Create an Entry Profile

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

To create 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 an entry profile:

1. Access the 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 dialog box. 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 row of the profile you want to retrieve. 
4. If you want to submit the form at once using only the profile information, click Apply & Submit. Otherwise, if you want to usereview the form and have the chance to add or change field values from those in the profile, click Apply.
   The system populates the fields on the security panel form with the information that was specified in the profile. You see the name of the profile you applied at the top of the form.
5. Add the any information that is unique to the new securityentry.
6. Click Submit.
   You have manually entered security information using a profile.