Command Line Reference
Every command is typed in the Global Search box after a greater-than sign, for example >record 4412. Most commands have a short form, shown in the Also column. A period in place of a record ID means the record that is currently open. Names may be typed in part, and a name that contains a space must be in double quotes. Variables such as [USERNAME] and [TODAY-7] may be used anywhere.
Finding your way around
|
Command |
Also |
What it does |
|
help [command] |
? |
Opens the Command Line panel listing the commands you can use. With a command name it describes that one command. help online opens the online help. |
|
home |
h |
Goes to the Home screen. |
|
record [id] |
r, open |
Opens a record. With no ID it opens your last record. |
|
document {id} |
d, doc |
Opens the record that holds a document, by document ID. |
|
goto {name or /path} |
go |
Goes to a screen by name (home, search, entry, workflow, assets, reports, personalqueue, formlibrary) or by URL path such as /reports/errorlogs. |
|
form {name} |
f, eform |
Opens an E-form by name. |
|
workflow [trigger] |
wf, queue |
Opens your workflow queue, or the queue for one trigger. |
|
new [record type] |
n, entry, add |
Opens the Entry screen, optionally for one Record Type. |
|
test |
t, variables |
Opens the Variable Testing panel. |
|
history [clear] |
|
Shows recent commands in the Command Line panel. history clear forgets them. |
Searching
|
Command |
Also |
What it does |
|
search {text} |
s, find |
Runs a Global Search for the text. The same Field|Value^Field|Value form that Global Search accepts works here too. |
|
search {record type} |
s, find |
Opens the search form for that Record Type. |
|
search {record type} Field=Value ... |
s, find |
Searches for records where each named field has the given value. Several Field=Value pairs may be given. |
|
search Field=Value ... |
s, find |
The same search across all Record Types. |
Working with a record
These commands change data. When sent as a link they wait for the person to press Run. After they finish, the record is opened so the change can be seen.
|
Command |
Also |
What it does |
|
set {id or .} Field=Value ... |
update |
Saves one or more field values on the record. Quote a field name or value that contains a space. The user must have edit rights to the record. |
|
note {id or .} {text} |
|
Adds a record note with the text. Everything after the record ID is the note. |
|
favorite {id or .} [off] |
fav, bookmark |
Adds the record to your favorites, or removes it with off. This one does not open the record. |
|
run {add-in name} |
addin |
Runs a toolbar Add-In by name, exactly as if it had been chosen from the toolbar. An Add-In that works on the current record uses the record that is open. |
Links
|
Command |
Also |
What it does |
|
link {command}[; {command}] |
url |
Copies a link that runs the command or commands when opened. A period is replaced by the open record's ID. Variables are left as typed so they are filled in for the person who opens the link. |
Administrator commands
These are only listed and only run for administrators. Each opens the editor for the named item; with no name it opens the list.
|
Command |
Also |
What it does |
|
user {name} |
|
Opens a user in Admin under Users. |
|
team {name} |
|
Opens a team in Admin under Teams. |
|
recordtype {name} |
rt |
Opens a Record Type in Admin under Record Types. |
|
trigger {name} |
|
Opens a trigger or process in Admin under Workflow. |
|
editform {name} |
ef |
Opens an E-form in Admin under E-forms. |
|
editaddin {name} |
ea |
Opens a toolbar Add-In in Admin under Add-Ins. |
|
admin [section] |
|
Opens Admin, or one section by name: main, alerts, users, teams, recordtypes, eforms, workflow, addins, actionsets, events, customvariables, notifications, branding, apitokens, connections, applications, stamps, bookmarklets, netlabels, recycle. |
Link form
A command sent as a link has the form https://yourserver/cli?c={command}. Separate several commands with semicolons and encode spaces as %20. The link command above builds this for you. When the Command Line switch is off in Admin, these links go to the Home screen.