13-2 Oracle Fusion Middleware Users Guide for Universal Records Management
Profiles limit information displayed on often-used pages, thus making it easier for users to see or enter only information which is directly relevant. Profiles can be
considered a type of filter for what information will be displayed.
A profile is composed of rules and a trigger value, based on a trigger field. Select the trigger field in the initial step of setting up the profile then use the Simple Profiles
interface to set the rules to control the trigger.
13.2.1 Trigger Fields
The first step in the profile process is to determine a trigger field. The trigger must match the following criteria:
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It must be an option list metadata field. The fields that are defined as option list fields are the only fields that appear in the list for trigger selection.
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After a trigger field has been defined for a system profile, it cannot be deleted from the system. A user can delete a trigger field defined for a personal profile.
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A trigger field can be disabled by a administrator using the Profiles tab of the Configuration Manager applet. Click Select, then select none specified from the
Add Profile Screen, then click OK.
If a metadata field in a document matches a trigger value for a profile that profile is used for the document.You can have an unlimited number of profiles, but only one
trigger value per profile. For example, if a trigger field is dDocType, Profile 1 can use a trigger value of ADACCT. Profile 2 can use a trigger value of ADSALES.
13.2.2 Rules
A rule is a set of metadata fields that determine how the fields are displayed on the Check In, Update, Content Information, and Search pages. It also determines if fields
are editable, required, hidden, excluded, or read-only. A rule can be evaluated for every profile global or can be evaluated for a specific profile.
A global rule is one which is always evaluated. It automatically affects the fields displayed on the Check In, Update, Content Information, and Search pages even if it is
not included in a profile.
Global rules are evaluated first for documents and searches with profiles. Because profile rules are evaluated after global rules, global rules can be superseded by profile
rules. However, administrators can set the priority for the global rule and increase its precedence.
Caution: If a trigger field is disabled, all profiles are disabled but
they remain listed on the Search and New Check In menu. If a trigger field is changed after profiles have been created that use that field, the
existing profiles could become invalid.
Important: Global rules on system profiles affect all personal profiles
that other users create. The defaults, descriptions, and labels that a administrator creates in this type of profile will be used on the
personal profiles other users create if the rules are made global.
Using Simple Profiles 13-3
13.2.3 Profile Pages
