Assign metadata profiles

You can assign an existing custom metadata profile to an object,

•      by selecting  Assign Metadata Profile in the context menu of this object, selecting the desired metadata profile in the 'Select' drop-down menu and clicking [OK]. Besides the system profile, all user-defined metadata profiles for the object type of the current object that are located in your personal templates or a template folder of the parent workspace are offered here. If no other metadata profile is offered besides the system profile for the object type of the current object, then such further user-defined metadata profiles do not exist.

•      If the current object contains other objects, you have three options when assigning a metadata profile to also specify the metadata profiles of these already existing contained objects. You can specify that these metadata profiles remain unchanged, that they are adjusted according to the assignment of metadata profiles for newly created objects in the container, or that they are all set to the appropriate system profiles.

If you assign a new metadata profile to an object and it already has attributes with values from the old metadata profile, these attributes are listed with their values at the end of the profile.

You can also use metadata profiles when creating templates by assigning specific custom metadata profiles to template objects. For example, you can define a contact list as a template with a metadata profile whose contained contacts should always have a specific contact metadata profile.