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If you plan to use a form to add several entries with similar characteristics, you can save time by creating a profile. A profile is a template you can use to add repetitive information in the system. This functionality is available on all panels.

Public profiles are available for use by all members that belong to your Report Profile group. Your system administrator sets up Report Profiles in the User Administration window. Private profiles are only available for use by your User ID. 

Content on this page:

Create an Entry Profile

To create a 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 a Profile

To use a security profile:

  1. Access the security panel.
  2. Click Retrieve. Or right click anywhere in the panel and select Retrieve Profile.
    You see the Profile Selection dialog box.
  3. Double 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.
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