You can define the information that displays when staff
members hover over or click the Info button.
The Info button is added to the ribbon in the same manner as other ribbon buttons. However,
the Info button has unique functionality. You can edit this button to add information about the
record being edited on the workspace or script. When staff members hover over the button or click
it, they can view the information you want to display.Tip: To reduce clutter on your
workspace, consider configuring the Info ribbon button to show fields that are always read only,
such as the Date Created and Date Updated fields on an incident.
- Click Info, either on the ribbon
preview or on the bottom of the designer. See Customize the Ribbon for the procedure
to add buttons to the ribbon.
- Click Edit Button.
The Info Item Editor opens.
- Click the Button Size drop-down
menu to select the size of the Info button.
- Click the Button Style drop-down
menu to select whether to display the button with an icon and text
or only an icon.
- Expand the field tree in the Available Info Fields column
and select the fields you want to add to the Info button.
- Click the right arrow, located between the Available Info
Fields and Selected Info Fields columns, to place the fields in the
Selected Info Fields column.
Fields are displayed on the Info button in the order they
are added.
- To remove fields from the Info button, select the fields
in the Selected Info Fields column and click the left arrow, located
between the Available Info Fields and Selected Info Fields columns,
to remove the fields.
- Click OK.