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When you click a record type in the Navigator Services, a list of currently defined records for that record type displays.

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There are two ways to select a layout for a list:

  1. Click the name of the layout in the Layouts menu

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check mark

Layout icon

Default Layout icon

check mark

Default layout

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  1. . The check mark will display next to that layout, indicating that it is the currently selected layout for the list.
  2. Click the Layout icon next to the layout. The Default Layout icon and the check mark will display next to that layout, indicating that it is the currently selected layout for the list and is pinned as the Default layout for the list.
Note
titleNote

Pinning a layout as your Default layout also selects it as the currently displayed layout, but selecting a layout as the currently displayed layout does not pin it as your Default layout.

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For detailed information on how to perform a multiple records update, see Updating Multiple Records.

Anchor
Uploading

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Records

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to a List
Uploading

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Records

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to a List
Uploading

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Records

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to a List

You can upload multiple records from records (as contained in a zip and/or json file) to any of the following lists:

For detailed information on how to perform a multiple records updateupload, see Updating Multiple Uploading Records.

Anchor
Download Files
Download Files
Downloading Multiple Records from a List

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Note
titleNote

You cannot select records on a list manually to indicate which records are to be exported; you must filter the list in order to select the ecordsrecords.


Warning
titleImportant!

It is strongly recommended that you do NOT use the Import and Export functions for modification of Universal Controller records. API functions are available if you need to programmatically update, copy, insert, or otherwise manipulate Universal Controller records.

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