Toolbars

Usage

A toolbar is a row of data action buttons and input widgets.
Toolbar in list view.

Use toolbars to:

  • Provide easy access to common tasks within BillingCenter, ClaimCenter, or PolicyCenter.
    New Activity screen with Update, Cancel, and Link Document buttons.
  • Apply an action to multiple objects within a table (list view).
    List view with check boxes in each row to select that row, and buttons in the toolbar to act on the selection.
  • Guide users through a wizard.
    Wizard with toolbar with Next button.

PCF elements

Primary function

Toolbar
  • Toolbar
  • Toolbar Divider
Toolbar Buttons
  • Add Button
  • Checked Values Toolbar Button
  • Edit Buttons
  • Iterator Buttons
  • Picker Toolbar Button
  • Remove Button
  • Toolbar Button
  • Toolbar Button Set
  • Toolbar Button Set Ref
  • Tree Buttons
  • Wizard Button
Toolbar Inputs
  • Toolbar Filter
  • Toolbar Input
  • Toolbar Range

Secondary function

No elements use this widget as a secondary function.

Best Practices

Context

If a toolbar is placed directly on the screen, and allowTitlePlacement is set to true (the default), then the toolbar will be pulled up into the page title bar.
Toolbar next to page title.

Make it clear what the toolbar affects.

  • This toolbar applies to the entire page.
    Toolbar next to page title.
  • This toolbar applies to a specific section.
    Toolbar under page title.
  • This toolbar applies only to the table.
    Toolbar at top of list view.

Grouping

Use dividers to separate buttons and other widgets into distinct groups. In the following screen shot, the dividers group Update and Cancel and separate the Use Template and Link Document buttons.


Toolbar with dividers between button groups.

Sequence

For toolbars with multiple buttons, place the most frequently used buttons to the left. For example, place Update before Cancel.


Toolbar with Update button to the left of Cancel button.

Purpose

Clearly convey the purpose of each toolbar element with a descriptive label such as Change Active Status or Create New Contact.