Profile Fields

Profile Fields are data fields that describe parties.

Thalamus includes a series of default fields for every party type. Additionally, new custom profile fields can be created to store specific information.

How to Create and Edit a Profile Field

From the Configuration > Profile Field List in the Back Office (BO), a list of all profile fields can be accessed.

To create a new one, select the Profile Field . Create option located in the RELATED TASKS section on the right side of the screen.

The following screen will be displayed.

• Owner: This drop-down menu specifies the party type for which the field will be available.

• Category: This field determines the category to which the item belongs.

• Name: Text fields for the field's descriptive name

• Code: Text fields for a unique identifier code.

• Description: Detailed description of the field's purpose.

• ID Type: A dropdown menu to specify the type field will store. Available options:

  • Boolean

  • Date

  • Decimal

  • Email

  • Number

  • Large Text

  • Text

  • Address

  • Combo

  • Identification Document

  • Custom list single-selection

  • Custom list multiple-selection

  • Image

  • Cell phone number

  • Custom composite field

  • PARTY REFERENCE

  • MULTI PARTY REFERENCE

  • Custom Composite Id

  • Push Notification

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Default Configuration

This section contains checkboxes to configure:

• System Default: Marks the field as a system-wide default.

• Visible: Controls whether the field is displayed in forms registration.

• Principal: Designates the field as a primary attribute.

• Belongs to a parent party: Links the field to a parent party.

• Required: Makes filling out the field mandatory.

• Editable: Allows the field's content to be changed after it's been created.

• Full Index: It means it will be used for reporting, allowing a fast DB lookup by this field

The following steps should be followed to edit a profile field.

• Configuration - Profile Field List

• Select a row and press Profile Field . View

• Click on Edit Profile Field

Additional Considerations