Overview

Action menus contain a set of actions and commands that you can apply to a list of records or one or more individual records. The actions listed on an Action menu are context-sensitive; they appear only as appropriate for the type of list or record (and as allowed by your User Permissions).

Accessing Action Menus

To access an Action menu:

For a List	Right-click a column header to display an Action menu containing a set of actions that you can apply to that column or to the entire list.
For a Record	Either: Right-click a record on a list. Right-click anywhere in the record Details. The list of actions on an Action menu for a record may differ depending on whether you accessed the menu from the records list or from the record Details.

The following is a sample Action menu for an individual record selected on a list:

Actions

The following table identifies actions that can appear on Action menus throughout the Universal Controller user interface. The Availability column identifies the location(s) from where each action is available.

Most actions are available for multiple, if not all, record types. Some actions are available for specific record types; these actions are categorized alphabetically following the list of actions for multiple record types:

Multiple Record Types
Agents and Agent Clusters
Applications
Bundles and Promotion
Calendars and Custom Days
Dashboards
Data Backup/Purge
Manual Task Instances
Reports
SAP Task Instances
Task Instances
Task Monitor Task Instances
Tasks
Triggers
Universal Templates
Users and Groups
Virtual Resources
Workflow Task Instances
Workflow Tasks
z/OS Task Instances
z/OS Tasks

