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Step 1 | Select a record type from the appropriate navigation pane of the Navigator Services. The records list for that record type displays. |
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Step 2 | Either:
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Step 3 | Click the Save, Save & New, or Save & View button to save the record. |
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Step 1 | Select a record type from the appropriate navigation pane of the Navigator Services. The records list for that record type displays. |
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Step 2 | Either:
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When you select a record type from the Navigator Services, a list of records for that type displays. Below the list, an empty record Details for a new record of that type displays.
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You can upload records (as contained in a zip and/or json JSON file) from your local system to any of the following lists:
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The Upload operation takes a single zip and/or json file as input, parses it, and updates/creates a record for each input file in the zip/json filezip file (containing one or more files) or a JSON file.
- For a zip file, each JSON file in the zip file will parsed, and non-JSON files will be ignored.
- For a JSON file, the file is parsed to update/create a record.
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Since a zip/json file to be uploaded can contain input files for different record types (for example, task, triggers, and calendars), you can upload the file from any list that supports uploadsA zip can contain multiple files, where each file could be for a different record type. For example, the zip might contain two files; one file for a task and one file for a trigger. The zip file can be uploaded from any list that supports upload (for example; tasks list, triggers list, and calendars list). When the zip file has been successfully uploaded, both the task record and the trigger record will be uploaded. A JSON file contains data for one record type only. The
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Step 1 | Right-click any column on any list that supports uploads to display an Action menu. |
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Step 2 | Click Upload... to display the Upload dialog. |
Step 3 | Click Browse to Select a file to upload. |
Step 4 | Click Upload to upload the selected file. |
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