The functions relating to a profile are available for tables and make your work easier for various tasks that you need to perform with the existing data in the table.
In principle, you can filter, group and sort any tabular view, e.g. in edoc workplace or in the financial monitor in edoc invoice, to suit your tasks.
Instead of filtering the table each time, grouping and sorting columns, you can simply save the view of the table permanently as a so-called profile with Save profile in the ribbon. You can save different profiles so that you quickly get the view that suits the task and can get started straight away.
When you open the tabular view for the first time, e.g. in edoc workplace, the table is displayed in the standard view. As soon as you change this view, the changed view is displayed again the next time you open it. The view is therefore only saved temporarily. You can only save the changes permanently with Save profile.
You can call up the permanently saved profiles at any time with Load profile in the ribbon. With Reset profile, you can reset any view to the standard view, regardless of whether you have loaded your own profile or changed some parts of the table.
As soon as you no longer need a profile, you can also delete the profile in the Load profiles dialog. Simply click on the three dots next to the profile you wish to delete and then on Delete row.
See also