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Add a profile using Collaborative Profile Creation wizard

Learn how to create a new profile using the Profile Creation Wizard.

Use the Collaborative Profile Creation wizard to create profiles for entity types configured for collaborative authoring. When this feature is enabled in UI Modeler, the wizard opens when you create a profile for that entity type.

Prerequisites

To create a new profile using the Collaborative Profile Creation wizard
  1. In the Hub from the left navigation menu, select Create new profile.
  2. From the list of entity types, select the entity type for which you want to create a profile. For example, the Organization entity type. The profile creation wizard opens.
    1. In the upper-right corner of the page, select the mode selector.
    2. Select Editing to save the profile directly, or select Suggesting to submit the profile for review through the Collaborative Profile Creation process.
    3. Continue to enter the profile details.
  3. In the first step, select Search from the right pane to open the Search results tab.
  4. Enter details in the attributes in the facet.
    As you enter attribute values, the Search results tab displays similar profiles. This includes values entered for reference attributes related to existing reference entities. This search is available in all steps in the wizard and helps you determine whether the profile already exists in the system. To open one of the listed profiles, select it.
  5. Enter details in the displayed attribute fields. For nested attributes, select Create Attribute to display the attributes that belong to the nested attribute..
    For example, you can view and enter details for all attributes for an Address attribute.
  6. Select Continue or select a step name to move through the wizard.
    Note: If a step does not appear, you do not have permission to access it. For more information, see Role based access for steps in Profile creation wizard and Partial validation support in authoring workflows
  7. Enter details in each step, and select Continue to move to the next step.
  8. After you enter all details, do one of the following:
    1. Select Suggest to create an Authoring workflow task and save the profile in pending mode. A confirmation message appears, the Profile Authoring window closes automatically, and you are redirected to the default page.
    2. To save the profile, from the mode selector dropdown, select Editing and then select Save.
    3. Select Cancel to discard unsaved changes and return to the main Hub.

    After all details are added and the record is ready for consumption by downstream systems and business process, the last user to accept the task actually saves the profile. The profile is then saved in the database, and you can view it in the the Profile view.

    View, edit, or delete the profile, based on your settings, in the Profile view tab for the entity type in the UI Modeler.

Result

  • Pending profiles are not available outside the profile creation process, so you cannot search for them or view them in Hub.
  • Assigned reviewers can open the task from the email link or from Inbox and then update, reassign, approve, or reject it, based on workflow configuration and permissions.
  • If a reviewer approves the task and additional review is required, the authoring page closes, and the reviewer is redirected to the default page.
  • When the final reviewer approves the task, the system saves the profile in the database and makes it available for downstream systems and processes.

In the Hub, search for the profile you created and saved using the Collaborative Profile Creation wizard, and view its details in the Profile view.

Video walkthrough

Watch this video to learn how to add and save a profile using the Collaborative Profile Creation process.