Edit Constituent Formulation¶
Tip
If there are many formulations to update it can be done in bulk. Please contact support@activesteward.com.
1. 👆 Navigate to Constituents 👉 "Search Constituents".¶
2. 👆 Select the constituent to edit.¶
3. 👆 Navigate to Identity 👉 Sub-constituents.¶
4. 👆 Click "Update and/or add constituents".¶
5. ✍ Make any changes to the formulation by editing the percentages.¶
Tip
👆 Click the plus icon next to a constituent to add it to the formulation.
👆 Click the minus icon to remove a constituent from the formulation.