This topic is a guide to the standard functionality found in the Automate Admin Portal user interface toolbars, forms, and lists.

In the Automate Admin Portal, icons on the main toolbar are always available, regardless of the form or list you're viewing.

A form/list-based toolbar displays additional icons, depending on the model you're working with (which defines the content on the form or list you're viewing), and on your access profile and permissions. For example, if it's not possible or allowed that you move certain items, the Move icon won't display.

Main toolbar

The table describes the graphical controls and icons on the main Admin Portal toolbar:

The table describes the icons on the main toolbar in the Admin Portal:

Home	The Home button displays a customizable dashboard that serves as a landing page. See "Automate Dashboards" for details. The system displays a welcome message the first time a user logs in with a new account. When a non-SSO or non-LDAP user logs in, a system message alerts the user to any failed login attempts. When SSO or LDAP users log in, the system displays the last successful login time.
Organization Selection	Launches a hierarchy (organization) tree view that displays a tree or list of available nodes. See Navigating the Hierarchy Note that the accent color is used for this element.
Hierarchy element	A hierarchy element displaying the highest hierarchy level. The associated child hierarchy element display in a similar field display box adjacent to the main hierarchy element. If there is more than one level or node at a specific hierarchy, you can search and navigate the hierarchy. See Navigating the Hierarchy.
Search	The toolbar Search bar. Fill out search criteria to use the default search (Action search), or click the down arrow at the filter icon to choose an alternative search mode: Action search - perform a fuzzy, free text, actions search, for example, Modify Voicemail or Create user. Filter search - choose from a predefined list of entities Global search - available only to users with appropriate permissions; allows querying of the API for models and search criteria
Transactions log	Displays the Opens the Transactions Log, where you can view a list of in progress and recent completed transactions, and drill-down to view transaction details. The pulsing counter above the icon indicates the number of transactions currently in progress. The spinner adjacent to the icon indicates that your transactions are in progress.
Messages	A notification indicator and menu for accessing the Transaction log and Alerts (if alerts are enabled). A pop-up notification displays when a transaction is done. You can click on the message to inspect transactions. Alert notifications display until all alerts are removed from the list.
Wingman	Opens Wingman Chat if enabled. Refer to VOSS Wingman.

Help

Opens the system online Help in a new browser tab.

Settings (Cog icon)

Provides a menu with items for:

The logged in user's Account Settings (read-only), Quick Actions to sign out or change password, and Preferences where you can set the Browser Console Log Level.

If the Browser Console Log Level is set to Debug, your browser console (Inspect menu) provides additional details when selecting menu items and instances on the GUI, for example:
```
Model Type: relation/User, Field Display Policy: default,
 Configuration Template: undefined, Fixed Filters: undefined
```
This setting reverts to None (default) when you sign out. When set to None, the browser console Inspect menu does not show these details. See the note below this table for more information about this setting.
About form with version details - see: About.
Sign out button to log out the user.

Note

To view details for and of the following applied to any page in the GUI, on the Preferences page, set Browser Console Log Level to Debug and save your changes. Then open the page where you want to view these details, right click, and choose Inspect to open the browser console:

Model
Field display policy
Configuration template
Fixed filters

Forms and lists toolbar

For certain models, such as Roles or Credential Policy, the list view or detail view of the record in the Admin Portal displays an additional toolbar with a number of controls.

The icons that display on this secondary toolbar depend on your access profile and based on the functionality available for data on the form or list (the model you're working with).

Standard icons

The table describes standard icons that typically display on all forms and lists.

Icon	Description
Filter	Allows you to filter items on a list.
Refresh	Manually refresh a list view to load updated data.
Plus icon	Creates a new record from a list view.
Delete	From a list, remove an entry or the selected entries.
Move	You can move some model instances (by default, device models) from the current hierarchy to another hierarchy. When moving device models, the system won't allow you to move a device model instance to a hierarchy node with a different device. For data models, move is allowed if you edit the data model's definition in the Operations section.
Clone	Make a copy of the current item, and rename it to create a new instance.
Export	From search results or any list view in the system, it is possible to select the entities required and export them with all attributes. The selected data can be exported to: A JSON file that is archived into .json.zip format for external use. Excel - an export containing data and Excel columns for all fields as shown in the JSON export format. Excel(formatted) - an export containing data and Excel columns as arranged by any Field Display Policies that apply.
Save	Saves a new or updated record.
Cancel	Cancels triggered events such as transactions or bulk loads. A Cancel icon on forms aborts the page or action.
Back	On forms, this icon returns to the original list page position. The browser's back button also carries out this action.
Help	Open the on-line help page for the current model.

Overflow actions menu

On forms and lists that allow multiple actions, icons for key actions (for example, Filter, Add, Create, Update, Delete), are always visible on the toolbar, whereas other available actions are accessible via a vertical ellipsis toolbar icon (), which displays a drop-down menu of the additional (overflow) actions available for data on the form or list.

The image shows non-key actions available in the overflow menu when viewing or updating a user, for example:

Note

Accessibility support is provided for the overflow actions menu so that you can tab through the actions and press Enter or space bar to select an action in the menu.

The table lists actions that may be available in an overflow actions menu on a form or list, if relevant for the record and allowed for your access profile:

Action	Description
Bulk Load File	Only used via the Bulk Load page, when bulk loading a preselected file.
Bulk Modify	On the list view of certain items, the button displays a form to enter modifications to any selected list items and carries out a Bulk Modify. This is only available if your administrator has given you. the required permissions.
Configuration Template	For a form, create a Configuration Template for a model or carry out a task such as an advanced search.

