forget the specific sequence of steps that were used to create the definition in the Wizard
• Select / De-select all: Checks / unchecks the selection checkmarks for every definition in the current tab