| Field Name | New Assignment Field Description |
|---|---|
| Add | Used to define a new preference profile. |
| Edit | Used to edit the selected preference profile. |
| Clone | Used to copy and create a new preference profile. |
| Delete | Used to deletes the selected Preference Profile. Deleting removes the selected preference profile from people associated to this Preference Profile. |
| Audit | Used to view activity for a preference profile in Setup by person. |
| Delete | Used to delete a preference profile. |
| *Name | The name of the selected Preference Profile. We recommend using concise and meaningful names when labeling your Preference Profiles. |
| Institution | *Institution | Shows a list of organizations as configured in Setup > Organizations. When Institution Focus (IF) is turned OFF this an optional field. When IF is turned ON and the Institution Focus Override menu is set to <none> this field is visible and allows for the selection of an institution. When IF is turned ON and the Institution Focus menu is set to an Institution, this field assumes the focused institution and is not visible. |
| *Preferences | Shows a list of preference sets as configured in Setup > Preferences > Preference and in the same institution as the preference profile. Select one or more Preferences to create a Preference Profile. |