Create a New Personal Profile

Purpose

Save the current profile as a Personal Profile with settings and properties that apply to a specific window for a specific user.

Where to find

Save a new Personal Profile is available from the >> Additional Options - Profiles menu in the toolbar on a browse or edit window.

How to… Save the current profile as a new Personal Profile

1.   Manipulate the data on a browse, edit, lookup or detail edit window as required.

2.   Click >> then Profiles - Save a new Personal Profile.
The Profile Details dialog opens.

3.   Enter a Description for the personal profile.

4.   Select the Site to which it applies.

5.   Enter Notes about the profile if necessary.

6.   Click OK to save the Personal Profile.

Data fields

These data fields appear on the Profile Details dialog.

As a result...

●    The Personal Profile is displayed in the Profiles tree.

●    Click  to edit the Profile Details.

Business rules

• Only a system administrator with the appropriate rights can add and save a Global Profile that can be used by other users.
• A User can add one or more Profiles for a specific view of an item, but only one can be specified as the Default Profile.

Please note!

• The new Personal Profile is a copy of the current profile for the displayed window with customised settings and properties.
• Profiles are specific to a Site, User and view of an item.
• A User can use any of the Profiles listed in the Profile Details dialog if they have the applicable access Rights.
• The User’s current profile remains in use until the window is closed or another Profile is selected.
• Profiles allow a user to group, sort, filter and view the records in different ways without having to recreate the settings each time the window is opened.

What can I do?

These buttons are available in the Profile Details dialog.

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