Documentation
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Profiles

Profiles provide hierarchical tree structures that you can use within different applications for applying profiles or categories.

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.

Adding

In the top right, clicking on the + (add) button will start the process to create a new profile

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.

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.

Manage Profiles

Details

  • Name
  • Code Separator
  • Minimum Code Width
  • Maximum Levels
  • Name Separator
  • Maximum Code Width
  • Code Allowed Chars

Editor

The Editor is used to create the heirarchical structure contained within the profile.

  • Add an Item
    + Item buttons are available to either add a new item at the root level or under an existing item.
  • Delete an Item
    Select an existing item and then in the properties box select the Delete button.
  • Code
    The code is used as a short identifier for the item. These can be generated automatically or manually entered.
  • Name
    The text that is displayed within the profile structure.
  • Description
    Provide a brief description that describes this level. This description may be visible to users where a profile is used.
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