{"id":1256,"date":"2021-05-20T14:55:29","date_gmt":"2021-05-20T14:55:29","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&p=1256"},"modified":"2021-06-04T18:57:41","modified_gmt":"2021-06-04T18:57:41","slug":"profile-cards","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/profile-cards\/","title":{"rendered":"Profile cards"},"content":{"rendered":"\n

Profiles enable you to display information that can supplement the information included in a chart box. For example, an employee photo or home phone number may not need to be a part of the main chart box but can be useful to have access to.\u00a0Profiles provide information about one selected box at a time.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Profiles have two main parts:<\/p>\n\n\n\n

<\/p>\n\n\n\n

The Profile Header<\/strong>, which contains information that should always be displayed in the profile, for any given view.<\/p>\n\n\n\n

The Profile Body<\/strong>, which contains a group of related fields.  If you associate more than one profile body with a view, the end-user can view each profile body separately, by clicking the corresponding tab in the profile panel.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

When you create a view, you add a profile header and one or more profile bodies <\/strong>to the view.  When the end-user selects a view, the profile panel is refreshed to display the profile header and body(s) associated with that view.<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

Creating a profile header or body<\/h2>\n\n\n\n
  1. In the Administration section of OrgPlus RealTime, click the Profiles<\/strong> tab.<\/li>
  2. Click the New<\/strong> Header<\/strong> button to add a new Profile Header.<\/li>
  3. Click the New<\/strong> Body<\/strong> button to add a new Profile Body.
    1. Configure the profile header\/body as needed.<\/li><\/ol><\/li><\/ol>\n\n\n\n

      Changes made to your\u00a0profile\u00a0headers and bodies are auto-saved, saving you time and making your editing session more efficient.<\/em><\/p>\n\n\n\n

      Copying a profile header or body<\/h2>\n\n\n\n
      1. On the\u00a0Profiles page, click\u00a0the Copy Profile <\/strong>icon for the header or body you wish to copy.<\/li>
      2. Type in the name for the new header or body and click Create<\/strong>. <\/li><\/ol>\n\n\n\n

        Deleting a profile header or body<\/h2>\n\n\n\n
        1. On the\u00a0Profiles page, click\u00a0the Delete<\/strong> Profile <\/strong>icon\u00a0for the header or body you wish to delete.<\/li>
        2. Confirm you want to delete the header or body.<\/li><\/ol>\n\n\n\n

          Editing a profile header or body<\/h2>\n\n\n\n
          1. On the\u00a0Profiles page, click\u00a0the Edit Profile <\/strong>icon for the header or body you wish to modify.<\/li>
          2. Edit the profile header or body. <\/li><\/ol>\n\n\n\n

            Changes made to your\u00a0profile\u00a0headers and bodies are auto-saved, saving you time and making your editing session more efficient.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

            Profiles enable you to display information that can supplement the information included in a chart box. For example, an employee photo or home phone number may not need to be a part of the main chart box but can be useful to have access to.\u00a0Profiles provide information about one selected…<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[40],"ht-kb-tag":[],"class_list":["post-1256","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-profiles"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1256","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=1256"}],"version-history":[{"count":5,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1256\/revisions"}],"predecessor-version":[{"id":1406,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1256\/revisions\/1406"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=1256"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=1256"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=1256"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}