¶ Dossier Profile
Empty state of the profile page will be displayed as below:
Profiles home page list view has differenet columns, each column will show the information as below
- Name : Name of the Profile will be displayed.
- Usages : Count of usage of profile in collection will be displayed.
- Created By : Name of the Creator of the profile will be displayed.
- Created On : Date and time of the creation of profile will be displayed.
- Modified By : Latest modified personel information will be displayed.
- Modified On : Latest modifiied date and time will be displayed.
¶ Create Profile
Profiles can be created by clicking on New Collection Profile button on the Top Right corner.
After new collection profile click, on the next screen, we can see the option to select whether to create new profile or copy of a profile, which can be seen in the below image.
Provide Collection profile name and description on this page and click on save button.
After successful creation, Details of the profile will be loaded like below.
¶ Manage Profile
In the Details Page, User can add the Fields to the profile, by clicking on the Add Field button
After clicking the button, sidel panel will be opened to add field where we have to two options either to select already existing field from the library or to create new field which are specific to this profile.
¶ From Field Library
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Newly added fields can be seen in the below image.
¶ Create New Field
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Newly added fields can be seen in the below image.
General information can be edited by clicking on the pencil icon and update the information and save it.
Newly added fields can edited and updated, by clicking on the pencil icon which is there for all the fields, upon click, side panel will be opened to show the existing data to update.
Fields can deleted by clicking on the Trash icon which is there for all the fields, upon click, pop-up screen will be opened to show Are you sure want to delete field? message, clicking on Yes, I’m sure will delete the field from the profile, and clicking on No, I’m not will close the pop-up screen.
¶ Collection creation from profile
Collection can be created from detail screen of profile, by clicking on Create collection from profile button, upon clicking on create collection page will be opened and details can be filled and created.
collection linked to profiles will be displayed in the usages section of the profile details page, it will have link icon, upon click, collection page will be displayed.
Sort
A Sort icon is present against every field which allows a user to sort and display the data in either ascending or descending or in a default order.
Total
Total Field shows the number of profile are available in the profiles overview page.
Search
Search Field is available to search any particular profile in the overview page.