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Panel
Table of Contents
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Step 1

From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays.
 
To the right of the list, Bundle Details for a new Bundle record displays.
 

Step 2

Enter / select Details for a new Bundle, using the field descriptions below as a guide.
 
(The only required field is Name. You do not have to select a Default Promotion Target; you can select (or override) a promotion target when you promote the Bundle.)
 
To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the Image RemovedImage Added button above the list to display a pop-up version of the Details.

Step 3

Click a Image RemovedImage Added button. The Bundle record is added to the database, and all buttons and tabs in the Bundle Details are enabled.

Step 4

Open the Bundle and begin adding records to the Bundle.

Step 5

Click the Image RemovedImage Added button.


Note
titleNote

To open an existing record on the list, either:

  • Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)
  • 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).

Anchor
Creating a Bundle for Promotion by Date
Creating a Bundle for Promotion by Date

Creating a Bundle for Promotion by Date

This feature allows you to create a bundle for promotion based on a created (or updated) date. You select one or more types of records to be included in the bundle and a date. Any records that have been created or updated since the specified date that match the specified record type(s) will be included in the bundle.

...

Step 1

From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays.
 

Step 2

Click the Create By Date button at the top of the list. The Create By Date pop-up displays.
 

Step 3

The Types To Include drop-down list pre-selects all record types (by highlighting them in blue). Use Ctrl+click to de-select any record type for records that you do not want in the Bundle.
 

Note
titleNote

Only records for record types that you have permission to Read will be included in the bundle.


Step 4

The Updated On Or After field specifies the current date, by default. You can change the date manually or by clicking the Calendar icon. All records created or updated on or after the date that you specify will be included in the bundle.

Step 5

Enter a Name and, optionally, select one more Business Services that this Bundle will be a member of. Then click the Submit button. If any records qualified for inclusion in the Bundle, the Bundle is created, saved to the database, and the Bundle Details display below the list. However, if no records qualified according to the specified date, the Bundle is not saved.

Step 6

You then can open the Bundle and enter / select additional Details for the Bundle, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can temporarily hide the list.

Step 7

As desired, you also can add any additional records to (or remove any included records from) the Bundle.

Step 8

Click the Image RemovedImage Added button.

Anchor
Creating a Bundle for Promotion by Business Services
Creating a Bundle for Promotion by Business Services

...

Step 1

From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays.
 

Step 2

Click the Create Bundle By Business Service button at the top of the list. The Create Bundle By Business Service pop-up displays.
 

Step 3

In the Member of Business Services field, specify Business Service memberships for the Bundle being created. Otherwise, if your Bundle permissions are limited to specific Business Services, you may not be able to create the Bundle.

Step 4

The Types To Include drop-down list pre-selects all record types (by highlighting them in blue) for records that can belong to Business Services. Use Ctrl+click to de-select any record type for records that you do not want in the Bundle.
 

Note
titleNote

Only records for record types that you have permission to Read will be included in the bundle.


Step 4

In the Business Services To Include field, select one or more Business Services whose records you want to include in the Bundle.

Step 5

Enter a Name and, optionally, select one more Business Services that this Bundle will be a member of. Then click the Submit button. If any records qualified for inclusion in the Bundle, the Bundle is created, saved to the database, and the Bundle Details display below the list. However, if no records qualified according to the specified Business Service(s), the Bundle is not saved.

Step 6

You then can open the Bundle and enter / select additional Details for the Bundle, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can temporarily hide the list.

Step 7

As desired, you also can add any additional records to (or remove any included records from) the Bundle.

Step 8

Click the Image RemovedImage Addedbutton.

Anchor
Promoting Bundles by Business Service Membership
Promoting Bundles by Business Service Membership

...

Step 1

From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays.
 
Below the list, Bundle Details for a new Bundle record displays. (You also can click the Image Removed Image Added button to display Bundle Details for a new Bundle.)
 

Step 2

Enter / select Details for a new Bundle, using the field descriptions below as a guide.
 
(The only required field is Name. You do not have to select a Default Promotion Target; you can select (or override) a promotion target when you promote the Bundle.)
 

Note
titleNote

If you view Bundle Details for an existing Bundle by clicking a Bundle in the list, and then want to create a new Bundle record, you must click the Image RemovedImage Addedbutton that displays above and below the Details.


Step 3

Select one or more Business Services from the Promote Members of Business Services drop-down list.

Step 4

In the Visible To field, select a User to which all records being promoted by Business Service membership must be visible. Any qualifying record that is a member of the specified Business Service(s) but is not visible to the specified user will not be promoted.

Step 5

Click the Image RemovedImage Addedbutton. If any records qualified for inclusion in the Bundle, the Bundle is created, saved to the database, and the Bundle Details display below the list. However, if no records qualified according to the specified Business Service(s), the Bundle is not saved. When the Bundle is promoted, all records that are members of the specified Business Services at the time of the promotion will be included in the promotion.

Step 6

As desired, you can open the Bundle and add any additional records to the Bundle.

