Add-on Profile Designer

Duplicating and customizing existing search profiles

Duplicating and customizing existing search profiles
  1. Open the app Message Tracking.

  2. Open the menu item Profile Designer.

  3. Select the profile you want to duplicate.

  4. Click Copy on the top of the table.

  5. Enter the search profile name and adjust the description.

    Note: If there is already a search profile with the same name in your system, the copy will not work. This error will be displayed: “Technical name of imported profile default-workflow is not unique.” Choose a unique new name and try again.
  6. If you want to make the search profile visible in the menu, activate the checkbox Menu visibility.

    Information: This checkbox controls whether a search profile is displayed in the menu.
    The duplicated search profile is displayed as a new line in the overview.
  7. Select the duplicated search profile.

  8. Click the button Edit to adjust the content and/or behavior.

  9. Go through all steps to customize the settings of the duplicated search profile.

    Note: Please find more detailed information and instructions on each step in the individual articles linked at the end of this article.
  10. Click Next to move to the next step.

  11. The last step, Summary shows an overview of the technical side and how the profile is titled in the menu, detail page and table view/overview.

  12. Click Next to save the search profile.

Find more information here:

> Step 1: Base Settings

> Step 2: Field definitions

> Step 3: Detail View

> Step 4: Overview Table

> Step 5: Search Conditions