Create an Entry Profile

You can create an entry profile to save your entries in a panel for later use.

To create a an entry profile:

1. Access the form. 
2. Enter the data on the form.
3. Under Form Tools, on the Form tab, in the Profiles group, click the Save Profile arrow, and then click Save Profile.
   You see the Save Entry Profile dialog box.
4. In the Profile Name field, specify the name of the profile.
5. In the Publish section, indicate whether you want the profile to be Public or Private:
   - Select the Publish this profile to all users check box if you want the profile to be public. 
   - Clear the Publish this profile to all users check box if you want the profile to be private. 
6. In the grid, review the fields and field values included in the profile. 
7. If you want to change which fields are included, select or clear the check boxes beside each row to change which fields are included. Or click Undo all changes to revert to your original field selections.
8. Click Save.

Use

an Entry Profile

Before you enter data in a form, you can select an entry profile to apply your entry profile information. The entry profile supplies field values for selected fields.

To use a security an entry profile:

1. Access the security panel.Click Retrieve. Or right click anywhere in the panel and select Retrieve form.
2. Under Form Tools, on the Form tab, in the Profiles group, click the Save Profile arrow, and then click Select Entry Profile.
   You see the Select Entry Profile Selection dialog box. Double click For each profile, you see the Profile Name, Profile Type, Panel Name, Event Name, Profile Path, and whether the profile is Public or Private.
3. Click the profile you want to use.
   The system populates the fields on the security panel with the information that was specified in the profile.
4. Add the information that is unique to the new security.
5. Click Submit.
   You have manually entered security information using a profile.