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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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You also can create a record by copying and renaming an existing record. |
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Opening a record refers to the displaying of a record Details.
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Some actions (such as delete) can be performed on a record without opening the record. |
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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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To see Details of an existing record, open the record.
For example:
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- Fields with names followed by an asterisk ( * ) are required.
- Gray fields are read-only.
- White fields are editable. They may accept any value or only values selected from a drop-down list.
- Some fields provide a drop-down list of values, which are the only selections available for that field.
- Some fields contain a default value.
- Some fields provide hints that describe value to be entered/selected for that field.
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Additionally, drop-down list fields whose available values are records (as identified by a 9797634 Details Icon), provide a filter for only listing records that contain the sequence characters that you enter in any of the provided record fields.
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- Details icon that allows you to view and edit Details for that record.
button that allows you to create a new record of that type and automatically associate it with the record whose Details are displayed in the <record type> tab.
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Record Details Metadata
The Action menu for every record Details contains a Details sub-menu. If you click Show Metadata on this sub-menu, a Metadata section displays at the bottom of the Details. (If Metadata is being displayed, the Details sub-menu contains a Hide Metadata entry.)
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The following actions can be performed for all user-defined records:
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Updating a Record
Step 1 | Open the record that you want to update. |
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Step 2 | Make any desired updates to the record and click the Update button. |
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Copying a Record
Step 1 | Open the record that you want to copy. |
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Step 2 | In the <record> Name field, enter a new name for the record. |
Step 3 | Right-click in the Details and then click Insert on the Action menu. The displayed record becomes a copy of the record you selected and is added to the list. |
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Step 1 | Either:
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Step 2 | Select a printer and click OK. |
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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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When you update any of these records, the Controller creates an image of the old version and stores it in the record's Versions tab. It also updates the Version field in the current version of the record. For example, if you have updated a task three times, there will be three versions of that task stored in the Versions tab, and the current version will be identified as Version 4.
Although you can purge old versions of records, the Versions field in the current record always will show how many versions of the record have been created.
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There are two different types of exports/imports:
- Bulk exports/imports let you export/import all records in a Controller database.
- List exports/imports let you export/import all records selected on a list.
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There are two actions available for updating multiple records:
- Update - Updates all manually selected records on the list.
- Update Filtered - Updates all records that match the currently selected filter for the list.
Updates are applied and validated per selected record, since a valid update for one record may not be valid for another. A validation failure for one update does not prevent the update of other records.
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Field Title | Name of the field as displayed in the 9797634 Record Details. |
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Field Value | Value that you want to select for this field in all of the selected records. |
Clear Field Value | Check box indicating whether or not to clear the value from this field when the record is updated. By default, this column is unselected for all fields. |
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Update / Update Filtered Dialog Variable Fields for Tasks
The 9797634 Record Details for many individual tasks contain one or more Variable fields that allow you enter a variable instead of a record.
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There are two actions available for downloading records from a list:
- Download
Downloads all manually selected records on the list. - Download Filtered
Downloads all records that match the currently selected filter for the list.
There is one action available for downloading a single record from its record details:
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You also can download a single record by manually selecting it from the records list. |
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