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Function documentationToolbar Customizations Locate this document in the navigation structure

 

A toolbar customization is a change to one of the following items:

  • System navigation toolbar

  • Document toolbar or one of its buttons or menus

  • Document tab

  • Document button, such as the Add button on a collection list

When you customize a toolbar, you can fully or partially hide it or change its text.

This section describes how to create toolbar customizations.

Features

Field Help for Toolbar Customization Summary

Function

Description

Inactive

Check this box to indicate that this toolbar customization is inactive and unavailable for use.

Name

Enter a name for the toolbar customization.

Description

Enter a description for the toolbar customization.

Customization Type

Select one of the following customization types:

  • Global and Navigation

    Select this option to apply the customization globally to all instances of this toolbar.

  • Business Object

    Select this option to apply the customization just to a particular type of sourcing document, such as all RFxs, or other object, such as packaged line items. Selecting this option displays the Target Class ID field in which to select the business object type.

Target Class ID

Select the type of business object for which to apply this customization. This field only appears if Business Object is selected as the Customization Type.

Target Toolbar ID

Enter the path to the toolbar action to customize. This path should be copied and pasted from the External ID and the Action ID fields of the appropriate system toolbars. For details, see Creating a Toolbar Customization.

Overrides

Choose Add to indicate the customization type. Select one of the following:

  • Hidden

    Select this option to hide or display the toolbar. Select Yes to hide the toolbar, or select No to display a toolbar that is currently hidden.

  • Display Name

    Select this option to change the text of the toolbar. Choose Lookup to select the new text to use from the list of localized resources or to create a new resource to use for the toolbar text.