6.3. Section Pane

Understanding the Assemblage Dialog — Sections Panel

The Sections panel of the Assemblage tool is your window into what you're viewing in the Assemblies panel.

How to view sections:

When you load an Assemblage configuration, by default you will be displaying the Assemblies in that configuration at the sections "highest" level.  In the following illustration, this is the Final Assembly.

The Assembly that is showing has (showing assemblies) next to it and is in bold font.

If you wish to view the Assemblies or content of another Section, you can simply double click on that section, or if you prefer, select the section, right click and chose "Show Assemblies"

In the illustration below, I have selected the Reports Assembly, and this is only viewing those assemblies in the Assemblies pane.

Finally, if you select an item that is not an assembly, but rather a section within that assembly, you will see that content.

This is useful when troubleshooting why a piece of content might not be matching up to its' parent assembly.

Disable Content –

You may have a need to disable a piece of content for a certain reporting period.  While you can certainly choose not to generate the given report, you will still be presented with Issues that might make your Quality Assurance process difficult.  Therefore, you can opt to disable the section.

To do so, simply highlight the section you wish to disable (this can be an Assembly or a piece of content within the Assembly),  and select "Toggle enabled"

 This will disable the content.

Disabled content will be displayed with a greyed-out icon.

This can also be useful in situations where you want to review certain pieces of content, like the reports, but not others (like the Cover Letter), or where you don't yet have the content but want to begin your review process without seeing Issues in the Issues lists.

Another situation where this might be useful is if your reporting sets automatically generate Year to Date and Quarterly Reports.  In the first quarter, of course, the Year to Date values are the same as the Quarterly, so most advisers only send out one.  Therefore, you could disable the content of the Year to Date report.