This feature available on the Pro Plan
Getting There
From your Home screen, click Manage in the main menu, then select Entry Profiles from the drop-down. Or, if you've favorited the Entry Profiles Manager, simply click Profiles in the top bar of the Home screen.
Layout
The Entry Profiles Manager is where you can view all of the entry profiles you've saved using the export wizard or settings in the Entries Manager.
If you'd like to favorite the Entry Profiles Manager (which adds a direct link to the manager to the top of your Home screen) click the heart icon to the right of the Entry Profiles title at the top of your screen. To remove it from your favorites, click the heart icon again.
Note: The favorites settings are stored in your browser; so if you log into ShortStack on a different computer/in a different browser, you will need to re-establish your favorites.
Profiles
Your entry profiles will appear on the right-hand side. Each info pane will show you the following information:
- The name of the profile
- The description of the profile (if you've added one)
- The last time the profile was edited
- When the profile was created
If you hover over the profile's name, you'll see a pencil icon to the right; click this to rename the profile. Type the new name, then click the blue checkmark button to lock it in.
To edit any of your profiles, click the profile's icon to open the profile editor.
There's also an arrow that opens a drop-down menu on the right with more options for managing the profile.
Additional Profile Options
By clicking the arrow to open the drop-down menu on the right-hand side of any theme, you'll get these additional options:
Permissions
If you're using ShortStack for Teams to grant access of your account content to other teammates, clicking Permissions is where you can set the specific access levels for your team members.
Delete
By clicking Delete, you can remove the profile from your account entirely. This doesn't remove any entries or lists displayed using the profile's settings - just the profile itself.
Note: Deleting profiles is permanent, so make sure you no longer need them before completing any deletions.
Search & Tag
Use the Search field in the top-left corner of the page to look through your profiles using a single word or phrase. The Tag field allows you to search through your profiles by simply typing in a tag that's attached to one or more profiles. Your results will automatically be displayed on the right.
Filtering
Your filtering options appear on the left-hand side. Your options are to view by Profile Type (Export or Integration) or Archived status (or any combination of the two), and when you make a selection your results will appear on the right side. After you've selected a filter, you can clear the filter by clicking the icon next to the filter name.
Sorting
To sort the profiles, click the button next to the number of profiles at the top. Your options are to sort your profiles by Recently Edited, Newest, Oldest, Alphabetically (A to Z) or Reverse Alphabetically (Z to A).
Working With Profiles
There are other options available when working with profiles; you'll see a bar appear up top when you've clicked a profile to highlight it:
Tag
Clicking the Tag button will allow you to add tags to all of the selected profiles. It also has an area that displays all the tags already applied to the profiles. Just type the tags you wish to add (with a comma between each), hit Enter/Return on your keyboard, and then click the blue Save button.
Archive
Any selected profiles will be archived when you click the Archive button; you'll see them disappear from view immediately.
To view or restore any profiles you've archived, start by checking the Show Archived box in the filtering options on the left.
You will then see any archived profiles appear on the right. Click to select any profiles you'd like to restore, then click Restore at the top of the screen. They'll disappear from the archive view, and be moved into the default view.
Delete
The other available option is another way to delete profiles; if you'd like to delete multiple profiles at once, click each one to highlight it, then click the Delete button up top. You'll be asked to type in a short phrase to confirm, then click the red Delete button to finalize the deletion.
Note: Again - deleting profiles is permanent.