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Click on Setup
Click on Services
Click on the name of an existing Service you want to add the Profile Question to
Scroll down to the Components section and click the Add Button then select the name of the Service Profile Question you setup above
Setting up
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User Package Extended Attributes
These profile questions show up on user packages and allow you to store user package level specific information which can then be shared in reports
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Name - Descriptive name for profile questions for internal use
Question - Question for the data being requested
Required - check box to force this question to be required when its shown, for example on add account
Hidden - Does the profile question appear on the account
Read Only - Cannot be edited once entered
Display Name - The name that will show to the user in the interface when this profile questions is presented
Default Answer - This can be completed or left blank, if completed, it will pre-populate the profile question answers on the page
Multiple Answers - Allows the user to add the Profile Question more than once in the interface, meaning the same Question can be added with multiple answers. E.g. this could be used to track MAC Addresses for multiple CPE devices
Unique Answer - Require that the answer provided be unique within EngageIP. For example a DID / WTN that needs to be unique within EngageIP for usage billing purposes
Profile Questions Type Options
Parent - If parent is selected, it will set this profile questions as a parent / container to which you can add other profile questions It basically allows grouping of profile questions under the 'parent' entity / profile questions. For example, you may want to group a set of security questions together and add them all at once to each of your services, you could put them under a 'parent' profile questions and then when they are answered, they would show as one line item under the service with multiple answers (one per profile questions). They would also be editable all on the same page for quick updating as opposed to separate profile questions which you would need to edit individually.
To add parent / child profile questions, do the following:
Add profile question, configure as parent, really just need a parent name here, click save
Add another profile question. Select the above profile question as the parent of this one, enter your question and datatype and other appropriate info. This is the profile question which will ask and house the data
Add more profile questions underneath the parent as needed.
When complete, the profile questions will show in a tree format similar to the image here. Child questions show below the parent with arrows indicating the relationship:
Entered - this is the start of the radio button list to select the type of input, entered means a text box is available
Data Type - defines the validation, for example if Phone Number is selected, it will validate inputted data to be sure its a real phone number
Select From List - radio button for list selection
Options - options for select list can be comma separated. e.g. 'red,blue,purple,yellow'. This allows the user to select from this custom set of options
Select From Table - radio button for a dropdown with options from a table
Table - this lists the tables in the EngageIP database (named BOSS usually). The options presented will be the first column from the table. The tables listed will only be EngageIP default tables, no custom or added tables will be available. To create your own, use a List Provider, detailed below
Selected From List Provider - radio button to allow selection from an external data source
List Provider - the list providers as configured on the setup page. These can be configured to pull data from any external source or database
Multi-Select From List Provider - radio button for allowing multiple selections
Multi-Select List Provider - similar to above, allows more then one option from an external database
Data Type - radio button that allows you to select the data type used to validate the profile answer entered
Help Text - text that displays under the text box or to provide an example for the format of the inputted data
Show on Overview (not shown in image) - this when checked will show the profile answer on the user overview page in the components section
Notice: there is a limit of 50 Profile Answers on a given Overview page to prevent performance issues, if there are more than 50 answers to display you will see the message, "Sorry there are too many UserService Profile Answers to display. Please use the search box for accessing these details." The Search Box is located on the left sidebarShow on User Package (not shown in image) - this when checked will show the answer on the users package when on the packages page. For detail and troubleshooting with this option, please see Package and Service Icons
Invoice in Invoice XML (not shown in image)- This allows you to reference the profile questions and answer in the invoice template so that you can display or use this data. See Invoice Template Sample Code
Restrict Access To Only These Roles - Allows you to restrict access to this profile questions from certain roles
Show On View Filter (not shown in image)- allows the profile answers to show as a column on views or reports where the report includes account names
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