Summary
The layout of Profiles (each Profile being a display of data for one record at a time, e.g. a Company) can be configured via Profile Templates
You (as a Planhat admin) can configure multiple Profile Templates per model, which are then applied automatically in different circumstances, based on criteria (conditions/rules) that you define
For example, you might have a specific Profile Template (layout) for Companies in the Adoption Phase, or for Companies when viewed by a Planhat User who's a Manager
The main components of each Profile Template are the widgets/sections (defining the actual layout), the Field Groups (specifying/organizing fields if included in the layout), and criteria (which determine - in combination with the order in the Profile Templates list - the circumstances in which the Profile Template is applied)
In Planhat OS, you create and manage Profile Templates within the "Profiles" area of the "Data model" Tool
Who is this article for?
Anyone who would like an overview of how Profile layouts can be customized via Profile Templates
This article is particularly relevant to Planhat builders/admins who configure their tenant for their team (e.g. CS Ops)
Series
Planhat OS - Profile Templates overview ⬅️ You are here
Article contents
🚀 Tip
You should be familiar with the concept of Profiles before you read this article. You can read our main Profile article here.
📌 Important to note
The ability to configure Profile Templates is controlled by Role permissions, so be aware that not all users of Planhat will be able to create/edit Profile Templates. This setup is typically carried out by users of Planhat who are admins within their tenant.
What are Profile Templates?
The layout of Profiles can be configured via Profile Templates, which are set up for individual data models.
You (as a Planhat admin) can configure multiple Profile Templates per model, which are then applied automatically in different circumstances, based on criteria (conditions/rules) that you define - e.g. you might have a specific Profile Template for Companies in the Onboarding Phase, or for Companies when viewed by a Planhat User who's a Salesperson.
This screenshot shows an example of the Profile Templates area of the "Data model" Tool, with a list of Profile Templates for a data model:
The following screenshot shows configuration within an individual Profile Template:
📌 Definitions
"Models" (also called "data models") are how CRM data is organized in Planhat. You may sometimes come across them referred to as "objects". Examples of Planhat models are Company (representing organizations that are your customers or prospects), End User (for people who work at those Companies) and User (the model for users of Planhat - you and your colleagues)
"Records" are the individual pieces of data within those models - so examples of Company records could be "Dell" or "Gong", and examples of End User records could be "Hannah Brown" or "James Saddington".
📌 Planhat versions
You may already be familiar with Profiles from the pre-OS version of Planhat. One key difference when it comes to Profiles in Planhat OS is that there are no longer separate concepts of Full-Page Profiles (more detailed Profiles) v. Previews (more condensed Profiles) - now there is only one single type of Profile.
Why customize Profile layouts via Profile Templates?
With Profile Templates, you can create multiple different Profile layouts for each model, and set criteria so the relevant Template is automatically applied when a Profile is viewed.
This means you can personalize which data is displayed, to suit:
the record (e.g. for the Company model, this could be based on the Tier, Phase or Status etc. of the Company being viewed),
or the viewer (e.g. Senior Leadership may want to see different data than CSMs, who want to see different data than Salespeople, who need a different view compared to the Professional Services team, etc.)
Only the most relevant data is shown in each case, saving you time and making it easy to take data-driven action. It's just one of the features allowing you to personalize Planhat to meet your needs.
How to create a Profile Template - summary overview
🚀 Tip
In this article, we give an overview of the process. We have separate articles with additional details on some key topics, which we link to at the relevant points below.
You can click the images below to view them enlarged.
Open the "Data model" Tool (from either the Tools menu - accessed via "More" - or you may have already pinned this Tool to your sidebar)
Select the data model you want to configure Profile Templates for, e.g. Company
Scroll down to "Profiles" and click on the "+"
Give the Template a name in the "Profile name" field. A clear name helps - for example, "Enterprise EMEA Companies"
In the "Criteria" tab (which it opens on), under "Match Conditions" (shown in the screenshot above), set up the conditions/rules/criteria that will define when this Profile Template is applied. You can create conditions based on either properties of the record itself, or the Planhat User viewing the record. We discuss this in more detail in a separate article here
Use the dropdown menu to select "Profile" - this is where you configure the main layout of the Profile Template
Build the layout in the "Profile" tab. Click "+ Click to add a widget" (or the "+" symbol) to add widgets (Profile sections), and drag them to reorder. We discuss Profile Template widgets/sections in more detail in a separate article here
Use the dropdown menu to go to "Field Groups", and define which fields you would like to display in this Profile Template. We go over Profile Field Groups in more detail in a separate article here
Once you have finished configuring your Profile Template, click the "Save and close" icon (floppy disk symbol)
Click and hold the icon of 6 dots for your Profile Template to drag it up or down in the Profile Templates list to set its priority. If a situation (record/viewer combination) matches more than one Profile Template (as set by the criteria/conditions), the Template nearest the top of this list "wins" (i.e. is applied). (Note that the Default Profile is always at the bottom of the list of Profile Templates, and can't be moved)
Enable (activate) the Profile Template via the toggle switch. It will now be applied to the relevant records/viewers. (Disabled Templates are not active and so are not applied)
Navigating to existing Profile Templates
Once you've selected a data model in the "Data model" Tool, the "Profiles" area has a list of some - but necessarily all - of your Profile Templates for that model. If the Profile Template you want to view/edit is listed here, you can simply click on its name to open it. But if you have more Profile Templates for that model and want to view the complete list - including viewing/editing the toggle to enable or disable Profile Templates - then mouse over this area to see the "More" button appear (pictured below) and click on that.
Cloning, deleting and editing Profile Templates
If you don't want to create a Profile Template from scratch (as described above), you can clone an existing Profile Template and then edit that - which saves time if you want a Profile Template that's similar to an existing one. To do this, open the Profile Template you want to copy, click on the ellipsis (3 dots) in the top right, and select "Clone".
To delete a Profile Template, you follow almost the same process: open the Profile Template, click on the ellipsis (3 dots), and this time you select "Delete".
To edit a Profile Template that you already saved, simply open it from the list of Profile Templates, edit it as desired, and then press the floppy disk "Save and close" icon again.
Editing a Profile Template directly from a Profile
You don't always need to go to the "Data model" Tool to open and edit an existing Profile Template.
When you're viewing a Profile (e.g. the example screenshot below shows a Company Profile for Zilliant), click on the ellipsis (3 dots) in the top right, and select "Edit Profile Template". This will open up the relevant Profile Template.
