Understanding the Configurable Toolbar

History, Time Zone, and Title Area

The History and time zone drop-down list boxes, along with the page title, are presented at the top of the content area. Like the other tool bar elements, they are not required. This area can include the following elements:

• Time zone controls

  This includes current date and time information and a time zone selection field to display the date and time in various time zones.

• History controls

  This contains a list of previously viewed pages (from external components only), so that you can revisit them if necessary. To support the history control and be able to add the current transaction to the navigation history prior to performing a component transfer, specific code must exist on the previous component.

• Page title

  The page title, if enabled, is shown left-aligned on top of the toolbar buttons. If either the History or time zone field is enabled for the toolbar definition, it appears right-aligned on the same level as the page title. If both are enabled, the time zone field appears at the same level as the page title and beneath the History field.

Button Bar

The button bar is similar to a browser's toolbar. It can include the following elements:

• PeopleTools actions

  This includes buttons such as Save, Refresh, Add, Next in List, Previous in List, Return to Search, and Update/Display, which map to the corresponding buttons (which are available at the bottom of a page) that are defined in PeopleTools.

• Custom actions

  This includes buttons that perform application-specific actions, such as cloning a case. Often, clicking a custom button displays a page on which you complete the action.

• The Personalize action

  This enables users to reconfigure the buttons on the button bar.

You can choose which toolbar elements to display and, for PeopleTools and custom actions, you can define their appearance sequence. There are two kinds of toolbar buttons: primary and secondary. Primary toolbar buttons are orange-colored, rectangular buttons with text label on them. They always appear on the left of the toolbar, and cannot be hidden through user personalizations. Secondary toolbar buttons, on the other hand, can be configured to show only the button icon, the text label, or both. End users can hide secondary toolbar buttons through personalizations, if the buttons are configured to support this functionality in the toolbar definition.

Also, you can modify the delivered toolbar buttons' definitions, or you can create new toolbar buttons using application classes.

See Toolbar Definition - Description Page, Toolbar Definition - Buttons Page.

Component-Specific Data

Under the button bar, the toolbar displays summary information about the object that you are viewing. For example, the Case toolbar shows summary information about the current case. PeopleCode in the underlying component makes this information available.

When you configure a toolbar, you choose which and how summary data appear.

Toolbar Footer

If a page is too long to be displayed in a single browser window and you need to scroll to see the entire page, you can add a toolbar footer so that toolbar buttons are also available when users are at the bottom of the page. The toolbar footer is the same as the toolbar button area at the top of the page. One exception is that the footer has the Top of Page link instead of a Personalize link as you see in the header. When you click the right or left arrow for more buttons in either direction, the other toolbar shifts at the same time.

If you use display templates to render component pages, you can initialize the toolbar from the display template by referencing the toolbar definition ID in it (optional).

Subtabs

If you plan to use subtabs in pages, which are rendered by the toolbar framework, you need to define them in display templates. Subtabs are used to control the visibility of group boxes at the page level. For example, you can define subtabs in the Order component in such a way that a user who is completing an order form can jump easily from the billing section on the entry page to the interaction history section on the history page by selecting the section name from the Go To drop-down list box.

Subtabs that appear on CDM pages are not set up using the display template framework.

See Understanding Display Templates.