Overview
Static Profiles allows users to create a custom list of records which then remains static unless changed by the user. This is ideal for invitations and follow ups where you need to contact the same people on an ongoing basis and where a list based on a dynamic filter might have changed.
Creating or Updating a Static Profile
Static profiles are created from the main menu - users can:
Add to New - add selected record(s) to a new static profile (or create a new empty static profile)
Add to Existing - add selected record(s) to an existing static profile
Remove from Existing - remove selected record(s) to an existing static profile
How to view Static Profiles
Static profiles are visible in the profile dropdown along with dynamic profiles ⤵
How do Static Profiles behave?
Static profiles only support the List View and contain only the View, Role and Filter tabs. The Role and Filter tab cannot be modified after the profile is created. Static profiles are not tied to processes.
The Static Profiles Widget
A new widget “Static Profiles” will be available in the right panel of record details for compatible entities. This widget shows the number of static profiles that the selected record is part of and allows the user to add/remove selected record to multiple profiles, or to add selected record to a new profile. The user can only access static profiles that they have rights to see ⤵
For users who prefer to use the List View, a new field “[Entity] Static Profiles” can be added to the list view and records can be added to a static profile using the inline edit ⤵
The Static Profiles field is also available when using Bulk Update and Automatizer giving an option to add records to static profiles automatically.