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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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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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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:
- Agent Clusters list
- Bundles list
- Business Services list
- Calendars list
- Connections list (Database Connections, Email Connections, PeopleSoft Connections, and SAP Connections)
- Credentials list
- Custom Days list
- Email Templates list
- OMS Servers list
- Promotion Targets list
- Scripts list
- SNMP Managers list
- Tasks list (for any task type)
- All Tasks list
- Triggers list (for any trigger type)
- All Triggers list
- Variables list
- Virtual Resources list
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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.
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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
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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 3Step 2 | Click Upload... to display the Upload dialog. |
Step 43 | Click Browse to Select a file to upload. |
Step 54 | Click Upload to upload the selected file to the list. |
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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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- Download
Downloads the current record.
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Download Manually Selected Records from a List
Step 1 | Select the list from which you want to download multiple records. |
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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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Download Records That Match the Current Filter
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. |
Step 5 | Click Download to download the matching records |
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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. |
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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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