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Records

Records

Mar 18, 2024

Introduction

A record is an entry in the Universal Controller database. Most records are created by the user via the user interface, but others (such as Agent records) are created by the Controller.

All system-supplied and/or user-supplied information about a record is contained in the record Details.

Naming Tips

Many functions within Controller are executed against one or more records.

For example, you can assign a user permission to:

  • Change only certain tasks.

  • Issue commands against a group of task instances.

  • Filter a trigger list to display only certain triggers.

Two methods are available to help you organize your records to facilitate the use of these functions.
 

Method 1

Develop a naming scheme for records.
 
For example, when naming tasks, you could prepend with SF all tasks related to San Francisco operations, or you could prepend with REPT all report-related tasks. With such a naming scheme, you can sort and filter lists by selecting records, for example, that begin with "REPT." You can assign permissions and execute commands against records using the same method.

Method 2

Use Business Services, which simply is a method of grouping records. Whenever you create a record, you can assign it to a Business Service.
 
For example, you could have a Business Service called "SF" and a Business Service called "REPT." Using this method, you could then filter or sort a list based on the Business Service. As another example, you could assign permissions to a user, giving the user update permission to all records in the "REPT" Business Service. Business Services allow you to create groups based on business functions and organize all your Controller records according to user-defined categories.

Creating a Record

Step 1

Select a record type from the appropriate navigation pane of the Services. The records list for that record type displays.

Step 2

Either:

  • Enter / select information for a new record in the empty Details that displays below the list.

  • Click the 

     button that displays above the list to display an empty Details pop-up, and enter / select information for a new record.

Step 3

Click the Save, Save & New, or Save & View button to save the record.

Note

You also can create a record by copying and renaming an existing record.

Opening a Record

Opening a record refers to the displaying of a record Details.
 

Note

Some actions (such as delete) can be performed on a record without opening the record.

Step 1

Select a record type from the appropriate navigation pane of the Services. The records list for that record type displays.

Step 2

Either:

  • Click a record in the list to display its record Details below the list.

  • 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).

Record Details

When you select a record type from the Services, a list of records for that type displays. To the right of the list, an empty record Details for a new record of that type displays.

For example:
 

To see Details of an existing record, open the record.