A Toolbar is a menu bar across the form: a brand area at one end, options grouped to the left and to the right, and drop-down menus where an option holds several choices. Use it on a form that behaves like a small application in its own right - a dashboard, a portal page, a screen someone works in all day. For a simple row of choices, a Button Bar is less machinery.


Settings

Brand - The text at the start of the bar, usually the name of the form or the area the user is in.


Left Options and Right Options - The two groups of options. The left group carries the main navigation and commands; the right group is where account, help and settings-style options usually sit.


Each option in either group has a Name shown to the user, an optional Description, an Icon, a Show When condition deciding whether it appears, and its own list of Actions. Options can be dragged to reorder them within their group, copied and deleted.


Default Option - Which option is active when the form opens, chosen from either group. Choose No Default Option to start with none selected.


Drop-down menus

The Drop-Down Menu action is only available on a Toolbar. Give an option that action and it becomes a menu holding further choices rather than a command of its own. This is how a toolbar keeps a long list of commands tidy - a File menu, a Reports menu, an Actions menu - instead of spreading everything across the bar.


Display

Toolbar Brand Color - The color of the brand text.


Toolbar Text Color - The color of the option text.


Toolbar Background Color - The color of the bar itself.


Toolbar Underline Color - The color of the line marking the active option.


* Leave them blank to follow the site's theme, which is the better default on a form that should look like part of the site.


Triggering an option from elsewhere

Setting the Toolbar field's value to the number of an option clicks it, counting from 1. That is how a workflow action, another field or a Multi-Action can drive the toolbar - opening the form already on the page a particular option leads to, for instance.


Notes

A Toolbar's options are numbered across both groups, so inserting an option changes the numbering of everything after it. Where something else triggers an option by number, check those numbers again after reordering the bar.


Because every option carries its own Show When condition, one toolbar can serve internal staff and external users from the same form, with the internal commands simply absent for everyone else - see Field Conditions for the sources available.