Concepts

Tasks

Reference

Customizing Toolbars

You can customize the toolbar that appears below the menus and above the banner for any class. Note that you cannot create a standard toolbar that replaces the toolbars throughout APM at this time. A custom toolbar appears only on primary windows for the class where you created it.

If you are creating toolbars for a custom class that was created from scratch, or if you are editing toolbars for a custom class that is based on an APM class, you can edit the toolbars from the base class. In order to do this, you will copy (reinherit) the toolbars from the base APM class and then add or remove buttons.

Some toolbar items are standard in Windows-based applications. You can create more than one toolbar for each class; each toolbar can be displayed or moved separately.

You can perform three functions to create your custom toolbar:

•	Draw a separator

•	Add a button that invokes a method

•	Add a button that displays a view (the view can be a primary window or a dialog)

You determine the order of all of these elements, so you can use the gray separator lines to group your toolbar buttons. Each method and view has an icon associated with it, so the toolbar will appear as a row of buttons.

You can create toolbar buttons that invoke a method, choosing from a list that includes all methods on all classes in APM. Note that not all methods will work from all views. Most of the time you will want to choose a common method or a method from the base copy of the class you are customizing. In addition, you can create toolbar buttons to display a dialog you have created for the class you are customizing.

The main steps in customizing toolbars are:

•	Re-inherit Toolbars for the Custom Class

•	Edit the Toolbars

•	Test the Toolbar

To Create a Custom Toolbar

1.	From the Site window, click on the tool bar. The Enterprise window appears.

2.	Select the Customization Center view.

3.	Click Lock System for Customization.

Re-inherit Toolbars for the Custom Class

4.	Open the custom class. The Class window appears.

5.	Make sure that editing is enabled.

6.	From the Class menu, select Re-inherit User Interface. The Reinherit Options dialog appears.

7.	Select the Toolbar option and then click OK.

8.	To refresh the toolbars, check in the class and then check it out again (select Class, and then Allow Editing twice).

Edit the Toolbars

9.	Select the Properties view, Menus and Toolbars tab.

10.	Double-click the toolbar that you want to edit. The Toolbar dialog appears. This dialog lists all of the buttons and separators that are on the toolbar.

11.	To edit any button, double-click it.

To add a button click New.

The Toolbar Button dialog appears.

12.	Enter the appropriate settings for the button:

Setting Name

Description

Button type

The type of element to add to the toolbar: • Separator: adds a separator line to the toolbar • Method: adds a button that runs a method. When you select this option, you can select from any method available in the system. • Dialog: adds a button that opens a dialog. When you select this option, you can select any dialog that belongs to the class that owns the toolbar. For example, if the toolbar is on a site view, you can select any dialog owned by the Site class.

Sequence number

The sequence number determines the order in which the buttons appear on the toolbar.

Include tooltip text

Select this option to have the system display the tooltip text for the method when a user hovers their mouse over the button.

13.	Continue creating toolbar elements until you are happy with the toolbar.

14.	When you are finished, click OK.

Test the Toolbar

You can now check the toolbar to see if it works correctly.

15.	Open a site and then open an instance of the object that you were working on.

16.	The toolbar should now appear on the window. You can try out the buttons to make sure that they do what you want.