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Step 1 | Select a record type from the appropriate navigation pane of the 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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The Metadata for any Task Instance record, as shown below, also contains a Status History field.
Metadata Field Descriptions
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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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Step 1 | Either:
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Step 2 | On the Confirmation pop-up that displays, click Yes. |
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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.
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Step 2 | On the Confirmation pop-up that displays, click Yes. |
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Step 1 | Select the list from which you want to update multiple records. |
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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. |
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Step 1 | Select the list from which you want to update multiple records. |
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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. |
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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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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.
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| Step 3 | Click Browse to Select a file to upload.
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| Step 4 | Click Upload to upload the selected file. |
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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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