Action	Availability	Description
Multiple Record Types
	For any type of record that can be added to a Bundle: Record on any list Record Details	Adds this record to any existing Bundle. This action is enabled only if a user has the ops_bundle_admin role or at least one Bundle Update permission assignment. For a user with the ops_bundle_admin role, the Add To Bundle dialog allows selection of any pre-existing Bundle. For a user without the ops_bundle_admin role but at least one Bundle Update permission assignment, the Add To Bundle dialog allows selection of pre-existing Bundles for which the user has Read permission. Only users with the ops_bundle_admin role or Update permission for the bundle can add definitions to the Bundle.
	Lists	Left-adjusts all columns in the list to their smallest size that still displays the full column name and column details for all records in the list.
	Lists	Adjusts all Auto Fitted columns back to their original size.
	Lists	Clears the temporary sort levels that you created via the Configure Sort action.
	Record Details pop-up	Closes the Details pop-up of any record.
	Lists	Displays a list of all available columns that can be displayed for this list. Click any column in the list to display / remove it.
	Lists	Sorts a list according to temporary, user-defined sort levels for a column on the list (see Configure a Multi-Level Sort).
	Record on any list Record Details	Creates a copy of the selected record, which you are prompted to rename.
	Lists	Exports records on a list in CSV (comma-separated values in an Excel file) format (see Exporting Records to an Output File).
	Record on any list Record Details	Displays a menu of the following actions: Show/Hide Metadata Show Details Show Variables Print
	Record on any list Record Details	Deletes the selected record(s).
	Records on any of these lists: Agent Clusters list Bundles list Business Services Calendars Connections lists (Database, Email, PeopleSoft, SAP) Credentials list Custom Days Email Templates list OAuth Clients list OMS Servers list Promotion Targets Scripts list Simulation list SNMP Managers list Tasks lists Triggers lists Variables list Virtual Resources list Webhooks list Record Details of these record types	Downloads the selected record(s) to a zip file on your local file system.
	Records on any of these lists: Agent Clusters list Bundles list Business Services Calendars Connections lists (Database, Email, PeopleSoft, SAP) Credentials list Custom Days Email Templates list OAuth Clients list OMS Servers list Promotion Targets Scripts list Simulation list SNMP Managers list Tasks lists Triggers lists Variables list Virtual Resources list Webhooks list	Downloads all records in the list that match the current filter to a zip file on your local file system.
	Lists	Exports records on a list in either of seven formats (as available for the type of record in the list): CSV Permissions For Group PDF XLS (Excel) XLSX XML XML (Export References)
	All record Details	Hide Metadata for these Details.
	Lists	Imports valid XML files (usually from an Export) from a user-defined location to a list. Import performs a pre-validation on the XML files; if any files are found to be invalid, a warning displays on the Console and the import operation is aborted. Any invalid XML files should be fixed or removed from that location.
	All record Details (except task instances, Agents, cluster nodes)	Creates a copy of the current record, for which which you have just entered a new Name.
	Lists	Displays a menu of available layouts for this list.
	Any Details	Displays empty Details for you to begin creating a new record.
	Any record on list	Opens the Details pop-up of a record.
	Navigator	Opens a page right-clicked in the Navigator under the current tab. (If the current tab is for the Activity Monitor or Dashboard Details, the page will open in a new tab (see Tabs).
	Navigator	Opens a page right-clicked in the Navigator under a new tab.
	Record in list Record Details	Displays the record Details under a new tab rather than as a pop-up (see Opening a Record).
	Lists	Exports the displayed data (the selected columns) of every record on a list into PDF format (see Exporting Records to an Output File).
	Record in list Record Details	Prints the record Details as shown in the user interface.
	For any type of record that can be promoted: Record on any list Record Details	Copies this record from this source cluster node to a target cluster node. The Promote... action is disabled unless a user has the ops_promotion_admin role or if the Bundleless Promotion With Execute Permission Permitted Universal Controller system property is true and the user has at least one promotion target Execute permission assignment. For a user with the ops_promotion_admin role, the Promote... dialog allows selection of any pre-existing promotion target. For a user without the ops_promotion_admin role, the Promote... dialog allows selection of pre-existing promotion targets for which the user has Read permission. The server will prohibit the user from promoting the definition using the promotion target if neither of the two conditions are met: The user has the ops_promotion_admin role. The user has Execute permission for the selected promotion target and the Bundleless Promotion With Execute Permission Permitted Universal Controller system property is true.
	Record Details	Refreshes all dynamic information in the Details.
	Lists	Restores the current layout of the list to its default layout.
	New, unsaved record	Saves this record and, if the record is displayed in a pop-up dialog, closes the record. (Same action as Save button on Details.)
	New, unsaved record	Saves this record and displays empty Details for a new record. (Same action as Save & New button on Details.)
	Lists	Saves the current layout of the list as the default layout.
	Lists	Saves the current layout of the list.
	Record on any list All record Details.	Displays all details stored in the database for this record in table format.
	All record Details	Display Metadata for these Details.
	Lists	Sorts the list in ascending alphabetical order.
	Lists	Sorts the list in descending alphabetical order.
	Lists	Selects the default layout for the list.
	Email, Database, SAP, and PeopleSoft Connections lists	Performs a connectivity test to the selected connection. (Same action as Test Connection button on Details.)
	Record Details (except Cluster Nodes)	Updates the Details of any record and, if the Details are displayed in a pop-up dialog, closes the pop-up. (Same action as Update button on Details.)
	Record Details pop-up (except Cluster Nodes)	Updates the Details of any record and continues to display the record.
	Agents lists Connections lists (Database, Email, PeopleSoft, SAP) Credentials list Email Templates list SNMP Managers list Tasks lists Triggers lists Users list Variables list Virtual Resources list	Updates all currently selected records in the list.
	Agents lists Connections lists (Database, Email, PeopleSoft, SAP) Credentials list Email Templates list SNMP Managers list Tasks lists Triggers lists Users list Variables list Virtual Resources list	Updates all records in the list that match the current filter.
	Agent Clusters list Bundles list Business Services Calendars Connections lists (Database, Email, PeopleSoft, SAP) Credentials list Custom Days Email Templates list OAuth Clients list OMS Servers list Promotion Targets Scripts list Simulation list SNMP Managers list Tasks lists Triggers lists Variables list Virtual Resources list Webhooks list	Uploads all selected files. Click Browse to select the file(s) that you want to upload. Click Upload to upload the selected file(s).
	Entries on Edit Members dialogs	Displays detailed information about that entry.
	For any type of record that can be added to a Bundle: Record on any list Record Details	Displays a list of bundles to which this record belongs. This action is enabled only if a user has the ops_bundle_admin or ops_promotion_admin role, or at least one Bundle Read permission assignment. For a user with the ops_bundle_admin or ops_promotion_admin role, the View Bundles list displays every Bundle containing the definition. For a user with neither the ops_bundle_admin or ops_promotion_admin role, the View Bundles list displays every Bundle, for which the user has Read permission, containing the definition.
	Lists	Exports the displayed data (the selected columns) of every record on a list into XLS (Excel) format (see Exporting Records to an Output File).
	Lists	Exports the displayed data (the selected columns) of every record on a list into XLSX format (see Exporting Records to an Output File).
	Lists	Exports all data of every record on a list into XML format (see Exporting Records to an Output File).
	Lists	Exports all data, plus references, of every record on a list into XML format (see Exporting Records to an Output File).
Agents and Agent Clusters
	Agents list Agent Details	Resets the Current Task Count field for this Agent to 0.
	Agent Clusters list Agent Cluster Details	Resets the Current Task Count field for this Agent Cluster to 0.
	Agent Cluster on Agent Clusters list Agent Cluster Details	If Distribution type for an Agent Cluster is Network Alias; Resolves the Network Alias for this Agent Cluster.
	Agent on Agents list Agent Details	Resumes the ability to run tasks for suspended Agent. (Same action as Resume Agent button on Agent Details.)
	Agent Cluster on Agent Clusters list Agent Cluster Details	Resumes the ability to run tasks for a suspended cluster of Agents. (Same action as Resume Cluster button on Agent Cluster Details.)
	Agents in Cluster list	Resumes the membership of this Agent in the selected Agent Cluster.
	Agent on Agents list Agent Details	Suspends the ability to run tasks for this Agent. (Same action as Suspend Agent button on Agent Details.)
	Agent Cluster on Agent Clusters list Agent Cluster Details	Suspends the ability to run tasks for this cluster of Agents. (Same action as Suspend Cluster button on Agent Cluster Details.)
	Agents in Cluster list	Suspends the membership of this Agent in the selected agent cluster.
Applications
	Application on Applications list	Queries the application (if it is running).

Action Menus

Overview

Accessing Action Menus

Actions

Multiple Record Types

Agents and Agent Clusters

Applications