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English
  • B2B Data Exchange 10.2.2
  • All Products

Table of Contents

Search

  1. Preface
  2. Document Processing
  3. Operation Console
  4. Partners and Profiles
  5. On-Boarding Checklists
  6. Managed File Transfer Web Users
  7. Managed File Transfer Connections
  8. Endpoints
  9. Events
  10. Event Monitors
  11. Reconciliations
  12. Event Resubmission
  13. Audit and Authorization
  14. Advanced Exception Handling
  15. Dashboard and Reports
  16. Service Level Agreement Management
  17. Glossary

Operator Guide

Operator Guide

Back Next

Searching for Profiles

Searching for Profiles

Perform a basic or advanced search for profiles based on certain search criteria.
  1. In the Navigator, click
    Partner Management
    Profiles
    .
    The
    Profiles
     page displays all profiles sorted by profile Id in descending order.
  2. To perform a basic search, enter one of the following properties in the
    Find
     field:
    Property
    Description
    Profile Name
    Name or part of the name of the profile.
    Profile Id
    Unique identifier for the profile. Exact match only.
    Partner Name
    Name or part of the name of the related partner.
    Workflow Name
    Name or part of the name of the related workflow.
  3. To search for profiles based on additional search criteria, click
    Advanced Search
     and enter one or more of the following properties:
    Property
    Description
    Profile Name
    Name or part of the name of the profile.
    Profile Id
    Unique identifier for the profile. Exact match only.
    Partner Name
    Name or part of the name of the related partner.
    Account Number
    Number of the related account. Exact match only.
    Workflow Name
    Name or part of the name of the related workflow.
    Profile Categories
    Categories for the profile. You can select multiple categories.
    Operation
    Logical operator for the search. Choose one of the following options:
    • And. Searches for profiles that match all of the search criteria.
    • Or. Searches for profiles that match any of the search criteria.
  4. Click
    Search
    .
    The
    Profiles
     page displays the search results.
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