A user with the Profile Rules Admin permission can edit a profile rule for an additional form that is linked to a Contract, Company, or Project Profile in order to change the type or amount of information captured by the form.
In the Profile Rules Admin screen, locate the Profile Type: Contract Additional Forms category (or Profile Type: Company Additional Forms or Profile Type: Project Additional Forms).
All categories in the screen are expanded by default, displaying all the additional fields and the additional forms. Click on the collapse ^ icon for one or more categories to increase the viewing area for another category.
- Locate the additional form whose profile rule you want to edit, and click on it to select it.
- In the Profile Rules Edit screen, locate the profile rule in the Rules section.
- Click on the rule name to select it and enable its Condition and Action fields.
Edit the information in theRules, Conditions, and Actions sections.
A single profile rule can contain multiple conditions and multiple actions for a condition.
- Click Save.