Managing Integration Profiles

After you have created at least one integration profile, you can manage that profile and others by choosing Post Processing > 3rd Party Integrations in the Form Designer Toolbar. You can also right-click on the form in the Dashboard, then select Form Design Tools > 3rd Party Integrations.

Here we cover editing, deleting, and adding integration profiles. To create a new integration profile, see one of the other topics in this chapter.

When the 3rd Party Integration Profiles window appears, you'll see the profiles that already exist for this form, and you can manage them using the menu items in the toolbar at the top of the window.

Default Profile

There is always one and only one default integration profile. In the Default column, the check mark indicates which profile is the default. When there are no rules to control integration profiles, the default profile will run for any submissions of this form. Learn more in the Rules section below.

Add Profile

To add another profile, select the Add Profile menu item and then decide which profile you want to configure.

Delete Profile

To delete a profile, select the row containing the profile and then click the Delete Profile menu item. Click Yes to confirm your choice or No to retain the profile.

Edit Profile

Select the profile and then click the Edit menu item. Or, you can simply double-click the profile you want to edit.

Rules

In the Rules tab, you can create rules to control the profiles. In particular, you can avoid running the Default profile under specific conditions. For example, you might create an eSelect profile for Canadian recipients containing a rule that checks the value of a Country field (one of the Common Fields) for the selection "Canada". You could create a second PayPal profile for U.S. recipients and add a rule that checks the Country field for the value "United States".