Configure items for a Toolbar control

Add a Toolbar control to the form and configure in three different modes (desktop, phone and tablet) to suit your requirement.

  1. On the Properties panel of the Toolbar control, click the Configure link for Items.

    The Toolbar items dialog box is displayed.

    By default, the root toolbar control appears, under which you can create multiple button controls in a hierarchy.

  2. To add an item to the toolbar, select the root toolbar control and click for Toolbar items.

    By default, a button control, button2 is added to the toolbar.

  3. Add more button controls under the root toolbar control, and child items under the button controls as needed.

    To delete a button control or child items, click for the control. On confirmation, the selected control is deleted.

  4. Select the button control and configure the button properties.

    Name Description

    Type

    The type of the control.

    To change a button to a separator or spacer, select either option for Type: (Default: Item)

    • Separator: Replaces a button with separator. Use a separator to group related toolbar items.

    • Spacer: Adds a space between the toolbar items.

      • Changing the button control type to Separator or Spacer removes all the child items for a button control.

      • You can add a separator but not spacer to the child items.

    Name

    A unique name for the button.

    Text

    Meaningful text that appears at runtime. For example, "Click to update personal details" instead of "button 1".

    Tooltip

    The supplementary information that displays on hovering the mouse over the button at runtime.

    For example, click the professional details button to enter your professional experience.

    Enabled

    Enables the control at runtime. (Default: Selected)

    Security token

    Makes the information in the form secure. See Security tokens.

    Load image from store

    If selected, allows you to select an image in the Image path field.

    If clear, allows you to enter an image name in the Image path field.

    For on-premise TotalAgility, the image needs to reside in the following location: <Installation location>\Kofax\TotalAgility\Agility.Server.Web\Forms\Images

    Causes validation

    Indicates whether the button causes validation to be performed on any controls that require validation. (Default: Selected)

    If an error occurs while validating the controls, then the button does not fire its event.

    Confirmation message

    A confirmation message to display when the button is clicked.

    A confirmation message can prevent the user from accidentally performing an action that may result in data loss.

    For example, when the user clicks 'Delete customer' button by mistake, it could delete the customer and all associated data from the system without having a chance to undo the action. But you can prevent that mistake by setting the following confirmation message on clicking the button: "Are you sure you want to delete the customer account details? Click Cancel to stop the deletion. Click Yes to confirm the deletion."

    Specify the message using a dynamic or a static value.

    • Form control: The selected form field appears at runtime, where you can enter the message.
    • Form variable: The message saved in the form variable is available for use with this form; however, you can change the message by changing the variable value.
    • Global variable: The message is available for use with different forms within a site. If you change the value of the variable, the change is applied to all forms that use this variable.

  5. To reorder the toolbar items in the hierarchy, use the  on the header.
  6. Click Save.
    At runtime, the Toolbar control is displayed with the buttons, separators and spacers. If the button has child items, a drop-down arrow appears. Clicking a button invokes the action for that item.