Getting Around

Let's take a look at navigating around Schedule tab, which is the core GRAX tab that allows you to set up and manage your backup and archive jobs.


The Schedule tab is where you can create, view, and manage all information regarding your backup and archive jobs.



(1) Subtabs - you will notice 2 subtabs, for backup and archive, respectively. These will list out all the backup and archive jobs you have created.

(2) Create - use the Create button dropdown to proceed with creating a new backup or archive.

(3) Refresh Table - click to refresh the status of all jobs.

(4) Table Header - the table has sortable column headings

(5) GRAX Detail View - click on an individual job record to navigate to the GRAX Detail View, which will show a read-only page of the entered job details.

(6) Action Dropdown - each job has an action dropdown that will allow you take a variety of actions, depending on the type and current status of the job.

(7) Help - Use the help links in the top-right of many GRAX pages to get more contextual help.

Action Dropdown Highlights

Let's take a look at some of the key actions available in the action dropdown list.

You will be able to access all relevant actions for a job by clicking the dropdown arrow towards the right side of the particular row.

Record Detail Link

This will allow Admins to navigate to the underlying GRAX Schedule Process record. The backup and archive job records are Salesforce custom object records behind the scenes. GRAX Support and Admins may need to access these Salesforce record detail pages and related lists for various admin functions. However, the majority of users can use the GRAX Detail view to see all relevant details about the job.

GRAX uses Salesforce custom objects to store key information about the backup or archive job. The layout may differ for each customer, depending on the page layout properties for that environment.

Summary Link

This will take you to either the in-progress job summary for a job that is still running, or it will take you to the most recent execution summary for a completed job.

The live summary link can be a helpful way to monitor a job or see in-depth summary information after it has completed.

Summary History

This will open a new tab that shows all the historical runs for this particular job. You can then filter, drill down, and generate charts on specific executions.

The summary history page for a particular job is a great way to see statistics over time.


Remember, you can always use the Summary Tab to search, filter, and analyze runs across ALL your GRAX jobs.

Error Report Link

This will take you to a native Salesforce report that will show you the errors for your most recent backup or archive job, if there were any.

Video Walkthrough