Extra Content for Profile

Add text, images, and grids to the Profile description area.

Add a New Text Area

  • In the upper-right tab panel, select Profile Section
  • Click Add… A new row is added
  • Modify the sorting sequence if needed
  • Modify the grouping identifier if needed. Sections with the same grouping identifier will be presented together, each section being a tab
  • Indicate if the section should appear in the export to Word Document
  • Give it a name by clicking in the name cell and typing in a short phrase name. This name is going to be displayed in profile description area as the name of this new text area.
  • Select Text as type
  • Click OK

Once you go back to the profile, you can enter text in the Profile description area.

Add a New Image

  • In the upper-right tab panel, select Profile Section
  • Click Add… A new row is added
  • Modify the sorting sequence if needed.
  • Modify the grouping identifier if needed.  Sections with the same grouping identifier will be presented together, each section being a tab
  • Indicate if the section should appear in the export to Word Document
  • Give the new image a name by clicking in the name cell and typing in a short phrase name. This name is going to be displayed in profile description area as the name of this new image area.
  • Select Image as type
  • Click OK

Once you go back to the profile, you can add an image. To do so, click the Browse… button and select the image you want to include.

Add a New Grid

  • In the upper-right tab panel, select Profile Section
  • Click Add… A new row is added
  • Modify the sorting sequence if needed
  • Modify the grouping identifier if needed. Sections with the same grouping identifier will be presented together, each section being a tab
  • Indicate if the section should appear in the export to Word Document
  • Give the new grid a name by clicking in the name cell and typing in a short phrase name. This name is going to be displayed in profile description area as the name of this new grid.
  • Select Grid as type
  • A new table Column appears below.  This table is used to configure the grid columns
  • Click Add… to add a column to the grid
  • Modify the sorting sequence if needed
  • Give the new column a name by clicking in the name cell and typing in a short phrase name.
  • Select the new column type
    • String: column contains regular text
    • Checkbox: column contains checkboxes (check as needed in the profile description area)
    • Date:  column contains dates.  Includes a date picker.
    • List:  column contains picklist of values. These are the only valid values for this column.
    • Table:  Similar to List column.  However, the list of valid values comes from a table defined within the profile.
  • For some column types, you need to provide additional information such as a list of valid values or a profile table name.  Provide them as requested.
  • Repeat as needed for each column in the new grid.
  • Click OK

Once you go back to the profile, you can add data to your new grid.  To do so, click the Add… button to create new grid rows.