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 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 double click the button to open the toolbar button editor, where you can add submenu items 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 drag buttons from the left aligned area to the right aligned area as needed save your changes adding toolbar components using the quick actions center you can also add buttons to the toolbar from the quick actions center open the quick actions center by following the steps in using quick actions docid\ qc7s yrfjjgp1ybk v 1s either create a new quick action or edit an existing quick action under the action settings tab on the right, check show as toolbar button 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 access the layout editor by following the steps in accessing the toolbar editor docid\ yhznza2q yf4wjcs3kmdn drag the toolbar component from the toolbar area into the trash can the application prompts you to confirm the action click yes the application removes the component from the toolbar click save to save the layout if you added the component to the toolbar using the quick actions center, do the following open the quick actions center by following the steps in using quick actions docid\ qc7s yrfjjgp1ybk v 1s open the quick action with the toolbar component under the action settings tab on the right, uncheck show as toolbar button click save the application saves the quick action and removes it from the toolbar