As mentioned above, you do not usually have to edit the values in profile properties yourself; the system does this automatically. For example, as part of creating a personalized Web site, you set up sensors or scenarios that track visitor’s behavior at your site and change profile properties accordingly. Or your developers might create a registration form with specific fields for new members to fill out; they set the form up so that the system updates the new member’s profile with the information he or she enters. However, there may be some situations in which you do have to edit a value yourself. For example, a site visitor might contact customer service with a request to change some of his or her information. To edit a value, do the following:
Select People and Organizations > Users.
Find and display the visitor profile that contains the value you want to change.
Click the cell for that value to make it active.
Change the value as needed. The way you enter the new value depends on the type of property you are working with.
If a drop-down menu button appears when you highlight the value field, click the button and select the new entry from the list.
If an ellipsis button (a button with “…”) appears when you highlight the value field, click the button. An edit dialog box appears, which you use to specify the new entry. In some cases you select the entry from a list of possible values; in others, you type the entry into the edit box.
For fields that can contain more than one value, an ellipsis button leads to a dialog box containing Insert Before and Insert After buttons. See Filling in Properties with Multiple Values for more information on how to use this dialog box.
If the value field contains a small black arrow, the value is linked to another item type in the repository. Click the arrow. Then click the ellipsis button to open a search dialog box where you can select or create new repository items of that type.
If no buttons or other interface elements appear when you highlight the value field, you can type the new value directly into the cell.
Required properties have an asterisk next to their names.
Read-only properties are displayed in gray. You cannot edit their values.
Some properties are linked to other properties from which they inherit their values. For more information, see Editing Derived Properties.
Select File > Save.
Editing Derived Properties
Some profile property values are inherited from other properties or from a parent organization or role (see Using Organizations and Roles later in this chapter). These properties have the following icons:
Indicates a property that inherits its value from another property (for example, in a parent organization or role).
To see how the property inherits its value, click the icon and select Derivation Details from the pop-up menu.
To override the inherited value, click the “...” button or type the new value directly into the field.
Indicates a property whose inherited value is currently being overridden by its own local value.
To see how the property inherits its value, click the icon and select Derivation Details from the pop-up menu.
To use the derived value, click the icon and select Use Derived Value from the pop-up menu.
Indicates a property whose value comes from a property in a different repository item.
To edit the repository item, double-click the icon to open the Item Editor.
To select or create another repository item of that type, click the “...” button.
