/settings/add (create), /settings/edit (update)
Create workflow
1
Open Add form
From settings list, click Add.
2
Define identity
Set
index (unique key), indexLabel, exchange, assetClass, colors.3
Enable trading modes
Toggle
tradingModes for cash, futures, options. Pick activeSegment for dashboard default view.4
Configure segment fields
Fill nested cash, futures, and/or options sections. See field guides.
5
Save
Submit creates document via
POST /indexSettings. Backend generates option chains and instrument mappings.Edit workflow
Open Edit from list row. Same form with existing values. Save callsPUT /indexSettings.
Changes to active indices trigger:
- Socket
fetchIndexSettingDatato all clients - Backend instrument resubscription