Profiles

The buttons in the footer are hidden when the drag and drop mode is activated.

Using the column header tools you can filter table entries or adjust their sequence. In order to filter table entries you can also use the free-text search.

Select an attribute profile

In order to select an attribute profile, proceed as follows:

1. Click on the “Select attribute profile” field to call up the corresponding selection menu.
2. Search for the attribute profile. Possibly use the free-text search or the column header tools to filter the list of attribute profiles.
3. Click on the attribute profile to select it.

Create attribute profiles

In order to create a new attribute profile, proceed as follows:

1. Click on the CREATE button to call up the corresponding dialog box.

2. Enter an identifier in the input field “Identifier”.
3. Select either a user or a user role. To do so, click on the respective radio button and select a user respectively a user role from the corresponding menu. Possibly use the text search to filter the list of users respectively user roles by a search term.
4. Click on thebutton to get to the next slider.

5. Select an attribute scope. To do so, click on the respective radio button. You can choose between the options “Standard attribute” and “Category attribute”.
6. Click on thebutton to get to the next slider.

7. If you chose the option “Category attribute”, you are now in the “Version” tab where you can select a category.
8. Select the superordinate taxonomy of the category from the “Version” menu. Following this, the corresponding category directory is shown below the menu.
9. In the category directory, click on the category to select it.
10. Click on thebutton to get to the next slider.

11. Select the desired attributes:
    • In order to select an attribute, transfer it from the left column to the right column. To do this, click on the attribute.
    • In order to deselect an attribute, transfer it from the right column back to the left column. To do this, click on the attribute.

• In order to finish the process, click on the APPLY button. A success message is shown. The new attribute profile now appears in the list of attribute profiles.
• In order to cancel the process, click on the CANCEL button.

Up to version 5.5.1: When assigning a user role, you can only assign user roles of the “Workbox” role type. Since version 5.5.2 attribute profiles can also be assigned to standard user roles. Role-based attribute profiles are availabe to any user the respective user role is assigned to. They, for example, can be used to create role-based search favorites in the “Search” app.

Attribute profiles can also be added to search favorites. Click here to learn more.

• Click here to learn more about the handling of the dialog box for selecting attributes.
• In some sections, the button for calling up the dialog box possesses the button. Via this button you can call up attribute profiles with a pre-selected group of attributes directly. Click here to learn more.
• Using the icon and the icon you can transfer all the attributes from one column to the other column at once.

1. Select the attribute profile as described above.
2. Click on the MANAGE button to call up the corresponding dialog box.
3. Possibly enter a new identifier in the input field “Identifier”.
4. Possibly select a new user role from the menu.

• In order to save your changes, click on the ACCEPT button. A success message is shown.
• In order to cancel the process, click on the CANCEL button.

You can add a new user role to a role-based attribute profile. Though, you cannot assign a new user to a user-based attribute profile.

Add attributes

In order to add further attributes to an attribute profile, proceed as follows:

1. Select the attribute profile as described above.

2. Click on the ADD button in the footer to call up the corresponding dialog box.

3. Select an attribute scope. To do so, click on the respective radio button. You can choose between the options “Standard attribute” and “Category attribute”.
4. Click on thebutton to get to the next slider.

5. If you chose the option “Category attribute”, you are now in the “Version” tab where you can select a category.
6. Select the superordinate taxonomy of the category from the “Version” menu. Then the corresponding category directory will appear below.
7. In the category directory, click on the category to select it.
8. Click on thebutton to get to the next slider.

9. Select the desired attributes:
   • In order to select an attribute, transfer it from the left column to the right column. To do this, click on the attribute.
   • In order to deselect an attribute, transfer it from the right column back to the left column. To do this, click on the attribute.

• In order to finish the process, click on the ACCEPT button. If the process was successful, a corresponding message will appear and the selected attributes are now added to the attribute profile.
• In order to cancel the process, click on the CANCEL button.

Attributes which are already included in the selected attribute profile are not listed again in the last tab of the dialog box where attributes can be added to the attribute profile. This applies to the left column as well as the right column.

Remove attributes

In order to remove attributes from an attribute profile, proceed as follows:

1. Select the attribute profile as described above.
2. In the table, tick the attribute you want to remove. You can also tick multiple attributes.
3. Click on the REMOVE button in the footer.
   The CLICK TO CONFIRM button is shown.
4. Click on the CLICK TO CONFIRM button to confirm the removal.
   A success message is shown. The attribute is now removed from the attribute profile.

Adjust the order of attributes

There are two different options to adjust the order of attributes of an attribute profile. You can either edit the values in the “Order” column according to the desired sequence , you can move attributes to the desired place in the sequence of attributes.

2. Move the toggle switch to the position .
3. In the row of an attribute, double-click in the table cell of the “Order” column.
4. Enter an integer value that determines the position of the respective attribute in the sequence of attributes.
5. Leave the table cell.
6. Change the order values for the other attributes.

2. Move the toggle switch to the position .
3. In the table row of the attribute you want to move, click on the  button and hold down the mouse button.
4. Move the attribute to the desired position in the sequence of attributes and release the mouse button.

5. Possibly move further attributes as described above.

• In order to save your changes, click on the SAVE button.
  A success message is shown.
• In order to dismiss your changes, click on the RESET button.

When moving attributes via drag and drop, the values in the „Order“ column change accordingly.

Sort attributes alphabetically

Using the SORT ALPABETICALLY BY IDENTIFIER button you can sort the attributes of an attribute profile alphabetically, whereby the attributes are sorted according to their identifiers. To do so, proceed as follows:

1. Select an attribute profile as described above.
2. Move the toggle switch to the position .
3. Click on the SORT ALPABETICALLY BY IDENTIFIER button. Followings this, the attributes are sorted in an alphabetical order.

If you have attributes sorted alphabetically, the values in the „Order“ column change accordingly.

2. Click on thebutton to call up the action menu.
3. Click on the option “Send” to call up the corresponding dialog box.

4. Select the desired users:
   • In order to select a user, transfer it from the left column to the right column. To do this, click on the user.
   • In order to deselect a user, transfer it from the right column back to the left column. To do this, click on the user.

Duplicate attribute profiles

In order to duplicate an attribute profile, proceed as follows:

1. Select the attribute profile as described above.
2. Click on thebutton to call up the action menu.
3. Click on the option “Duplicate”. If the process was successful, a corresponding message will appear and a copy of the selected attribute profile will appear in the list of attribute profiles.

Delete attribute profiles

In order to delete an attribute profile, proceed as follows:

1. Select the attribute profile as described above.
2. Click on the button. The  CLICK TO CONFIRM button is shown.
3. Click on the  CLICK TO CONFIRM button to confirm the deletion. A success message is shown and the attribute profile vanishes from the list of attribute profiles.

FAQ

What is the purpose of the “Profiles” section?

In this section you can create and manage attribute profiles. Using an attribute profile you can group a selection of attributes.

Why are attribute profiles useful?

The attribute profile can be called up in numerous apps of the iPIM Portal. This offers the advantage that the user doesn’t have to compile an attribute selection that is required for recurring workflows again and again.

Why can’t a new user be assigned to a user-based attribute profile?

You can add a new user role to a role-based attribute profile. Though, you cannot assign a new user to a user-based attribute profile.

Which attribute scopes are available when creating an attribute profile?

You can choose between the options “Standard attribute” and “Category attribute”.