Coming soon: Your brand new Help Center & Community! Get a sneak-peek here

Standard profile for selections?

Hi guys,

Is there a way to set a standard profile for selections in Service?
It's possible to set a profile for searches, but I can't seem to set it for selections for a given entity.

And when creating selections it doesn't seem like the selection inherits the standard profile for the given entity.

/Kim

RE: Standard profile for selections?

Hi Kim!

The typical "wrench" in the top right corner isn't there for selections, but if you head over to Selections and hit edit (the pen/crayon) to the right of the profile (or upon creating it) you can specify the profile used there.

Af: Hans Wilhelmsen 23. apr 2018

RE: Standard profile for selections?

Hi Hans,

I know it is possible to modify the criterias and the columns shown for a given selection.

The thing is that I would like to be able to set a profile that contains certain criterias and columns for selections created in the future. Meaning I would like to be able to set a standard profile for any given selections with a certain source (In this case the source is an extra table).

Seems like it is not possible to do so or am I wrong?

Thanks in advance.

/Kim

Af: Kim Long Nguyen 3. maj 2018

RE: Standard profile for selections?

Columns are per selection type (Company & Contact, Project, Documents etc + Shadow Contacts)
Criteria are per dynamic selection.
There is no system to set a default set of criteria for new dynamic selections but you can always copy an existing selection first.

/conrad

Af: Conrad Weyns 4. maj 2018

RE: Standard profile for selections?

Hi Kim,

You can, as you probably know, create a default profile which is then used when you e.g. go to "Find requests". The result of a "Find requests" can be saved as a selection. But I guess you want to go to "Selections" > "New selection", and unfortunately I see that the default profile is then not used. This should probably be classified as a bug.

Sverre

Af: Sverre Hjelm 7. maj 2018

RE: Standard profile for selections?

Hi Sverre,

Thanks for the heads up.
I will report this to the bug team then :)

/Kim

Af: Kim Long Nguyen 11. maj 2018