Adding Toolbar Components

Within 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.
Go to	Goes to a particular record.
Link	Links this record to another business object.
List View	Displays the list view for this business object.
New Record	Creates a new blank record.
New Record Menu	Creates a new blank record menu.
New Record Templates	Creates a new record using a template.
Next Record	Opens the next record in the list.
Open in Parent	Opens a parent object in a new tab, locates the child panel corresponding to the source object, and if the tab contains a grid, selects the record in the grid.
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.
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 CI computer instruction to the record.
Add CI Printer	Adds a CI 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 repository.
NewError Message Article	Creates a new error message article for the knowledge repository.
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 repository.
New Patch Article	Creates a new patch article for the knowledge repository.
New Q & A Article	Creates a new Q&A article for the knowledge repository.
New Reference Article	Creates a new reference article for the knowledge repository.
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.
Software Failure	Adds a software failure entry to the record.
Software Request	Adds a software request entry to the record.
StopClock	Stops the escalation clock.
Update Status to Active	Changes the status of the record to active.
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 system opens a configuration window (except for separators). The system populates the fields with default button parameters, such as commands, text, and images. You also can double-click the button to open the editing window, where you can add submenu items and even advanced expressions for hiding and disabling the buttons.

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

To delete a button, drag it from the toolbar area into the trash can. The system prompts you to confirm the action.

Save your changes.