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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.

Step 2

Either:

  • Enter / select information for a new record in the empty Details that displays below the list.
  • Click the New button that displays above the list to display an empty Details pop-up, and enter / select information for a new record.

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.

Step 2

Either:

  • Click a record in the list to display its record Details below the list.
  • Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
  • Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

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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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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 Records
Uploading Records
Uploading Records

You can load upload records (as contained in a zip and/or json files JSON file) from your local system to any of the following lists:

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Step 1

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Select the list from which you want to update multiple records.

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Step 2

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The Upload operation takes a zip 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.


Note
titleNote

A 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 exportTable property in the JSON file is used to identify the record type. Any file without this attribute will be ignored.

  • For a record type that supports download/upload, the JSON response from Read web service API contains the exportTable property.
  • For a Read response from an older release, you must manually add the exportTable property in order to be upload compatible.

Step 1

Right-click any column on any list that supports uploads to display an Action menu.

Step 3Step 2

Click Upload... to display the Upload dialog.

Step 43

Click Browse to Select a file to upload.

Step 54Click Upload to upload the selected file to the list.

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Downloading Records
Downloading Records
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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Downloading Manually Selected Records from a List
Downloading Manually Selected Records from a List

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Download Manually Selected Records from a List

Step 1

Select the list from which you want to download multiple records.

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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Downloading Records That Match the Current Filter
Downloading Records That Match the Current Filter

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Download Records That Match the Current Filter

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

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Downloading a Single Record from its Record Details
Downloading a Single Record from its Record Details

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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.

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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