Use the templates functionality to set up customized toolbars for multiple users. Customized toolbars are useful when you have different users in your company who access the same functions frequently. For example, if you have account representatives in different buildings, you can set up the same customized toolbar for all of your representatives at the same time.
Templates are different from customized toolbars in that a customized toolbar is based on user preferences. Templates are customized toolbars that you can assign to multiple users.
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.
When you work with templates, the Toolbar Customization title bar at the top of the window displays the name of the template that you are working with. The status bar at the bottom left of the window also displays the name of the template that you are working with.
If you are not currently editing a template, the Edit Template menu option is the only option available from the Template menu.
Note: User settings override template settings.
This topic contains procedures for the following tasks:
From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window.
From the Template menu, select Edit Template to display the Toolbar Template window.
In the Template Name column, click **CREATE NEW TEMPLATE**.
At the Enter New Template ID prompt, type the name of the template you are creating and click OK.
Note: The Toolbar Customization window's title bar now displays the name of the template that you are creating, for example, Template - Accounts Payable. The status bar at the bottom left of the window also displays the name of the template that you are creating, in red type, for example, Template - Accounts Payable.
Use the Customizing Toolbars procedure to create your template.
From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window.
From the Template menu, select Edit Template to display the Toolbar Template window.
The Template Name column contains the names of the templates you have created, if there are any.
Note: If the check box in the Configured column is selected, it indicates that this template's attributed have been created.
Click the name of the template you want to edit.
Note: The Toolbar Customization window's title bar now displays the name of the template that you are creating, for example, Template - Accounts Payable. The status bar at the bottom left of the window also displays the name of the template that you are creating, in red type.
Use the Customizing Toolbars procedure to create your template.
If you are customizing ECLIPSE_DFLT, save a copy of the template prior to making any changes. If you customize ECLIPSE_DFLT directly, your changes will be overwritten the next time you upgrade.
To edit your customized toolbar:
From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window.
From the Template menu, select Edit Template to display the Toolbar Template Window, and select the template.
From the Template menu, select Edit User.
The system displays your personal, customized toolbar.
Use the Customizing Toolbars procedure to edit your user template.
From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window.
Note: The Toolbar Customization window's title bar now displays the name of the template that you are creating, for example, Template - Accounts Payable. The status bar at the bottom left of the window also displays the name of the template that you are creating, in red type.
From the Template menu, select Delete User Settings.
At the prompt, click Yes.
The system returns to the default user settings.
From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window.
From the Template menu, select Edit Template to display the Toolbar Template.
At the prompt, enter the name of the template you want to copy of and click OK.
The Template Name column contains the names of the templates you have created, if there are any.
Click the name of the template you want to copy.
Note: The Toolbar Customization window's title bar now displays the name of the template that you are creating, for example, Template - Accounts Payable. The status bar at the bottom left of the window also displays the name of the template that you are creating, in red type.
From the Template menu, select Copy.
At the Enter the template name to copy to prompt, enter the name of the new template that you are creating and click OK.
Notes: The
Toolbar Customization window's title bar now displays the name of the
template that you are creating, for example, Template - Accounts Payable.
The status bar at the bottom left of the window also displays the name
of the template that you are creating, in red type.
You
can copy the template to create a new template, or you can override an
existing template. If you override an existing template, the system prompts
you to confirm the override. Once you copy a template, you are editing
the template that was copied to.
From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window.
From the Template menu, select Edit Template to display the Toolbar Template window.
The Template Name column contains the names of the templates you have created, if there are any.
Click the name of the template you want to delete.
Note: The Toolbar Customization window's title bar now displays the name of the template that you are creating, for example, Template - Accounts Payable. The status bar at the bottom left of the window also displays the name of the template that you are creating, in red type.
From the Template menu, select Delete and confirm the deletion,
The system deletes the template from the system, and returns your customized toolbar to its local settings.
The system returns you to the window from which you first accessed the Customized Toolbar functionality.
To assign a template to a user:
From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window.
From the Template menu, select Edit Template to display the Toolbar Template.
The Template Name column contains the names of the templates you have created, if there are any.
Select the template to which you want to assign a user.
Note: The Toolbar Customization window's title bar now displays the name of the template that you are creating, for example, Template - Accounts Payable. The status bar at the bottom left of the window also displays the name of the template that you are creating, in red type.
From the Template menu, select Assign To to display the Toolbar Customization - Assign Template window.
In the User column, do one of the following to assign a template to a user:
Enter the name of the user to whom you want to assign the template.
Click the select button to display all users and select from the list.
Note: You can assign a template to a single user, a group of users, a message group, or all users. The user or group you want to assign a template to must have a user record in the system.
The Root Menu column displays the path that the system uses to access the user. This is a view-only column.
Click OK to display the Toolbar customization window.
The system returns you to the window from which you first accessed the Customized Toolbar functionality.
Important: Users must log out and back in to the system to see any new toolbars or changes to existing toolbars.
See Also: