Creating a contact profile form allows you to customize the default one when you add contacts manually. You can customize it to your needs by adding, editing and deleting fields and sections.

It is important to know that if you have created several forms, only the first form will be available in the drop-down list on the contact addition page. You will then have to specify under which conditions you wish (or not) to make your forms available.

Access Path > Workflows > Other forms > Contact Profile

How to

Create a form

  1. On the Other forms page, in the Contact profile section, click on Create form.
  2. On the Contact profile page, specify the name of the form and select one or more creation modes.
    • Add - Allows you to define conditions in DI#.
      Example : You might want to define the User.HasGroup(idGroup) condition so that the form is only available if the user is part of a particular group.
    • Edition - Allows to define confitions in DI# or using the stick.
  3. Click on the Create button.

Customize the form

  1. Once the form is created, a table listing the fields in your project is displayed to allow you to customize them.
  2. To add a field, in the desired section, click on Add field and then, when you are finished adding your field, click on the Add button.
    Note that it is only possible to add fields if you have deleted them beforehand.
  3. To modify a field, to the right of the field to be modified, click on the edit icon and then, when you have finished modifying your field, click on the Save button.
  4. To delete a field, to the right of the field to be deleted, click on the delete icon, then click on the OK button.
  5. To add a section, at the bottom of the page, click on Add section and then, when you are finished adding your section, click on the Add button.
  6. To edit a section, to the right of the section to be edited, click on the edit icon and then, when you have finished editing your section, click on the Save button.
  7. To delete a section, to the right of the section to be deleted, click on the delete icon, then click on the OK button.

Add a condition to the form - Optional

If you want to add conditions to your form, either because you have created several conditions, or if you want your form to be available according to specific criteria, use the Condition field to specify under which conditions the form will be available.

  1. When the Edition box is checked, on the Contact profile page, click on the icon to the right of the Condition box.
  2. In the window for adding a condition, click on Add.
  3. In the Add a criterion window, select the field and operator and specify the value.
  4. When you are finished, click on the Add button.
  5. If you want to add a sub-clause, go back to the condition addition window and click on the + that appears when you point to your condition.

To delete a condition, return to the condition addition window and click on the  icon that appears when you point to the condition you want to delete.