Profile Configuration Overview
- From the Administration menu, click Configuration.
- Click the Profile Types tab.
- Click the magnifier icon for the profile type.
- The data fields that comprise the profile type are organized into sections to help when reviewing and editing information. You will work with one section at a time. Use the fly-out menu to select sections.
- Select a tab to review and edit the format.
- Output Format - Displays what the section will look like when viewed by users.
- HTML Format - Displays the underlying HTML format used to create the section layout. HTML format consists of standard HTML with embedded database field references and directives.
- Testing Format - Displays how the section will look and behave when users edit the profile.
Fields - Displays a list of all data fields linked to the particular section. Each field includes a name, data type, description, and other properties.
- Use the Data Type column to find Keyword Selection fields. Keyword Selection fields can store a single value from a pre-defined list of values. Click the keyword table link to display the pre-defined values.
- To display a list of all keyword tables in the database, click Keyword Tables, then click the magnifier icon for the keyword table.
- Constraints - Displays a list of all constraints linked to the section. A constraint is a rule used to identify and prevent incorrect or invalid data or update data based on other data entered.
Select All Fields or All Constraints from the fly-out menu to display all fields or constraints for the profile type. You can link a field or constraint to more than one section.
