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.

The system provides the following pre-defined form profiles:

  • All Forms
  • Empty Profile

To create or modify form profiles:

  1. Select Application Setup > Activities Setup > Form Profiles.
  2. To createa form profile, select Create .
    • To edit a form profile, select it from the list and then select Edit
    • To delete a profile, 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.
  3. Enter a name and description for the profile.
  4. Click Save .