CMDB Interface Behaviors
Menu Bars and Toolbars
Use the CSM Desktop Client menu bar/toolbar and Browser Client menu bar/toolbar to access table management operations, such as:
- Navigating records.
- Switching between grid view and current record view.
- Adding, editing, and deleting CI records.
Context Menu (Desktop Client only)
Use the CMDB interface context (right-click) menu to quickly access common CMDB operations.
| Menu Item | Description |
|---|---|
| Go to record | Displays the selected CI record. This option isn't available if you select multiple records. |
| Go to record in new window | Displays the selected CI record in a new window. This option isn't available if you select multiple records. |
| New | Creates a new CI record. |
| Actions | If Context Menu Actions are defined, an Actions menu item is also displayed to run Actions. |
| Delete | Deletes the selected CI record. |
| Print grid | Prints the active grid. |
| Export grid | Exports the active grid to a file. |
Record Views
There are two views available for the CMDB interface:
- Grid list: Select Show Results
on the toolbar to display a grid list of CI records. - Current record: Select Show Current Record
on the toolbar to display the selected CI record.
Grid Capabilities
When CI records are displayed in grid view, use the CSM grid capabilities (example: Print, export, run an Action, sort, filter, group, size, move/reorder, and add/remove columns) to display only the data you want and in a way that is meaningful to you.
Find Records
Use the filter and search options to find CI records. Display all CI records, or filter by CI Type (example: Computer, printer), customer (example: All or named customer), and/or time frame (example: Anytime, today, previous month).
To search, type a value to search in the Search box (example: Asset tab, host name), and then select Go.
