Customizing Toolbars and Favorites

Many system windows feature customizable toolbars, to which you add, delete, or customize as shortcuts to functions you perform frequently. The location these options display depends on your Solar Theme. For users running Total Solar Eclipse, these toolbars display in the My Favorites menu. For users running Partial Solar Eclipse and Classic Solar Eclipse, these options display as buttons in the toolbar above the workspace.

These shortcuts can be useful to help you quickly access common windows or complete common tasks. Each window offers different buttons that you can add to the customized toolbar for that window, depending on the activities that normally take place there.

You can restore the system defaults for any window toolbar at any time. You must have the SOLAR.EDIT.TOOLBAR authorization key to work with customized toolbars.

There is a default user toolbar, ECLIPSE_DFLT, for each window that we recommend using as your starting point, especially if you are new to Solar Eclipse. Save a copy of the ECLIPSE_DFLT template prior to making any changes.

Note: Toggle switches, such as Highlight Items on Different Generations, should not be added to custom toolbars. These toggle switches are not designed to work on a custom toolbars.

To customize a toolbar:

  1. From the main menu bar, select a menu option to open any window for which you want to create a customized toolbar.

  2. From the UserTools menu, select Customize Favorites to display the Toolbar Customization window. The system displays the buttons you can customize for that window in the left pane.

Note: If no template has been assigned, the system displays the default user template. If a template is assigned, a message displays indicating the name of the assigned template.

  1. From the list of buttons in the left pane, select the button you want to add to your toolbar and double-click it or click Add. The system adds the button to the right pane, where you can change the attributes for it.

  2. To remove a button from your customized toolbar, in the right pane, select the button you want to remove and click Remove.

  3. Use the information in the following table to edit the details of each attribute:

Button Attribute

Description

How You Change It

Display String

The text that displays on the button.

In the Display String column, select the button you want to edit the text for. You can change it in any of the following ways:

  • You can edit the text to relate to your business.

  • You can delete the text if you want to use an image instead.

  • You can edit the text and add an image.

Note: You can add up to 15 characters to this attribute.

Mnemonic

Part of a keyboard shortcut that is a quick way to perform a task.

In the Mnemonic column, select the button you want create a mnemonic for and select a number, 0 through 9,  from the list.

To use the mnemonic and perform the task, press Alt and then the number. For example, you might add the mnemonic number 1 to the Exit button, and then to exit the window, you would press Alt-1.

Note: A window can only contain 10 mnemonic buttons, and you cannot assign the same mnemonic shortcut to more than one button.

Display Image

The image that displays on the button.

In the Display Image column, select the button you want to add an image to and choose an image from the list.

When you assign an image to a button, you can choose from the list of standard images, or you can import your own image.

To import your own image, select File >Import Image. When prompted, locate the image you want, select it, and click Import. The system adds this image to the Display Image selection list.

Menu Item

The window the button opens or the task it performs.

This is a view-only attribute.

  1. Repeat steps 3 and 5 for each button you want to add to your customized toolbar.

  2. Use the Move Up or Move Down buttons to arrange your buttons on the toolbar depending on how often you are using them. You can add an image for your button, if needed.

  1. When you are finished customizing your toolbar, from the File menu, select Exit.

  2. At the Toolbar Template Exit prompt, click one of the following:

  3. Yes - Saves the changes to the toolbar, closes the Toolbar Customization window, and returns you to the previous window.
  1. Assign the template to a user, user group, or message group.

More Options on the Toolbar Customization Window

The Toolbar Customization window also offers these options:

To...

Select this option...

return the attributes of any buttons you have added to your customized toolbar to their original system default.

File > Restore Defaults

add an image to a button you want to use frequently.

Note: Images must be in a .png, .jpg, or .gif format.

For help deleting images from your SOLAR.UPLOADED.IMAGES file, contact Eclipse Support.

File > Import Image

edit an existing template

Template > Edit Template

edit users you have assigned to a template

Template > Edit User

remove all of the buttons you have added to your customized toolbar.

Template > Default User Settings

copy a template to create a newer, similar one

Template > Copy

delete a template

Template > Delete

to assign a template to a user

Template > Assign To

See Also:

Working with Templates