Security screen > Audit Trial tab

Navigate To Other Entity

Opens this Screen:

Navigate To Entity screen.

Function of this Screen:

Shows the list of AgilePoint NX entities. You can click the entity names to see or configure the entity.

Action

Opens this Screen:

Filter Audit Trial screen

Function of this Screen:

Specifies the types of entity actions to show.

Refresh

Function:

Updates the information on the screen.

Clone Entity

Opens this Screen:

Clone Entity screen

To Open this Field:

On the right side of the screen, click the Ellipses (...).

Function of this Screen:

Creates a copy of an entity.

Example:

Refer to:

• The videos on this page

Export Entity Model

Opens this Screen:

Export Entity Model screen.

To Open this Field:

1. On the right side of the screen, click Ellipses (...).

Function of this Screen:

Downloads an entity template from AgilePoint NX Data Entities to your local machine as an XML file, a JSON file, or a Microsoft Excel file.

Example:

Refer to:

• The videos on this page

Export Data

Opens this Screen:

Export Data screen.

To Open this Field:

1. On the right side of the screen, click Ellipses (...).

Function of this Screen:

Downloads records from an entity as an XML file, a JSON file, or a Microsoft Excel file to your local machine.

Example:

Refer to:

• The videos on this page

Import Data

Opens this Screen:

Import Data screen.

To Open this Field:

1. On the right side of the screen, click Ellipses (...).

Function of this Screen:

Uploads a collection of exported records from your local machine, and adds it to an entity in AgilePoint NX Data Entities.

Example:

Refer to:

• The videos on this page

Sync Analytics

Function:

Creates a connection between an entity with the Analytics database where the entity data is updated for reporting and analytics.

To Open this Field:

1. On the right side of the screen, click Ellipses (...).

Action

Opens this Screen:

Audit Trail Record Details

Function of this Screen:

Shows the details of the action performed on an entity.

Performed By

Function:

Shows the user name associated with the action specified in the Action column.

Accepted Values:

Read only.

Performed On

Function:

Shows the date and time of the action specified in the Action column.

Accepted Values:

Read only.

Status

Function:

Shows the status of the action specified in the Action column.

Accepted Values:

Read only.

Details

Function:

Shows information about the action specified in the Action column.

Accepted Values:

Read only.