Finding a Generic Profile

You use the Profile Editor module to search your Web site for a generic profile or a group of generic profiles. You can use the Find pane to narrow your search by using the properties of the profile definition and the values of the profile you are searching for. For example, you can search for a generic profile that contains the value "PO345," in the profile property "PO Number." The Filtered View list displayed below the Find pane contains all of the generic profiles that match your search criteria.

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.

To find a generic profile

Creating an expression to find a generic profile

To find a generic profile

Caution

• When searching for generic profiles, it is important to restrict your search criteria to control the number of generic profiles matching your search parameters. If a large number of generic profiles match your search criteria, the results could cause a significant decrease in your Commerce Server Business Desk performance.

1. In Profiles, click Profile Editor.

2. In the Profiles screen, select the profile definition that contains the generic profile you want to find, and then click on the toolbar.

3. In the <profile definition> screen, if the Find pane is not open, click on the toolbar.

4. In the Find By drop-down box, do the following:

   Note

   • The properties in the Find By drop-down box might not contain the same properties that are shown in this procedure. The properties in the Find By box are determined by the profile definition you selected in step 2. This example is based on the BlanketPOs profile definition.

   Use this	To do this
   PO Number	Search for a generic profile by name.
   Description	Search for a generic profile by description.
   Date last changed	Search for a generic profile that was edited on a particular date.
   Date created	Search for a generic profile that was created on a particular date.
   Find by property	Search for a generic profile by property. Use this option to create an expression to find a generic profile.

5. In the property value box that appears next, type or select from the drop-down list the specific value for the properties that you selected (for example, the name of the PO number you are searching for).

   Notes

   • If you need a more elaborate search, select Find By Property from the Find By drop-down list to create an expression to find a generic profile.
   • You can include a wildcard entry (*) to match any number of characters in your search. For example, t* matches any user whose name begins with the letter "t".

6. Click Find Now.

The search is performed. If your search is successful, the generic profiles you searched for appear in the Filtered View list. If your search is not successful, the message "No items match this search" appears.

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