Security screen > Permissions 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.

Refresh

Function:

Updates the information on the screen.

Clone Entity

Opens this Screen:

Clone Entity screen.

To Open this Field:

1. On the right side of the screen, click 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

Import Fields

Opens this Screen:

Import Fields screen.

To Open this Field:

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

Function of this Screen:

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

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 or higher

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 (...).

Entity Owners

Opens this Screen:

Manage Permission Group screen

Function of this Screen:

Specifies the users and groups who are members of the selected permission group.

Entity Designers

Opens this Screen:

Manage Permission Group screen

Function of this Screen:

Specifies the users and groups who are members of the selected permission group.

Read Records

Opens this Screen:

Manage Permission Group screen

Function of this Screen:

Specifies the users and groups who are members of the selected permission group.

Edit Records

Opens this Screen:

Manage Permission Group screen

Function of this Screen:

Specifies the users and groups who are members of the selected permission group.

Create Records

Opens this Screen:

Manage Permission Group screen

Function of this Screen:

Specifies the users and groups who are members of the selected permission group.

Delete Records

Opens this Screen:

Manage Permission Group screen

Function of this Screen:

Specifies the users and groups who are members of the selected permission group.

Analytics

Opens this Screen:

Manage Permission Group (Analytics) screen

Function of this Screen:

Specifies the roles to assign to the Analytics permission group in Data Entities.