Editing a Profile

Procedure

To edit 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.
    The Profile screen appears.
  3. In the Search Results section, click the Edit (The Edit Icon) icon in the Edit column corresponding to the profile whose details you want to edit.
    Note: If a profile is used in any construct, a message appears confirming whether you want to edit the profile. You must click OK if you want to edit the profile. Any changes made to a profile will not be reflected in any construct where the profile is already used unless you create the entity using the latest profile.

    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 Displays the profile name. Not applicable
    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 : Define, edit or remove characteristics from the template, if required.

  4. Modify the details in the Main tab, if required.
  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 changes made to the profile are saved.

Related Topics

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