Action Menus

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:

  • 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):

  • 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:

  • 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).

  • Application on Applications list

Starts the application.

  • Application on Applications list

Stops the application.

Bundles and Promotion



  • Bundle on Bundles list

Displays a Bundle Report for this bundle.

(Same action as the Bundle Report button in Bundle Details.)

  • Bundle on Bundles list

Copies this bundle from this source cluster node to a target cluster node.

(Same action as Promote Bundle button on Bundle Details.)

  • Promotion Targets list
  • Promotion Targets Details

Refreshes any Agents on the promotion target server selected in this record.

  • Promotion Schedule on Promotion Schedule list
  • Promotion Schedule Details

Reschedules a scheduled promotion.
 
(Same action as Reschedule... button in Promotion Schedule Details.)

  • Promotion Targets List
  • Promotion Targets Details

Displays a Remote Server Information pop-up that lists details about the Automation Center cluster node selected as the promotion target in this record.

Calendars and Custom Days



  • Calendar on Calendars list
  • Calendar Details

Provides a month-by-month display of all Custom Days defined for this calendar.

  • Custom Day Details

Displays a table of the next 30 dates that match this Custom Day details.
 
(Same action as List Qualifying Dates button.)

  • Custom Day Details

Displays a table of the next 30 periods that match this Custom Day details.
 
(Same action as List Qualifying Periods button.)

Cluster Nodes



  • Cluster Node List
  • Cluster Node Details
Designates a particular Cluster Node as Preferred so that it will always be the Active node if it is running.

  • Cluster Node List
  • Cluster Node Details
Clears the Preferred status from a particular Cluster Node .

Data Backup/Purge



  • Data Backup/Purge record on Data Backup/Purge list

Disables this scheduled data backup/purge.


(Same action as Disable button on Details.)

  • Data Backup/Purge record on Data Backup/Purge list

 
Enables this scheduled data backup/purge.
 
(Same action as Enable button in Details.)

  • Data Backup/Purge list

Run the selected backup or purge.
 
(Same action as Run button in Details.)

  • Data Backup/Purge record on Data Backup/Purge list

Terminates this scheduled data backup/purge.
 
(Same action as Terminate button in Details.)

Manual Task Instances



  • Manual task instance on Activity Monitor / Task Instances list
  • Manual task instance Details

Displays a menu of commands specific to Manual task instances:

  • Manual task instance on Activity Monitor / Task Instances list

Sets this task instance to Success status.

  • Manual task instance on Activity Monitor / Task Instances list

Resets the Started Time of this task instance.


OMS Servers




  • OMS Server on OMS Servers list
  • OMS Server Details

Resumes the connection of a suspended OMS Server.


(Same action as Resume button on OMS Server Details.)

  • OMS Server on OMS Servers list
  • OMS Server Details

Temporarily disconnects the OMS Server.


(Same action as Suspend button on OMS Server Details.)

Reports



  • Reports list
  • Reports Details

Run the selected report.
 
(Same action as Run button in Details.)

SAP Task Instances



  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Displays a menu of commands specific to SAP task instances:

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Aborts the SAP job specified in the task instance.

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Interrupts the SAP Process Chain.

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Purges the SAP job specified in the task instance.

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Restarts the SAP Process Chain.

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Retrieves the SAP job definition.

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Retrieves the SAP job log.

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Retrieves the SAP job status.

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Retrieves the specific run information for the SAP Process Chain.

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Retrieves the "blueprint" information for the SAP Process Chain.

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Retrieves SAP Process Chain log.

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Retrieves SAP Process Chain status.

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Retrieves SAP spool list.

Tabs



  • All tabs except non-replaceable tabs.
Pins the tab to the task bar.

  • All tabs except non-replaceable tabs.
Automatically pins the tab to the task bar upon login.

  • All tabs.
Close this tab from the task bar.

  • All tabs.
Close all other tabs except this tab.

  • All tabs.
Close all tabs including this tab.

Task Instances



  • Task instance on Activity Monitor / Task Instances list

Cancels this task instance.
 

Note

Cancelling a Web Service task instance with Protocol = SOAP is prohibited.
 
Cancelling a PeopleSoft task instance cancels the PeopleSoft process itself, not the PeopleSoft task process. Once the Peoplesoft process has been cancelled, its status will filter through to the PeopleSoft task.

  • Task instance on Activity Monitor / Task Instances list
  • Task Instance Details

Displays a menu of the following actions:

  • Task instance on Activity Monitor

Clears all dependencies (predecessors, resources, and exclusive) to allow the task instance to run.

  • Task instance on Activity Monitor / Task Instances list

Clears mutually exclusive dependencies of this task instance.

  • Task instance on Activity Monitor / Task Instances list

Clears resource dependencies of this task instance.

