Using an attribute profile you can group a selection of attributes. 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. Attribute profiles can either be created in the dialog box that is used to customize the attribute selection in tables, in the “Profiles” area of the “Attributes” section in iPIM CC or via the corresponding action from the action menu.
In this chapter you will learn how to create attribute profiles in the dialog box that is used to adjust the attribute selection in a given table. In order to learn how to create attribute profiles via the corresponding action, click here. And in order to learn how to create an attribute profile in iPIM CC, click here.
Create attribute profiles
To create a new attribute profile, proceed as follows:
- In the respective app, click on the
button, to call up the corresponding dialog box.
- Select the attributes by transfering them from the left column to the right column.
- Enter a profile name in the input field “Profile name”.
- To create the the new attribute profile, click on the button. If the process was successful, a corresponding message will apppear and the new attribute profile will appear in the list of attribute profiles.
- To add the attributes from the attribute profile to the respective table, click on the button.
- To cancel the process, click on the button.
Edit attribute profiles
To edit an existig attribute profile, proceed as follows:
- In the respective app, click on the button. Then the corresponding dialog box appears.
- Select the attribute profile fom the “Attribute profile” menu. Then the profile name is shown in the input field “Profile name” and the attributes from the selected attribute profiles are shown in the right column.
- Make the desired changes:
- Possibly enter a new profile name in the input field “Profile name”.
- Possibly add additional attributes to the attribute profile by transfering them from the left column to the right column.
- Possibly remove attributes from the attribute profile by transfering them from the right column to the left column.
- To save your changes, click on the button. If the process was successful, a corresponding message will apppear.
- To add the attributes from the attribute profile to the respective table, click on the button.
- To cancel the process, click on the button.
Delete attribute profiles
To delete an attribute profile, proceed as follows:
- In the respective app, click on the button. Then the corresponding dialog box appears.
- Select the desired attribute profile fom the “Attribute profile” menu. Then the profile name is shown in the input field “Profile name” and the attributes from the selected attribute profiles are listed in the right column.
- Click on the button. Following this, the
DELETE button will appear. - Click on the DELETE button to confirm the deleting of the attribute profile. If the process was successful, a corresponding message will appear and the deleted attribute profile vanishes from the list of attribute profiles.
FAQ
What is an attribute profile?
Using an attribute profile you can group a selection of attributes. The attribute profile can be called up in numerous apps of the iPIM system.
What is the advantage of using attribute profiles?
Attribute profiles offer the advantage that the user doesn’t have to compile an attribute selection that is required for recurring workflows again and again.
Besides the dialog boxes, are there other ways to create attribute profiles?
Attribute profiles can either be created in the dialog box that is used to customize the attribute selection in tables, in the “Profiles” area of the “Attributes” section in iPIM CC, or via the corresponding action from the action menu.
Can an attribute profile also be assigned to a search favorite?
Yes, attribute profiles can also be added to search favorites.