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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:
- Click the name of the layout in the Layouts menu
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- . The check mark will display next to that layout, indicating that it is the currently selected layout for the list.
- 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.
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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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You can upload records (as contained in a zip and/or json file) to any of the following lists:
- Agents list for any Agent type (Credentials field and Member of Business Services field only)
- All Agents list (Credentials field and Member of Business Services field only)
- Tasks list for any task type
- All Tasks list
- Triggers list for any trigger type
- All Triggers list
- Credentials list (all fields except Type and Key Location (FTP only))
- Email Templates list
- Global Variables list
- Scripts list
- Users (these fields only: Active, Command Line Access, Department, Locked Out, Manager, Password, Password Requires Reset, Time Zone, Web Browser Access, Web Service Access)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
For detailed information on how to perform a multiple records upload, see Uploading Records.
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