Adding a Generic Profile

Article
11/12/2009

You use the Profile Editor module to add generic profiles for your site. A generic profile is created with any profile definition that is not the User Object profile definition or the Organizations profile definition.

To base a new profile on an existing generic profile definition, the profile definition must contain two custom attributes:

The sDisplayColumn attribute assigns a property as the heading for a column in the Find screen of the Profile Editor module.

If the profile definition does not have an sDisplayColumn attribute, Commerce Server Business Desk cannot display the profiles created with that profile definition in the Find screen of the Profile Editor****module, and you cannot edit the profiles.
The sFriendlyName attribute controls which property is displayed as the far left column in the Find screen of the Profile Editor module, and in the title bar of the Edit Profile: <friendlyname> screen of the Profile Editor module. For information about custom attributes and how to add them to a profile definition, see Adding Properties to a Profile Definition.

You must have access to the Profiles modules to make changes to site terms, profile definitions, and profiles. For information about Business Desk permissions, see About Business Desk Security.

The following procedure is based on the BlanketPOs profile definition.

Ee811598.note(en-US,CS.20).gif Note

If you are using a profile definition other than the BlanketPOs definition, or if you have changed the properties in the BlanketPOs profile definition, your <profile definition> screen will not contain the same properties that are shown in this procedure. For information about changing the properties of a profile definition, see Managing Profile Definitions.

To add a generic profile

In Profiles, click Profile Editor.
In the Profiles screen, select the BlanketPOs profile definition, and then click on the toolbar.
In the BlanketPOs screen, click on the toolbar.

In the New BlanketPOs screen, do the following:

Use this	To do this
Organization ID	From the drop-down list, specify if you want to Create a new profile or Insert an existing profile in the Organization ID property. If you select Create a new profile, the New Organization screen is displayed. For information about creating a new organization profile, see Adding an Organization Profile. If you select Insert an existing profile, the Organization screen is displayed. To embed the organization profile in the Organization ID property, select the existing organization from the Filtered View list, and then click on the toolbar. For information about finding an existing organization profile, see Finding an Organization Profile.
PO Number	Type the number for the blanket purchase order.
Description	Type the description for the blanket purchase order.

Organization ID

From the drop-down list, specify if you want to Create a new profile or Insert an existing profile in the Organization ID property.

If you select Create a new profile, the New Organization screen is displayed. For information about creating a new organization profile, see Adding an Organization Profile.

If you select Insert an existing profile, the Organization screen is displayed. To embed the organization profile in the Organization ID property, select the existing organization from the Filtered View list, and then click Select on the toolbar. For information about finding an existing organization profile, see Finding an Organization Profile.

PO Number

Type the number for the blanket purchase order.

Description

Type the description for the blanket purchase order.

Click to save the profile and return to the <profile definition> screen for that profile.

The profile is saved. You use the find function to display the new profile in the Find screen. For information about finding a generic profile, see Finding a Generic Profile. You can add a new profile based on the same profile definition, or you can click Back to return to the Profiles screen and select a different type of profile definition from which to create a profile.

Adding a Generic Profile

See Also

Additional resources