CSM Desktop Client Toolbar

Use the CSM Desktop Client toolbar to quickly access common CSM operations. The toolbar is made up of several smaller toolbars:

Main toolbar: Displays buttons for performing common CSM operations.
Navigation toolbar: Displays buttons for navigating between records (ex: Incident, Problem, etc.).
Action toolbars: Display buttons specific to the type of record displayed in the Main Pane (ex: The Incident toolbar displays when an Incident is active). These toolbars are created as part of the Business Object definition in CSM Administrator.
User toolbars: Display personal toolbars that Users create.
Arrangement/Relationship toolbars: Display buttons for working with Form Arrangement records (child records in a relationship with a parent record).

By default, all toolbars are located under the menu bar in the main window; however you can independently display/hide and move/dock each toolbar so that you can display them when and where you want. Buttons are dynamic (ex: The Lock button appears only when a record is displayed in the Main window; the Save button is grayed out until CSM detects that there is content to save, etc.).

The default toolbars contain the following items.

Main Toolbar

Button	Action	Description
	Back/Forward	Navigates backward or forward in the content pane sequence.
	Home	Displays the CSM Home page with the default Dashboard active.
	Calendar	Displays the default Calendar.
	New	Displays item options (you choose the type). The icon on the button indicates the type of record.
	Save	Saves changes in the active window.
	Abandon	Abandons changes to the current item.
	Lock Record Unlock Record Record is locked by another User	Locks the active record. Unlocks the active record. Record is locked by another User. Note: This button toggles depending on the current status of the active record and who has the record locked. This button appears only if record locking is enabled and only when a record is active in the CSM Main Window.
	Cut	Moves the selected item to the clipboard, so you can then paste the item into a new location.
	Copy	Creates a new item whose properties are the same as the copied item. The new item can then be named and customized.
	Paste	Inserts an item from the clipboard to a new location.
	Attach	Attaches a file, Web page, image or shortcut. Also, has an option for displaying/hiding the Attachment Bar.
	Show Legal Values (Lookup)	Displays a list of legal values (for lookup fields only).
	Print	Prints the active pane.
	Search Manager	Opens the Search Group Manager, where you can run and manage saved searches (Search Groups).

Navigation Toolbar

Button	Action	Description
	Show results	Displays a set of records meeting a specific criteria.
	Show current record	Displays the currently selected record.
	Go to first record	Jumps to the first record in set.
	Go to previous record	Jumps to the previous record in set.
	Go to next record	Jumps to the next record in set.
	Go to last record	Jumps to the last record in the set.

Action Toolbar

The Action toolbars are created as part of a Business Object definition, vary by Record Type (ex: Incident is different than Problem), and appear only when a record is open. The following figure shows an example of an Action toolbar.

Form Arrangement/Relationship Toolbar

The Relationship toolbars are created as part of the Form Arrangement definition, vary by Relationship, and appear only when a child tab is displayed in an Arrangement. The following figure shows an example of a Configuration Item (CI) toolbar displayed in an Incident's Arrangement.

Button	Action	Description
	New	Create a new item if it is not available.
	Link	Adds/links additional items.
	Unlink	Unlinks the selected item.
	Delete	Deletes the current item.
	Go To (Quick View)	Goes to the source record.
	Save	Saves changes in the active window.
	Quick View	Opens the item in a second window so you can take a quick look at the details.
	Go to first record	Jumps to the first record in the set.
	Go to previous record	Jumps to the previous record in the set.
	Go to next record	Jumps to the next record in the set.
	Go to last record	Jumps to the last record in the set.
	Filter	Filter items in the Grid.
	Print	Prints the active Grid.
	Export	Export Grid to a file.
	View	Displays items as: Form Grid Split screen (both Form and Grid): horizontal or vertical.