Form Profiles
Form profiles are a way to organize the forms that you want a group of employees to be able to access. You specify a form profile when you define the activity profile, and then you assign the activity profile to an employee.
Create form profiles
The system provides the following pre-defined form profiles:
- All Forms
- Empty Profile
To create or modify form profiles:
- Select Application Setup > Activities Setup > Form Profiles.
-
To
create a form profile, select
Create
. - To
edit a form profile, select it from the list and then select
Edit
- To
delete aprofile, select it from the list and then select
Delete
. At the prompt, click Yes. - To duplicate a form profile, select it and click
Edit
. On the Edit page, select Save as a new named entity and enter a new name in the Name field for the duplicate form profile.
- To
edit a form profile, select it from the list and then select
Edit
- Enter a name and description for the profile.
-
Click
Save
.
