Separators are used only in the Classic desktop theme.
To modify a toolbar, you must access Local Toolbar Management from the Preference/Desktop/Current Toolbar menu.
(In Classic WorkFlows, you can alternatively access Toolbar Management by right-clicking the current toolbar and selecting Local Toolbar Management in the shortcut menu.)
Before modifying a toolbar, see FAQs: Toolbar Management.
If your user access permits, you can also globally modify toolbars for all workstations using the Toolbar Management Wizard. See the wizard topic for more information.
Depending on whether you are using Local Toolbar Management or the Toolbar Management wizard, the following operations may appear in the Toolbar Management window.
| • | Add Group |
| • | Add Separator |
| • | Add Wizard |
| • | Change Description |
| • | Copy |
| • | Function Key Mapping |
| • | Modify |
| • | Paste |
| • | Paste After, Paste Before, and Paste Under |
| • | Remove |
| • | Save As |
To add a wizard group, right-click a toolbar in the Local Toolbar Files (or Customized Toolbar Files) pane, and click Add Group. A window opens where you can define the group wizard attributes, including the group name, display name, balloon help, flyby help, toolbar image, and function key mapping. For more information, see the Toolbar Management: Toolbar Modification Fields topic.
Even though any wizard group can be added to the toolbar, you cannot use a wizard unless your access list permits use or you know the override code defined by the SirsiDynix Symphony administrator. Refer to the User Access policy for more information about defining an access list.
Right-click a toolbar or wizard group in the Local Toolbar Files (or Customized Toolbar Files) pane and click Add Separator to create spaces between wizards and wizard groups on the toolbar. The separator will display as a pipe symbol at the bottom of the list of wizards. A separator cannot be modified, but can be removed by right-clicking the separator and selecting Remove from the shortcut menu. If you have added a separator in a wizard group and want to move it, you will need to remove the separator first, then select the wizard you want the separator to precede (or follow), right-click, and select Paste Before (or Paste After).
Separators are used only in the Classic desktop theme.
To add a new wizard, right-click a toolbar in the Local Toolbar Files (or Customized Toolbar Files) pane, and click Add Wizard. A window opens where you can define the wizard attributes, including the aliased wizard name, display name, balloon help, flyby help, toolbar image, and function key mapping. For more information, see the Toolbar Management: Toolbar Modification Fields topic.
Select a wizard from the list in the Wizard text box, and the other field values automatically fill in.
Even though any wizard can be added to the toolbar, you cannot use a wizard unless your access list permits use or you know the override code defined by the SirsiDynix Symphony administrator. Refer to the User Access policy for more information about defining an access list.
To modify a toolbar description, right-click a toolbar in the Local Toolbar Files (or Customized Toolbar Files) pane, and click Change Description. Type a new description in the Enter Description box, then click OK.
To copy a toolbar, right-click the toolbar in the Toolbar Management window. A shortcut menu opens, and depending on which pane you are copying from one of these options will appear: Copy to Local or Copy to Customized. Select an option, and the toolbar will appear in the Local or Customized pane.
If you attempt to copy a toolbar file that already exists in the Customized or Local pane, WorkFlows will display a message indicating that the toolbar already exists, and ask whether or not you want to replace the existing toolbar file. Click Yes or No.
To copy a wizard group or wizard to another toolbar in the Toolbar Management window, right-click the wizard group or wizard to be copied and click Copy. The wizard group or wizard is now on the clip board. Right-click on the toolbar or wizard group to copy to and select Paste from the shortcut menu.
To map function keys to wizards, right-click a toolbar in the Local Toolbar Files (or Customized Toolbar Files) pane, and click Function Key Mapping. Use the Function Key Mapping template as follows.
| • | To map the basic function key, clear the Shift and Alt check boxes. In a function key box, such as the F2 box, select a wizard from the list. Only previously unmapped wizards will appear in the list. The lists are refreshed as new function key assignments are made. |
| • | To map a function key plus SHIFT key combination, select the Shift check box, and in a function key box, select a wizard from the list. |
| • | To map a function key plus ALT key combination, select the Alt check box, and in a function key box, select a wizard from the list. |
| • | To map a function key plus SHIFT and ALT key combination, select the Shift and Alt check boxes, and in a function key box, select a wizard from the list. |
After making selections for function key mappings, click OK to save your changes.
For a listing of the default wizard keyboard shortcuts, see Toolbar Wizard Keyboard Shortcuts.
When mapping function keys, it is important to consider the following:
| • | The following function keys and key sequences cannot be mapped: F1 (Help button), F6, F8, F10, SHIFT+F10, and ALT+F4. These function keys/sequences are reserved for Windows functions. |
| • | To use a mapped function key, press the function key alone or while simultaneously pressing the SHIFT or ALT to begin a wizard. |
| • | The Function key mapping template is also available from a right-click on the current toolbar (WorkFlows Classic only). |
| • | When you open the Function Key Mapping template from the Preferences menu, if there are conflicting mappings, a conflict message displays. You can choose to correct the key mapping or not. |
To modify a wizard group, point to the wizard group on the toolbar in the Local Toolbar Files (or Customized Toolbar Files) pane, right-click, and select Modify. A window opens where you can modify the group wizard attributes, including the group name, display name, balloon help, flyby help, toolbar image, and function key mapping. For more information, see the Toolbar Management: Toolbar Modification Fields topic.
To modify a wizard, point to the wizard on the toolbar in the Local Toolbar Files (or Customized Toolbar Files) pane, right-click, and select Modify. A window opens where you can modify the wizard attributes, including the aliased wizard name, display name, balloon help, flyby help, toolbar image, and function key mapping. For more information, see the Toolbar Management: Toolbar Modification Fields topic.
After copying a wizard group or wizard to the clip-board, point to where you want the wizard group or wizard copied to, right-click, then select Paste. If the wizard group or wizard already exists on the toolbar, you are not permitted to paste a duplicate copy.
If you attempt to paste a wizard to a toolbar that has a conflicting function key mapping assignment, the Function Key Mapping template will open and display a mapping conflict message. You can choose to correct the key mapping or not. In either case, the wizard will be saved to the toolbar.
Paste After, Paste Before, and Paste Under
To move a wizard group or wizard, point to the wizard on the toolbar in the Local Toolbar Files (or Customized Toolbar Files) pane, right-click, then select Remove in the shortcut menu. Move the cursor to where you want the wizard to be pasted, right-click, then select Paste After, Paste Before, or Paste Under. Paste Under is for wizard groups only, and can paste the group under another group node if desired.
If you attempt to paste after (before or under) a wizard to a toolbar that has a conflicting function key mapping assignment, the Function Key Mapping template will open and display a mapping conflict message. You can choose to correct the key mapping or not. In either case, the wizard will be saved to the toolbar.
To remove a toolbar, wizard group, or wizard, point to the toolbar (wizard group or wizard) in the Local Toolbar Files (or Customized Toolbar Files) pane, right-click, then select Remove. You cannot remove toolbars, wizard groups, or wizards from the Delivery Toolbar Files pane.
If you try to remove a toolbar that is presently being used as the current toolbar, the client will display a warning message, and the toolbar file will not be removed.
To save a toolbar to another directory, or with another name, point to the toolbar in the Local Toolbar Files (or Customized Toolbar Files) pane, right-click, then select Save As. The Toolbar Management: Select File window opens where you can select a directory and new file name, then click Save. Clicking Cancel exits the window without saving your changes.
Related topics
Desktop: Changing the Current Toolbar
Toolbar Management: Toolbar Modification Fields
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