Defining a Profile

Procedure

To define a profile:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin Menu, select P and then click Profile.
    A sub-menu appears.
  3. Click the Add option from the Profile sub-menu.

    The Profile screen appears. It consists of the following tabs:

    • Main - Used to specify basic details about the profile.

    • Algorithms - Used to indicate algorithms that must be triggered on various system events when you use the profile for creating an entity.

    The Main tab contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Profile Used to specify the profile name. Yes
    Description Used to specify the description for the profile. Yes
    Entity Used to indicate the entity for which you want to create a profile. The valid values are:

    • Account

    		 Yes
    Status Used to indicate the status of the profile. The valid values are:

    • Active

    • Inactive

    		 Yes
    In addition, this tab contains two sections:

    • Default Values : In this section you can define the default values for fields related to the entity. These default values appear (depending on how the UI map is defined for creating an entity) when you create the entity (for example, an invoice account) using the profile. You can edit these values, if required. If the fields are displayed on the UI map, you can edit the values through the UI map or through the respective base entity screen (once the entity is created). However, if the fields are not displayed on the UI map, you can edit the values only through the respective base entity screen (once the entity is created). The Default Values section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Field Name Used to indicate the field for which you want to define the default value. Yes (Conditional)
      Note: This field is required when you are defining the default value for a field.
      Value Used to specify the default value for the field. Yes (Conditional)
      Note: This field is required when you are defining the default value for a field.

    • Characteristics : In this section you can define characteristics of the profile.

    Tip: Alternatively, you can access the Profile screen by clicking the Add button on the Profile screen.
  4. Enter the required details in the Main tab.
  5. If you want to define the default value for more than one field, click the Add (The Add Icon) icon in the Default Values section and then enter the required details.
    Note: However, if you want to remove the default value of a field from the Default Values section, click the Delete (The Delete Icon) icon corresponding to the field.
  6. Associate algorithms with the profile, if required.
  7. Click Save.
    The profile is defined.

Related Topics

For more information on... See...
Profile screen Profile
Search Profile zone Search Profile
How to associate algorithms with a profile Associating Algorithms with a Profile
How to define a characteristic for a profile Defining a Characteristic for a Profile