Difference between revisions of "Profiles"

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__NOTOC__[[Main_Page|Home]] > [[Administration]] > [[Data]] > Profiles
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This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/data/profiles/ Hornbill Document Library].
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[[file:hornbill-document-library.png|Hornbill Cloud|link=https://docs.hornbill.com/esp-config/data/profiles/]]
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{{bluebanner|[[Main_Page|Home]] > [[Administration]] > [[System Administration|System]] > [[Data]] > Profiles|[[:Category:Administration|Index]]}}
 
== Introduction ==
 
== Introduction ==
Profiles provide hierarchical tree structures that can be used within different application for applying profiles or categories.
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Profiles provide hierarchical tree structures that can be used within different applications for applying profiles or categories.
  
 
== Profile List ==
 
== Profile List ==
 
The Profile List shows all of the existing profiles.  Some of these profiles may have been automatically added through the installation of an application and are pre-configured and ready to be used by these applications.   
 
The Profile List shows all of the existing profiles.  Some of these profiles may have been automatically added through the installation of an application and are pre-configured and ready to be used by these applications.   
* Adding - In the top right, clicking on the ''+'' (add) button will start the process to create a new profile
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:* '''Adding'''
* Deleting - Using the check boxes next to the existing Profiles, select which ones you wish to delete and from the top button menu select ''Delete Selected''.  Be aware that these profiles may be in use by an application and deleting them may impact that application.
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:: In the top right, clicking on the ''+'' (add) button will start the process to create a new profile
* Profile Details - By clicking on the name of any existing Profile, you will be taken to the Details page for that profile.  From there you will be able to manage the Profile Tree and other settings.
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:* '''Deleting'''
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::Using the check boxes next to the existing Profiles, select which ones you wish to delete and from the top button menu select ''Delete Selected''.  Be aware that these profiles may be in use by an application and deleting them may impact that application.
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:* '''Profile Details
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::By clicking on the name of any existing Profile, you will be taken to the Details page for that profile.  From there you will be able to manage the Profile Tree and other settings.
  
 
== Manage Profiles ==
 
== Manage Profiles ==
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* Code Allowed Chars  
 
* Code Allowed Chars  
  
==== Customer Fields ====
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==== Custom Fields ====
 
* Enabling
 
* Enabling
 
* Names
 
* Names
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[[Category:Administration]]
 
[[Category:Administration]]
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Revision as of 19:22, 21 November 2023

This document can now be found at its new location in the Hornbill Document Library.

Hornbill Cloud