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 Using Actions.

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 Using Actions.

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.