...
Step 1 | Select a record type from the appropriate navigation pane of the Services. The records list for that record type displays. |
|---|---|
Step 2 | Either:
|
Step 3 | Click the Save, Save & New, or Save & View button to save the record. |
...
When you select a record type from the Services, a list of records for that type displays. Below To the right of the list, an empty record Details for a new record of that type displays.
For example:
To see Details of an existing record, open the record.
For example:
| Anchor | ||||
|---|---|---|---|---|
|
...
In the following example, the drop-down list for Default Promotion Target lets you filter the list of Promotion Target records by Name or Description field:
| Anchor | ||||
|---|---|---|---|---|
|
...
For example, every Trigger record contains a Calendar field whose value is the name of a Calendar selected from the drop-down list:
If you click the Details icon next to the Calendar field, the Details for that Calendar displays.
| Anchor | ||||
|---|---|---|---|---|
|
...
To display a field hint, hover your cursor over the field value.
For example:
| Anchor | ||||
|---|---|---|---|---|
|
The record Details for every record contains one or more tabs, including the default <record type> tab that provides detailed information about the record.
For example, Details for all tasks (except Workflows) provide eight tabs in addition to the <record type> tab. The currently selected tab displays in white. All other tabs display in gray.
Each tab displays a list of records that have been user-defined to be associated with the record. For example, the Triggers tab for a task would list any trigger records that specify this task in its trigger Details.
...
- Details icon that allows you to view and edit Details for that record.
- New button
button that allows you to create a new record of that type and automatically associate it with the record whose Details are displayed in the <record type> tab.
...
For example, this Linux/Unix Task Details shows that there are one or more records under the Virtual Resources and Versions tabs:
Re-Ordering of Tabs
...
The Metadata for any Task Instance record, as shown below, also contains a Status History field.
Metadata Field Descriptions
...
| Note | ||
|---|---|---|
| ||
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. |
...
Step 1 | Either:
|
|---|---|
Step 2 | On the Confirmation pop-up that displays, click Yes. |
...
You can temporarily hide record Details (or the list of records displays above the Details).
If you hide the Details, more records in the list can display. If you hide a list, more Details can display on the page.
- To hide the record Details, click the down arrow ( v ) at the top of the Details.
- To hide a list of records, click the down arrow ( v ) at the top of the list.
...
| |
Step 2 | On the Confirmation pop-up that displays, click Yes. |
|---|
| Anchor | ||||
|---|---|---|---|---|
|
...
Step 1 | Open the record Details for which you want to view old versions. The Version field indicates how many versions of this record have been made. |
|---|---|
Step 2 | Click the Versions tab. A list of old versions that currently exist for this record displays. |
Step 3 | Click the Details icon next to the Name of the version, or double-click anywhere in the version row, to displays Details for that version. |
Step 4 | Click Close to return to the version list. |
...
Step 1 | Select the list from which you want to update multiple records. |
|---|---|
Step 2 | Ctrl-click each record on the list that you want to update. |
Step 3 | Right-click any of the selected records to display an Action menu. |
Step 4 | Click Update... to display the Update dialog, which lists every field that can be updated for that record type (since read-only fields cannot be updated, they are not displayed). |
Step 5 | For any field, click anywhere in the Field Value cell to display an editor where you can enter / select a value. |
Step 6 | If you want to clear the value of a field for each selected record and not select a new value, click the Clear Field Value check box. |
Step 7 | Click the Update button to update all of the fields with the changed values. |
...
Step 1 | Select the list from which you want to update multiple records. |
|---|---|
Step 2 | Create a Filter to display only those records that you want to update. |
Step 3 | Right-click the list header to display an Action menu. |
Step 4 | Click Update Filtered.... A Confirm pop-up displays. |
Step 5 | Click OK to display the Update Filtered dialog, which lists every field that can be updated for that record type (since read-only fields cannot be updated, they are not displayed). |
Step 6 | For any field, click anywhere in the Field Value cell to display an editor where you can enter / select a value. |
Step 7 | If you want to clear the current value of a field for each selected record and not select a new value, click the Clear Field Value check box. |
Step 8 | Click the Update button to update all of the fields with the changed values. |
...
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.
| Anchor | ||||
|---|---|---|---|---|
|
...
Step 1 | Right-click any column on any list that supports uploads to display an Action menu. |
|---|---|
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. |
...
Step 1 | Select the list from which you want to download multiple records. |
|---|---|
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.
|
Step 5 | Click Download to download the matching records |
...