Add text, images, and grids to the Profile description area.
Profile Section
- SEQ: Set the section’s order in the profile’s definition tab.
- GROUP: You can regroup multiple sections in a tab-page control. Type or select a name that already exists to assign the section to a group.
- DISPLAY ON REPORTS: If checked, the section will be part of the Word Document.
- SECTION NAME: The name of the section.
- TYPE: The type of the section. See types below.
Section Types
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 with each section being a tab.
- Indicate if the section should appear in Word Document Report.
- 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 Word Document Report.
- 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.
- Indicate if the section should appear in the Word Document Report.
- 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.
- Modify the grouping identifier if needed. Sections with the same grouping identifier will be presented together with each section being a tab.
- 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.
