# Configuring Screen Profiles for Gladstone360

HTML version: [Configuring Screen Profiles for Gladstone360](https://support.gladstonesoftware.cloud/gladstone360/configuring-screen-profiles-for-gladstone360)

## Problem
You need to control which user fields appear on customer records in Gladstone 360 and in workflow additional-information steps, using Plus2 screen profiles.

## Resolution

1. **Create or edit the member record screen profile**
   - In Plus2, go to `Configuration > Membership > Screen Profiles` and select **New**, or open the existing profile.
   - The member record's user field tabs in 360 come from a screen profile whose ID must start **USERF**. Only fields listed **after Privacy policy** are user fields.

2. **Organise the fields into pages**
   - Select **Add Page** to create a new tab (for example Medical, Membership), name it and confirm. *Add page* inserts after the current page, and the *Standard* page can't be renamed.
   - Select a user field from **Available Fields** and move it into the tab using the chevron.
   - Set the field status (**Optional**, **Advisable** or **Required**).
   - Select **Save**.

3. **Create a workflow screen profile (if applicable)**
   - For a workflow's **additional information** step, create a separate screen profile (for example `G0001` Concession with concession eligibility **required**) and pick it on the step.
   - Use screen profiles in workflows to capture information such as cancellation reasons.
   - Required fields must be completed before continuing. 360 treats *Advisable* as optional.

4. **Log out and back in**
   - Log out of 360 and back in to see changes.

5. **Check the fields in Gladstone 360**
   - Open a customer record in Gladstone 360 and find the new tab.
   - Select **Edit** to update the field values, then **Save**.

## Notes

- Access to configuration in Plus2 and permission to create and edit user fields and screen profiles are required. You also need access to Gladstone 360 to test and use workflows.
- 360 shows only fields that have been filled in, grouped by tab. Fields left out of the profile can't be completed in 360.
- Once a pick-list user field has a value, it **can't be cleared**. Add an option such as *None* or *Prefer not to say*.
- New questions need free user fields (up to about 50). Reuse unused Plus2 user fields (for example old opt-in fields now replaced by marketing preferences).
- Set phone-number user fields (for example emergency contact number) as **free text**, not number fields, or the leading 0 is dropped.
- For creating user fields, see [How to Create User Fields in Plus2](../plus2/how-to-create-user-fields-in-plus2.md).
- Related: [Creating a Workflow in Gladstone360](creating-a-workflow-in-gladstone360.md); [Designing Gladstone 360 Add Contact Workflows](designing-gladstone-360-add-contact-workflows.md).