Defining a Characteristic for a Profile

Prerequisites

To define a characteristic for a profile, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Account)

Procedure

To define a characteristic for a profile:

  1. Ensure that the Characteristics section is expanded when you are defining or editing a profile.

    the Characteristics section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the profile. Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the profile.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Account.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the profile.
    Characteristic Value Used to specify the value for the characteristic type.
    Note: On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the profile.
  2. Enter the required details.
  3. If you want to define more than one characteristic for the profile, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the profile, click the Delete (The Delete Icon) icon corresponding to the characteristic.

Related Topics

For more information on... See...
How to define a profile Defining a Profile
How to edit a profile Editing a Profile