3.
Click Yes if you are asked to confirm the selection.
The User Profile data will be filled into the applicable User Profile fields. If you
do not yet have any data in the User Profile, see the next section for
information on adding data.
Note
To turn off a User Profile that is selected with a form record, choose
Select User Profile > None in the Profiles menu.
Adding Data to User Profiles
There are two ways to add data to a User Profile:
Add data to the User Profile as you fill out a form.
Open the User Profile to add data directly.
To add data to a User Profile as you fill out a form:
1.
Open a form and select the desired User Profile to use with it. See page 34 for
information on selecting a User Profile for a form.
2.
Choose Highlight User Profile Fields in the Profiles menu to highlight all
User Profile fields in orange.
3.
Enter or modify the desired data in a User Profile field.
If this is the first time you are entering data in the field, that data will
automatically be added to the User Profile when you switch records.
Note
To add data to your User Profile right away, right-click the field and
choose Update User Profile in the menu that appears. You can also
choose Update User Profile if you change data that was previously
entered and want to update the User Profile.
Entering Data Automatically with User Profiles
Chapter 2
35
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