Create a Customized Profile Template – DI Help

Customize a Profile Template

Digimind Profiles are a great way of storing structured information. This allows you to build up a database of products, companies, or whatever you need. You can benchmark one profile against another in order to quickly draw comparisons.

As well as the standard profile types for companies, product and people, you can also generate your own profile types, or modify the standard ones. You will then be able to store and compare the information that matters most to you.

In order to create or modify existing types you need to have

the Profile Manager option for Digimind
adminsitrator rights on your Digimind base

Step 1: Prepare

You can choose from a variety of different types of fields while building your profile type. It is a good idea to know what you would like to include in the profile type before building it. The tables below shows the different possibilities and how they might help you.

Make a list of the key points you would like to include in the profile type and work out which type of field you will need to create for each one.

Profiles are easier to use if the names of the fields are clear and understandable for the users. Think about how to label the fields you will use.

Manually Updated Fields Users input the information at the creation of the profile and update it when necessary.
Type of field	Comments on usage
	This is useful for displaying a logo or a product image.
	There are three ways of adding text to your profiles. The method you choose depends on the amount of text you need to include and the way you would like to display the text. Text, paragraph or HTML fields allow your users to add their own comments and opinions on a profile as they create it. If you would like to limit the text displayed to a range of predetermined choices, use the list field.
	Using an HTML field, you can also add tables to a profile. You can modify the background and the borders of your table to suit your mood or needs. Users can then complete the table manually when they are created a profile based on this template.
	You can prepare items in a list, which can then be added to the profile sheet. You can select to allow only one item from the list to be chosen or as many as is necessary. Lists will enable you to limit the text displayed to only the items on the list. If you would like a space for free text, use text, paragraph or HTML fields.
	You can create fields that display only numerical data. These can also be set to show dates or currencies. This is useful for prices, revenue, phone nubmers, dates, etc.
	It is possible to attach other documents to the profile sheet. These will open when clicked. You can use this field to include financial reports, product sheets, etc.

Automatically Updated Fields

Digimind automatically fills and updates the information in these fields.

News from the Digimind Content Factory can be displayed on the profile sheet.

This will allow your users to have the latest news stories about a product, company, etc.

Clicking on the title of a news story will open it in a new tab. You will be able to read the whole story.

Another way to share information with your users is to draw on information you have validated or stored in a folder in a project.

Clicking on the title of the story will take you to the information as it has been saved in your project. You can read the full story.

profiles_clinical_trials_descriptive_information_extract.png

If you have the option for Clinical Trials, you can display latest information about any given clinical trial.

You will be able to see the tracking history, descriptive information, recruitment information, and administrative information.

Financial Data This data is updated automatically based on information from stock markets about publically listed companies. There are three types of information.
Latest quaterly data
Key Stats and Ratios
Officiers & Directors

Step 2: Build the profile type

Inside Profile Manager, click on More actions and then manage profile types:

To create a new profile type, click on Create a new type and to edit an existing type, click on the yellow pencil to the right of the profile type's name:

When you click to create a new type, you will then see a page on which there are three important elements:

a blue editing box on the left
the details block
add a block button

In the blue editing box, you can name your profile.

The details block is the start of your profile. You can start to build fields in this block by clicking on add a field:

This will open a blue panel to the side. Drag and drop the fields you would like to include in your profile:

Compound fields: These are fields that can be configured to meet your needs. It is a way of storing information in a structured manner. One example is for Addresses. There are two other standard compound fields: income statement and occupation. They can be used to insert sections into several profile types.

References: You can link profile sheets with other profiles sheets in the same Digimind platform. Click on the arrow at the side of the box to select the sheet you need.

After you have added a new field to your profile type, click on edit to rename the field.

You can also select if the field is mandatory (it must be completed for the profile to be saved) and if it is multiple (there can be more than one entry per field):

Add a new block

There are three types of block:

The table below indicates what you will be able to add for each of the blocks:

Properties

Services

Listing

Insert details from other Profile sheets

Step 3: Complete the Profile Sheets

Upload an image or a logo.

The default query will be used to find information if you have added a DCF news block to the profile type.

The fields with red stars are mandatory: they must be completed in order to save the profile.

If you have added a block for tweets, include the Twitter Account (@name_of_account) in the correct field.

Click on save to store the profile.

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