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In the Update / Update Filtered dialog for multiple tasks, the Agent field is not converted into a text field if you select Agent Variable. Instead, an additional field - Agent Unresolved - is provided, into which you enter a variable, variable and text, or Agent name. The Agent field is not used.
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Uploading Files
You can load zip and/or json files from your local system to any of the following lists:
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Step 1 | Select the list from which you want to update multiple records. |
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Step 2 | Right-click any column on the list to display an Action menu. |
Step 3 | Click Upload... to display the Upload dialog.
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| Step 4 | Click Browse to Select a file to upload.
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| Step 5 | Click Upload to upload the selected file to the list. |
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Downloading Records
You can download multiple records from a list (or download a single record from its record details) from any of the following lists:
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- Download
Downloads the current record.
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Download Manually Selected Records from a List
Step 1 | Select the list from which you want to download multiple records. |
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Step 2 | Ctrl-click each record on the list that you want to download. |
Step 3 | Right-click any of the selected records to display an Action menu. |
Step 4 | Click Download to download the selected records. |
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Download Records That Match the Current Filter
Step 1 | Select the list from which you want to download multiple records. |
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Step 2 | Create a Filter to display only those records that you want to download. |
Step 3 | Right-click the list header to display an Action menu. |
Step 4 | Click Download Filtered.... A Confirm pop-up displays.
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Step 5 | Click Download to download the matching records |
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Download a Single Record from its Record Details
Step 1 | Select the list from which you want to download a single record. |
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Step 2 | Open the record that you want to download. |
Step 3 | Right-click anywhere in the record details to displays an Action menu. |
Step 4 | Click Download to download the record. |
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