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You can perform many actions on a record by right-clicking anywhere in the the record Details to display an Action menu of all actions available for that record.
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The following actions can be performed for all user-defined records:
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Step 1 | Open the record that you want to update. |
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Step 2 | Make any desired updates to the record and click the |
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The Controller checks if other users have made changes before updating the record. If other modifications were made, a dialog box will appear, giving you options to proceed with the update and overwrite the modifications, cancel the update and return to the form, or cancel and discard your changes.  The Automatically Create Versions must be true for the controller to check for changes by other users. |
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If you change the name of a task that is part of a Workflow, the Controller automatically changes the name of that task within the Workflow itself. |
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Copying a Record
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Step 1
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Open the record that you want to copy.
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Step 2
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In the <record> Name field, enter a new name for the record.
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Step 3
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Right-click in the Details and then click Insert on the Action menu. The displayed record becomes a copy of the record you selected and is added to the list.
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To copy a Report or Filter, you must use the Save As... button in the record Details, which lets you save the record under a different Title (for Reports) or Name (for Filters) and/or as being visible to different users. |
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Do not use Insert to copy the following types of records unless you do not want to copy any records associated with them, such as Actions, Notes, and Variables. Using Insert does not copy any records associated with these types of records:
To copy any of these record types and all of their associated records, use the methods described in:
Also, do not use the Update button to copy a record; the Update button overwrites the existing record. |
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Printing a Record
To print a hard copy of the Details of any record:
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