  • Task instance on Activity Monitor / Task Instances list
  • Task instance Details

Clears all Wait To Start and Delay On Start specifications for this task instance.

  • Task Instance on Activity Monitor / Task Instances list

 
Deletes the selected task instance if it is in any of the following statuses:

  • In Doubt (110)
  • Failed to Start (120)
  • Confirmation Required (125)
  • Cancelled (130)
  • Failed (140)
  • Skipped (180)
  • Finished (190)
  • Success (200)

Note:

You cannot delete a task instance in any of these statuses if it was within a workflow task instance that itself has not been deleted.

  • Task instance on Activity Monitor / Task Instances list

 
Displays a menu of the following actions:

  • Task instance on Activity Monitor / Task Instances list

 Places this task into the Finished status.

  • Task instance on Activity Monitor

Places this task into the Finished status without aborting monitoring processes.

  • Task instance on Activity Monitor / Task Instances list

Cancels this task and places it into the Finished status.

  • Task instance on Activity Monitor

Cancels this task and places it into the Finished status without aborting monitoring processes.

  • Task instance on Activity Monitor / Task Instances list

Places this task instance in the Held status

  • Task instance on Activity Monitor / Task Instances list

Releases this task instance from Held status.

  • Task instance (except Workflows) on Activity Monitor / Task Instances list

Displays a menu of the following actions:

This menu is disabled if the task instance does not qualify for re-run.

  • Task instance (except Workflows) on Activity Monitor / Task Instances list

Re-runs this completed task.

For tasks not completed but scheduled for automatic retry, it re-runs the task and counts the re-run as one of the automatic retries.

  • Task instance (except Workflows) on Activity Monitor / Task Instances list

Re-runs a task instance specifying that intermediate failures be suppressed. (See Re-run (Suppress Intermediate Failures) Permitted Universal Controller system property.)

If the task instance qualifies for re-run, but it already has Retry Options enabled, the Re-run (Suppress Intermediate Failures) command will display as disabled in the menu.

  • Task instance in list
  • Task Instance Details

Retrieves standard out and/or standard error output for the following running or completed task instances: FTP File Monitor, Linux/Unix, SAP, Universal Command, Windows, z/OS.

  • Activity Monitor
  • Task Instances List

Executes a selected command against all task instances that match the current filter.


Before the selected command is executed, a confirmation pop-up displays. For example:
 


 

 

 

  • Linux/Unix, Universal, Windows, and z/OS Task instance on Activity Monitor / Task Instances lists
  • Linux/Unix, Universal, Windows, and z/OS Task instance Details

 Displays a menu of run priorities that you can set for this task instance:

  • High = Sets the run priority to High so that it will run before task instances in Low and Medium priorities.
  • Medium = Sets the run priority to Medium so that it will run before task instances in Low priority and after task instances in High priority.
  • Low = Sets the run priority to Low so that it will run after task instances in High and Medium priorities.

  • Task instance on Activity Monitor / Task Instances list
  • Task Instance Details

 Displays all variables currently available to the task instance, including those inherited from a workflow, those passed in from a trigger, or those available globally.

  • Task instance on Activity Monitor / Task Instances list

 Places this task in the Skipped status.

  • Task instance on Activity Monitor

 Skips this task instance and all of its dependent task instances.

  • Task instance on Activity Monitor / Task Instances list

 Removes the Skip status from this task.

  • Task Instance Details
  • Task Instance on Activity Monitor / Task Instances list
  • Task Instance on View Blocking Ancestors... pop-up dialog

Displays a dialog identifying blocking ancestors of a waiting task instance in a Workflow, if any exist.

Only task instances that are in a workflow and have not started (that is: Defined, Waiting or Held status) will qualify.

  • Task Instance Details
  • Task Instance on Activity Monitor / Task Instances list

 Displays the Workflow Monitor for the parent Workflow of a selected task instance and highlights that task instance within the Workflow.

  • Task Instance Details
  • Task Instance on Activity Monitor / Task Instances list

 Displays the Workflow Task Instance Details of the parent Workflow, if applicable, of this task instance.

  • Task Instance Details
  • Task Instance on Activity Monitor / Task Instances list
  • Task Instance on View Predecessors/Successors pop-up dialog

 Displays a dialog identifying the predecessors / successors of this task instance in the Workflow, if any exist.

Task Monitor Task Instances



  • Task Instance Details
  • Task instance on Activity Monitor / Task Instances list
  • Workflow Monitor

For task instances in Running status; Displays a list of running task instances that have the potential to match the specifications for tasks being monitored by the running Task Monitor task instance.

Tasks



  • Tasks lists
  • Task Details

Clears any Execution Restrictions that have been set for this task.

  • Task on Tasks list

Launches the task.
(Same action as Launch Task button in Task Details.)