# Customise Toolbar

The Toolbar Customisation form allows default toolbars to be created for either users or user groups. The toolbar appears on the Accentis client main screen and can contain a number of customised buttons that activate certain forms, searches or reports.

If toolbars have been modified with the toolbar customiser, then when the form is closed you will be prompted as to whether or not you would like to update the environment of all current users. Clicking Yes will cause the toolbars for all users currently logged into the relevant database to be refreshed, meaning all changes will be automatically reflected in their toolbars.

Features

- Toolbars can be customised for individual users as well as user groups
- A default toolbar can be defined that covers all other users
- A toolbar button for any function, search or report can be defined
- Toolbar button appearances can be customised
- Toolbar buttons can be resized and repositioned anywhere on the main form and this configuration retained

Customise toolbar form

Module: System

Category: Toolbar customisation

Activation: Main > User > Customise toolbar

Form style: Multiple instance, SODA

Special actions available for users with Administrator permissions:

- Switch view of List of Users / Groups between Users & Groups / Users (where non-admin users can only view and edit individual users).

Database rules:

- None

Field definitions

List of Users / Groups

Reference: list, read-only

This list displays either all available users or user groups currently defined, based on the user/group option selected below the list

As well as the defined users and / or groups that appear in this list, a separate entry appears at the top of the list called * DEFAULT USER *. This item represents the toolbar that will be displayed for all users who do not otherwise have a toolbar defined for them or for their group.

When you are ready to modify a record, ensure that you have selected it in the list before clicking on the Edit or Delete button.

It should be noted that toolbars are not cumulative. That is, if a user has a toolbar defined for them then that toolbar will be used. Otherwise, if there is a toolbar defined for the user’s group, then this toolbar will be used. Otherwise, the toolbar defined for the default user will be used, if it exists.

Users & Groups / Users

Reference: Yes/no

This set of options effects what is displayed in the user / group list above it. When the Users option is selected, a single level list is displayed showing all available users. When the Users & groups option is selected the list displays a two-level list. The first level shows all user groups available while the second level shows all users available, as part of their appropriate user groups.

Regardless of which option is selected, the * DEFAULT USER * entry always appears at the top of the list.

List of Functions / Reports

Reference: list, read-only

This list shows a two level representation of either the functions and function groups or Reports and Searches available in Accentis. As items in the list are clicked, the Add button will become either enabled or disabled depending on whether the selected item can be added to the toolbar. Once an item has been added to the selected items list, it appears in the list in red.

Double clicking a item in the list has the same effect as selecting the item and clicking the Add button.

Functions / Reports

Reference: Yes/no

This set of options effects what is displayed in the Functions / Reports list above it. When the Functions option is selected, a two-level list of functions appears. The first level shows all function groups available while the second level shows all individual functions, as part of their appropriate function groups. When the Reports option is selected, a list of all available Reports and Searches appears, grouped by their Function group and category.

Add

Reference: button

Clicking this button will add the selected function or report into the selected items list.

Remove

Reference: button

Clicking this button will remove the selected function or report from the selected items list.

Selected items

Reference: list, read-only

This list shows all functions which will be included on the current toolbar. The list has three columns as follows:

- Category: This is the category for the item. The category can be a Function, Search, Report or Background
- Name: This is the name that will appear on the toolbar button
- FKey: The assigned function hot key

Background

Reference: button

This button adds a Background item to the Selected items list. The background items do not have a function assigned but can be customised as you would with any other toolbar button. They can then be resized to act as a tab background, or multiple background items can be added to the same tab to act as the backgrounds of button groupings.

Modify selected

Reference: button

This button launches the Toolbar customisation window for the highlighted item in the Selected items list.

For more information regarding the Toolbar customisation window, please see To change the properties of a button on your toolbar.