Generate a profile from a profile type

Profiles are not automatically generated by creating the Profile Type; they must be generated manually.

  1. Navigate to the Profile Type Risk > Profile Types > All Profile Types and open the Profile Type record.
  2. Ensure that all the information entered on the form is correct, and add or modify any conditions if necessary.
  3. Click Generate Profiles in the Related Links.
    A security message appears.
  4. If the conditions are correct, click OK. If the conditions or form need edited, click Cancel.
    A profile is generated for every matching record found. The generated profile populates the Profiles Related List.