Adding Toolbar Components Using the Layout Editor

From the Toolbar Editor, you see a palette with available buttons. You can filter the display to show special buttons, defined commands, and quick actions.

The following elements are available for toolbar design:

Name	Description
Special buttons
New button	Generic button template.
Commands
Action menu	Displays a list of available quick actions. This command is disabled in most default layouts.
Bookmark	Bookmarks this record.
Delete	Deletes the record.
Edit Actions	Opens the quick action editor.
Export Package
Go to	Goes to a particular record.
Import Package
Link	Links this record to another business object.
List View	Displays the list view for this business object.
Multisort	Allows you to use more than one sort parameter
New Record Menu	Creates a new blank record menu.
New Record Templates	Creates a new record using a template.
New record	Creates a new blank record.
Next record	Opens the next record in the list.
Open In Parent	Opens a parent business object in a new tab, locates the child panel corresponding to the source business object, and if the tab contains a list, selects the record in the list..
Pin It	Allows you to pin the item so that it remains available.
Previous Record	Opens the previous record in the list.
Recent Templates	Displays the list of templates most recently used.
Refresh	Refreshes the display.
Save	Saves the changes.
Save As File	Saves the changes with a new name.
Unlink	Disconnects an existing link between a record and business object.
Actions
"Waiting for Customer" Reminder	Adds an incident with a status of waiting for customer to the record.
1st Escalation Notification	Sends first-escalation notification message to associated parties.
2nd Escalation Notification	Sends second-escalation notification message to associated parties.
3rd Escalation Notification	Sends third-escalation notification message to associated parties.
Account Lockout	Adds the account lockout classification to the record.
Account Lockout - Domain	Adds the account lockout - domain classification to the record.
Account Lockout - HR System	Adds the account lockout - HR system classification to the record.
Add CI Computer	Adds a configuration item computer instruction to the record.
Add CI Printer	Adds a configuration item printer instruction to the record.
Add Change	Adds a change instruction to the record.
Add Internal Task	Adds a an internal task instruction to the record.
Add Notes	Adds a note to the record.
Add Problem	Adds a problem to the record.
Auto Close	Automatically closes any incident with a status of resolved after a specified number of days.
Auto Close "Waiting for Customer"	Automatically closes any incident with a status of waiting for customer after a specified number of days.
Backup Failure	Adds a backup failure entry to the record.
Called Customer	Adds a called customer entry to the record.
Cannot access Shared Drive	Adds a cannot access shared drive entry to the record.
Cannot Open Outlook	Adds a cannot open Outlook entry to the record.
Close Incident	Closes the incident.
Convert to Service Request	Converts the record to a service request.
Create Memo	Creates a memo for this record.
Desktop Application Failure	Adds a desktop application failure entry to the record.
Email - Cannot Open Outlook	Adds an email - cannot open Outlook entry to the record.
Email Customer	Emails an associated customer.
Email access on mobile device	Adds an email access on mobile device entry to the record.
Export	Exports the record data to another file or file format.
Incident Assigned Notification	Sends a notification message to associated parties when an incident status is changed to assigned.
Incident Closure Notification	Sends a notification message to associated parties when an incident status is changed to closed.
Incident Priority1 Notification	Sends a notification message to associated parties when an incident is changed to a priority 1 classification.
Incident Resolved Notification	Sends a notification message to associated parties when an incident status is changed to resolved.
Incident Update Notification	Sends a notification message to associated parties when an incident status is changed to updated.
Left Voice Mail	Adds a left voicemail entry to the record.
MobilePhone - Email Issue	Adds a mobile phone - email issue entry to the record.
New Document Article	Creates a new generic document article for the Knowledge Base.
NewError Message Article	Creates a new error message article for the Knowledge Base.
New Incident Notification	Sends a notification message to associated parties when a new incident is created.
New Issue and Resolution Article	Creates a new issue resolution article for the Knowledge Base.
New Patch Article	Creates a new patch article for the Knowledge Base.
New Q & A Article	Creates a new Q&A article for the Knowledge Base.
New Reference Article	Creates a new reference article for the Knowledge Base.
No dial-tone on my phone	Adds a no dial tone on my phone entry to the record.
PC is very slow	Adds a PC is very slow entry to the record.
Print Incident	Prints the incident record.
Printer - Out of Toner	Adds a printer - out of toner entry to the record.
Printer - Paper Jam	Adds a printer - paper jam entry to the record.
Problem Workaround Notification for Incident Owner	Sends a notification message to associated parties when a problem workaround is recorded for an incident.
Reassign Owner Team	Reassigns the incident to new owner team.
Resolution Threshold Breach	Sends a notification about a resolution threshold breach.
Resolve Incident	Changes the status of the incident to resolved.
Resolve Incident Related to Problem	Changes the status of the incident to resolved and updates the problem record accordingly.
Response Threshold Breach	Sends a notification about a response threshold breach.
Save	Saves the record.
SetTriggerToApplyChanges
Significant
Software Failure	Adds a software failure entry to the record.
Software Request	Adds a software request entry to the record.
Standard
StopClock	Stops the escalation clock.
Update Antivirus Files
Update EndDate value from Release
Update Start Date value from Release
Update Status to Active	Changes the status of the record to active.
Update Status to Implemented
Update Variance Flag
View Workflow
VPN Connection Failure	Adds a VPN connection failure entry to the record.
Voicemail Problem	Adds a voicemail problem entry to the record.

1.Drag and drop buttons from the palette to the toolbar, aligning them to the left or right. When you drop a button onto the toolbar, the application opens a configuration window (except for separators). The application populates the fields with default button parameters, such as commands, text, and images.

2.Double-click the button to open the Toolbar Button Editor, where you can add submenu items.

3.To specify the visibility setting for the button, do the following:

Double-click the button to open the Toolbar Button Editor.

Click the Advanced tab.

Under Hidden Expression, enter an expression that specifies when the button is visible. Enter an expression such as $(if Status == "Logged" then true else false).

Click Save.

4.Drag buttons from the left-aligned area to the right-aligned area as needed.

5.Save your changes.

Adding Toolbar Components Using the Quick Actions Center

You can also add buttons to the toolbar from the Quick Actions Center.

1.Open the Quick Actions Center by following the steps in About the Quick Actions Center.

2.Either create a new quick action or edit an existing quick action.

3.Under the Action Settings tab on the right, check Show as toolbar button.

4.Click Save. The application saves the quick action and adds it to the toolbar.

Removing a Component from the Toolbar

There are two ways to remove a component from the toolbar. Use the method associated with the way that you originally added the component to the toolbar.

If you added the component to the toolbar using the Layout Editor, do the following:

1.Access the Layout Editor by following the steps in Accessing the Toolbar Editor.

2.Drag the toolbar component from the toolbar area into the trash can. The application prompts you to confirm the action.

3.Click Yes. The application removes the component from the toolbar.

4.Click Save to save the layout.

If you added the component to the toolbar using the Quick Actions Center, do the following:

1.Open the Quick Actions Center by following the steps in About the Quick Actions Center.

2.Open the quick action with the toolbar component.

3.Under the Action Settings tab on the right, uncheck Show as toolbar button.

4.Click Save. The application saves the quick action and removes it from the toolbar.