Tool Bar Tab of the Form Property Editor

Use this tab to customize the tool bar in the form's header area.

Tip: To remove the entire toolbar, clear all of the check boxes in the following table.

Control	Description
Options	Select or clear check boxes as needed to show or hide: Show item identifier The item ID, title, and transition name (transition forms only). Show project item identifier The project and singular item name. Show button bar The standard transition button bar at the top of the form. You might want to clear this check box if you added custom transition controls and want to limit the available transitions to those associated with those controls. CAUTION: If you clear this check box on transition forms, and do not map the OK and Cancel buttons to other controls on the form, you will get a validation error for each button, because the user will be unable to submit a form or cancel a transition before submitting a form. Show action bar The Actions drop-down list that contains the selected standard options, the icons for the selected optional actions, and the selected report navigation actions (described below). Show viewport (State forms only.) The Details/Social toggle. Show transition sequence indicator (State forms only.) The icon that when hovered over, displays the last transition that you executed for any item. Remove transition buttons matching custom transition controls (State forms only.) Standard transition buttons in the button bar for those transitions that have custom transition controls.
Standard Actions	The selected standard actions will be items in the Actions drop-down list in the action bar. Select or clear check boxes as needed. The following is a brief description of what each action allows a user to do. Add Note: Add a note to a primary or auxiliary item. Add URL: Add a URL to an external Web site or to a page within SBM. Add File: Add a file attachment to a primary or auxiliary item. Add Item Link: Create a link between items. Add Item Notification: Subscribe to an e-mail notification pertaining to a primary or auxiliary item. (State forms and submit forms only) Add to Folder: Create a link to the item in a specified folder. Add File Association: Add a version control file association to a primary item. Link Subtasks: Establish a principal/subtask relationship among existing primary items. Link to Principal: Links a subtask item to a principal item. Unlink Principal: Breaks a principal/subtask relationship by removing the link between a subtask item from its principal task. Tip: To show or hide all of these actions, select or clear the Standard Actions check box. Note: All of these actions are available for mapping to a button, image, or hyperlink control, even if the check boxes for them are cleared or if the Show action bar check box is cleared. For more information, see Behavior Tab of the Control Property Editor.
Optional Actions	Icons for the selected actions will be displayed in the action bar. Select or clear check boxes as needed. The following is a brief description of what each action allows a user to do. (State forms only) Reload Item: Reload any item that might be waiting for an update from an orchestration workflow or Web service. (State forms only) Display Printable View: Open a printer friendly view of the form in another window. Click to Send E-mail: Send an e-mail message about the item. Manage External Users: Enables SBM users to update external user details on items that are created by anonymous e-mail submit. Note that this option only appears for users with the External Communication privilege. (State forms and submit forms only) Copy URL to Clipboard: Copy the URL for the item details to the Windows Clipboard. Get Help for this Application: Show the visual workflow that the current primary item follows, and show information about the workflow and the design elements it contains, such as transitions and states. See Providing Custom End-user Help for more information. Get Help for this Form: Show information about the form and the design elements it contains, such as fields. See Providing Custom End-user Help for more information. Tip: To show or hide all of these actions, select or clear the Optional Actions check box. Note: All of these actions are available for mapping to a button, image, or hyperlink control, even if the check boxes for them are cleared or if the Show action bar check box is cleared. For more information, see Behavior Tab of the Control Property Editor.
Report Actions (State forms only)	Links for the selected actions for items in report or search results will be displayed above the button bar. Select or clear check boxes as needed. The following is a brief description of what each action allows a user to do. Back to Results: Return to the report or search results. First Item: Go to the first item in the report or search results. Previous Item: Go to the previous item in the report or search results. Next Item: Go to the next item in the report or search results. Last Item: Go to the last item in the report or search results. Tip: To show or hide all of these actions, select or clear the Report Actions check box. Note: All of these actions are available for mapping to a button, image, or hyperlink control, even if the check boxes for them are cleared or if the Show action bar check box is cleared. For more information, see Behavior Tab of the Control Property Editor.
Submit Text (Transition forms only)	By default, the user clicks OK to submit a form. Type something else in this box if you want to change the label on the button.
Cancel Text (Transition forms only)	By default, the user clicks Cancel to cancel a transition before a form is submitted. Type something else in this box if you want to change the label on the button.

Note: Some actions (for example, Add Item Notification, Link Principal, Unlink Principal, Click to Send E-mail) are not available for Submit transition forms. These actions will not appear in the Actions drop-down list on Submit transition forms, even if they are selected on this tab.

Tool Bar Tab of the Form Property Editor

Related Topics