Configuring the General Toolbar

Learn how to define buttons in general toolbar.

To define the buttons in the general toolbar (see General Toolbar in the User Manual):

1. Select Extras > Define Desktop from the menu.
2. Load the desktop format you wish to configure.
3. Click on General Toolbar under Global Settings.

   

4. Define the desired buttons:
   • Click (New) under New - Templates to define a button used to add new records, see New - Template.
   • Click (Edit) under Search list to define a button used to search in specific levels, see Search.
   • Use the Print check box under Active Entries to determine whether the (Print) button is displayed in the general toolbar, see Printing in the User Manual.
   • Click (New) under Program Calls to define a new program call button, see Program Calls.

   Drag entries in the New - Templates and Program Call lists to change their order.

5. Enable the corresponding Use Default check box under New - Templates to determine which template is accessed if a user clicks on the New button in the general toolbar directly (as opposed to selecting an entry from the list).

   

6. Enable and disable entries in the Active Entries pane to disable certain buttons without needing to remove them from the desktop format.
7. Use the Active check box under Program Calls to enable or disable individual entries.
8. Click on OK.
9. Save the desktop format.

The defined buttons are available in all levels.