Step 7

Click the Image RemovedImage Addedbutton.


Anchor
Bundle Details
Bundle Details

...

You can remove a record from a Bundle only from:

Anchor
Adding and Removing Records from the Bundle Details
Adding and Removing Records from the Bundle Details

Adding and Removing Records from the Bundle Details

Step 1

Display the Bundle Details of the Bundle to which you want to add records.

Step 2

Click a <record type> tab for records that you want to add to the Bundle. A list of all records currently in the Bundle for that type are listed. (If you are adding records to a new Bundle, the list for every record type will be empty.)
 
For example:
 

Step 3

Click the Image Removed Image Added  button above the list. An Edit Members pop-up displays that allows you to add records to the Bundle. For example:
 

 

  • The Collection window displays all records of this type that have not been added to the Bundle.
  • The Tasks List window displays all records of this type that have been added to the Bundle.

Step 4

To filter the records listed in the Collection window, enter characters in the text field above the Name column. Only records containing that sequence of characters will display in the list.

Step 5

To add a record to the Bundle, move the records from the Collection window to the List window:

  1. To move a single record, double-click it or click it once and then click the > arrow.
  2. To move multiple records, Ctrl-click them and then click the > arrow.
  3. To move all records, click the >| arrow.

To remove a record from the Bundle, move the record from the List window to the Collection window:

  1. To move a single record, double-click it or click it once and then click the < arrow.
  2. To move multiple records, Ctrl-click them and then click the < arrow.
  3. To move all records, click the |< arrow.

Step 6

Click Image RemovedImage Added.

Step 7

Repeat the above steps in the appropriate tabs for all records you want to add.

Anchor
Adding a Record to a Bundle from the Record Details
Adding a Record to a Bundle from the Record Details

Adding a Record to a Bundle from the Record Details

Step 1

Display the list of records containing the record that you want to add to a Bundle.

Step 2

Either right-click the record you want to add or display the Details for that record.

Step 3

Display the Action menu and select Add To Bundle. The Add To Bundle pop-up displays.
 

Step 4

Select a Name from the drop-down list and click Submit. The record is added to the Bundle (see Displaying the Bundles List for a Record).

Anchor
Adding Multiple Records to a Bundle from a Records List
Adding Multiple Records to a Bundle from a Records List

Adding Multiple Records to a Bundle from a Records List

Step 1

Display the list of records containing the records that you want to add to a Bundle.

Step 2

Either:
 
Ctrl-click the records that you want to add to the Bundle, display the Action menu, and select Add To Bundle. The Add To Bundle pop-up displays.
 

 
OR
 
On any tasks list, right-click any column header for the list, display the Action menu, and select Run Command On Filtered > Add To Bundle.... The Add To Bundle pop-up displays.
 

Step 4

Select a Name from the drop-down list and click Submit. The records are added to the Bundle (see Displaying the Bundles List for a Record).

Anchor
Displaying the Bundles List for a Record
Displaying the Bundles List for a Record

Displaying the Bundles List for a Record

To display a list of Bundles that a record belongs to:

Step 1

Access the Action menu for the record and select View Bundles. A View Bundles pop-up displays the list of Bundles that the record belongs to.
 

Step 2

To view Details for a Bundle on the list, click its Name.

Anchor
Report
Report

Reports

Report promotion is introduced in Universal Controller 7.4.0.0. However, if Follow References = false or Promotion Follow Report References = false for a promotion, any report required by a promoted task must already be available on the target system.
 

Info

If you choose to use List Import/Export for sharing reports between systems:

  1. Create the reports on the source system.
  2. List Export the reports.
  3. List Import the reports into the target system.

...

  • If a report is found, the incoming report id will be remapped to the appropriate target system report id.
  • If a report is not found, the promotion will fail with the following message: Unable to find mapping on target system for ops_report reference id report-id. {meta-data}.
     

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Anchor
widgets
widgets

Widgets

Widget promotion is introduced in Universal Controller 7.4.0.0. However, if Follow References = false for a promotion, any widget required by a promoted dashboard must already be available on the target system.

Info

If you choose to use List Import/Export for sharing widgets between systems:

  1. Create the widgets on the source system.
  2. List Export the widgets.
  3. List Import the widgets into the target system.

If a dashboard contains a reference to a specific widget by id, the promotion payload will include widget meta data to allow for proper validation and potential remapping of the widget reference on the target system.

The meta data includes:

  • Widget id
  • Widget name
  • Widget type

If a widget by the same id and type exists on the target system, no UUID mapping is required and the promotion can proceed without issue.

If a widget by the same id and type does not exist on the target system, UUID mapping is required before the promotion can proceed.

Using the widget metadata, the Controller will attempt to find a widget on the target system with the same name and same type.

  • If a widget is found, the incoming widget id will be remapped to the appropriate target system widget id.
  • If a widget is not found, the promotion will fail with the following message: Unable to find mapping on target system for ops_widget reference id widget-id. {meta-data}.