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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2017, Rev. A
E52425-01
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List and Form Toolbar

A toolbar appears on lists and forms. Table 3-6 describes the typical icons that appear on the toolbar. Your application might contain additional icons or other elements on each list or form toolbar.

Table 3-6 List and Form Toolbar

Button Button Name Description

Cogwheel button.


Screen Menu

Click Menu (the cogwheel icon) to access a menu of options that apply to the active form, list, explorer view, or selected record in a list. Using the options in the menu, you can perform actions such as copying, deleting, and advanced sorting.

Add new record button.


New or Add

Click New or Add (the plus (+) icon) to create a new record or add an existing record.

In a list, clicking New inserts a new row at the start of the list so you can create a record. In a form, clicking New displays a form with empty fields that you can fill in to create a record.

Clicking Add opens a list from where you make further selections.

Add existing record button.


New

Click New (the double plus (++) icon) to create a new record.

In a list, clicking New inserts a new row at the start of the list so you can create a record. In a form, clicking New displays a form with empty fields that you can fill in to create a record.

Surrounding text describes save.png.


Save

Click Save (the arrow-pointing-to-a-box icon) to save the selected record.

Undo button.


Cancel

Click Cancel (the arrow-pointing-up-and-back icon) to cancel modifications to the selected record.

Delete button.


Delete

Click Delete (the trash can icon) to delete the selected record.

Query button.


Query

Click Query (the magnifying glass icon) to start a query in a form or list so that you can specify query criteria. For more information about querying, see "Information Query".