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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:

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

CSM Main Toolbar

Button

Action

Description

Back Forward Button

Back/Forward

Navigates backward or forward in the content pane sequence.

Home Button

Home

Displays the CSM Home page with the default Dashboard active.

Calendar Button

Calendar

Displays the default Calendar.

Create New Button with Arrow

New

Displays item options (you choose the type). The icon on the button indicates the type of record.

New Button With Dropdown

Save Button

Save

Saves changes in the active window.

Abandon Button

Abandon

Abandons changes to the current item.

Unlocked Button

Locked By You Button

Locked by Another User Button

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 Button

Cut

Moves the selected item to the clipboard, so you can then paste the item into a new location.

Copy Button

Copy

Creates a new item whose properties are the same as the copied item. The new item can then be named and customized.

Paste Button

Paste

Inserts an item from the clipboard to a new location.

Attach Button

Attach

Attaches a file, Web page, image or shortcut. Also, has an option for displaying/hiding the Attachment Bar.

Legal Valyes Button

Show Legal Values (Lookup)

Displays a list of legal values (for lookup fields only).

Print Button

Print

Prints the active pane.

Search Manager Button

Search Manager

Opens the Search Group Manager, where you can run and manage saved searches (Search Groups).

Navigation Toolbar

CSM Navigation Toolbar

Button

Action

Description

Show Results  Button

Show results

Displays a set of records meeting a specific criteria.

Show Current Record Button

Show current record

Displays the currently selected record.

Go To First Record Button

Go to first record

Jumps to the first record in set.

Go To Previous Record Button Green

Go to previous record

Jumps to the previous record in set.

Go To Next Record Button Green

Go to next record

Jumps to the next record in set.

Go To Last Record Button Green

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.

CSM 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.

Form Arrangement Toolbar

Button

Action

Description

Create New Button with Arrow

New

Create a new item if it is not available.

Link Button

Link

Adds/links additional items.

Unlink Button

Unlink

Unlinks the selected item.

Delete Button

Delete

Deletes the current item.

Go to Button

Go To (Quick View)

Goes to the source record.

Save Button

Save

Saves changes in the active window.

Quick View Button

Quick View

Opens the item in a second window so you can take a quick look at the details.

Go to First Record Button Blue

Go to first record

Jumps to the first record in the set.

Go to Previous Record Button Blue

Go to previous record

Jumps to the previous record in the set.

Go to Next Record Button Blue

Go to next record

Jumps to the next record in the set.

Go to Last Record Button Blue

Go to last record

Jumps to the last record in the set.

Filter Button

Filter

Filter items in the Grid.

Print Button

Print

Prints the active Grid.

Export Button

Export

Export Grid to a file.

View Button

View

Displays items as:

  • Form
  • Grid
  • Split screen (both Form and Grid): horizontal or vertical.

See Also

Tour the CSM Desktop Client User Interface

CSM Desktop Client Main Window

CSM Desktop Client Menu Bar

CSM Desktop Client Search Control

CSM Desktop Client Task Pane

CSM Desktop Client Main Pane

CSM Desktop Client Knowledge Pane

CSM Desktop Client Search