Action	Description
Export Bulk Load Template	Export a model structure to a MS Excel bulk load file format. The file can be used as a template to bulk load instances of the model. Refer to the Bulk Load topic help.
Field Display Policy	Add a Field Display policy to a selected model. The detail view of a Transaction displays this button to show sub-transactions.
Execute	For an executable model such as a Provisioning Workflow, Macro, Wizard or for a script, run the execution.
Import	For supported Network Devices, carry out an import of data from the device.
Package	Create a package containing selected search results.
Refresh	Click this button on the Transaction list to refresh the list of transactions. This would for example update the Progress of the transaction.
Refresh User	On the User Management page, click Refresh User to align user data in relation/User with user data from source, caching from the UC application. This option is not exposed by default in the access profiles.
Replay	Transactions that have failed can, under certain circumstances, be replayed. This means that the transaction is re-submitted with the original request parameters.
Edit and Replay	Available for completed transactions. Similar to the Replay button, but allows you to first make changes to the previously submitted form before the transaction is resubmitted.
Reset Phone	Reset a phone.
Return	Return - From the detail display of a selected instance of a model, select this button to return to the list display of the model instances.
Tag	For a selected model instance, add a tag to it.
Tag Version	For a selected model instance, add a version tag to it.
Test Connection	For instances of models representing connection parameters such as connections to devices, click the button to test the connection.
Visualize	Deprecated.
Purge	Removes a record entirely.
JSON Editor	Update a JSON file.
Apply	Saves and updates the record.
Lock	Disables editing.
Reset	Clears the record.
Align Hierarchy to Sync Source	Used for managing users. See User added as Microsoft Active Directory LDAP User.
Align Hierarchy to User	Used for managing users. See User added as Microsoft Active Directory LDAP User.
Restart
Vendor Config
Wipe

Forms and lists

The Admin Portal displays information in forms (pages) and lists.

Detail	During input, mandatory fields are highlighted in a red frame.
List views of details	If the text in a column exceeds the defined column width, it is truncated with an ellipsis (...), except for any column showing the row entry hierarchy.

Tip

To easily copy data from a drop-down list or in a list view (provided you're using a mouse), highlight the value while keeping the mouse button pressed down and use the keyboard shortcut CTRL-C to copy, then release the mouse and paste the data where required.

Alternatively, a selected item (drop-down list selection box is active) from a drop-down list can be copied with CTRL-C and pasted into another input field using Ctrl-V.

Form controls

The following controls are typically available on forms.

Icon	Description
	Plus. Open another instance of the current form field or open a pop-up screen to add an item.
	Minus. Delete the current instance of a field from a form or open a pop-up screen to confirm.
	Down arrow. Move the selected instance on a form down in the order of field entries. In the case where a Position field is available, for example for Lines, the entered value determines the order in the object.
	Up arrow. Move the selected instance on a form up in the order of field entries. In the case where a Position field is available, for example for Lines, the entered value determines the order in the object.

System Message: ERROR/3 (<string>, line 384)

Malformed table.

+----------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
| Icon                 | Description                                                                                                                                                                                            |
+======================+========================================================================================================================================================================================================+
| |image45| |image46|  | Left arrow. Right arrow. On multi-tabbed forms, navigate to the previous or next tab.                                                                                                                  |
+----------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
| |image50|            | Warning. Used, for example, if a mandatory field is not filled in.                                                                                                                                     |
+----------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
| \*                   | Next to an input control on a form, the asterisk indicates that the field is mandatory.                                                                                                                |
+----------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
| [Browse]             | Next to an input control on a form, a button to open a file selection dialog.                                                                                                                          |
+----------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
| [       V]           | Drop-down input box. Typing into the box filters the drop-down list choices.                                                                                                                           |
+----------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
|            | URI link. A link icon that appears next to certain drop-down fields. When clicked, it opens the related entity (such as a configuration template, relation model, or resolved target model) based on   |
|                      | the field value. Link visibility depends on access permissions, and may also be controlled or overridden by GUI rules (for example Hide Link or Link Target Override). For full details, see           |
|                      | *Navigate to related entities from drop-downs*.                                                                                                                                                        |
+----------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+

Note

On some parts of the user interface, when adding or deleting items via pop-up screens, clicking the OK button typically completes the update; that is, you won't need to also click Save on the main form.

Title						Description	Details
base						Group Assigned by FDP	Field Name: base Type: Object
	Name *					The unique name of the patch.	Field Name: base.name Type: String MaxLength: 1024
	Description					Description of the patch.	Field Name: base.description Type: String MaxLength: 1024
	Patch Version					The version of the patch.	Field Name: base.version Type: String MaxLength: 1024
	Notes					A description of any side-effects resulting from applying this patch, such as migration of existing data.	Field Name: base.notes Type: String MaxLength: 1024
		Releases				The HCS release to which this patch applies.	Field Name: releases.[n] Type: Array
		Models					Field Name: models.[n] Type: Array
			Type			The type of model included in the patch.	Field Name: base.models.[n].model_type Type: String MaxLength: 1024
				Instances			Field Name: model_instances.[n] Type: Array
					Instance	The business key of the model included in the patch.	Field Name: base.models.[n].model_instances.[n].model_instance Type: String MaxLength: 1024
					Version	The new version of the patched model.	Field Name: base.models.[n].model_instances.[n].model_version Type: String MaxLength: 1024
		Defect IDs				A list defects that are fixed by this patch.	Field Name: defect_ids.[n] Type: Array

Model: data/Patch

Adaptations

Form controls

Model Details: data/Patch