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:
a. | Double-click the button to open the Toolbar Button Editor. |
b. | Click the Advanced tab. |
c. | 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). |
d. | 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.