Document Policy - Advanced Options
This page provides access to settings that let you create or modify a toolbar and assign buttons that display when this policy is launched.This page is accessed from the Select Form Template portion of the create a document policy wizard and is launched when you click Advanced Options. For details on how to access this page, see Create a document policy.
Selected Form
The form template associated with this document policy.
Toolbar Button Options
Three built-in buttons, with specific associated commands, are available and you can create custom buttons with associated custom commands. The built-in buttons are displayed by default and you must choose whether to make the button visible to your users or not by checking the Show field.
NOTE Each time you select multiple steps to edit, custom settings in the selected steps are lost. Ensure you complete all multi-select actions before you set unique step options. Once you enter custom settings for a step, including: buttons, pages, attachments or regions, do not select this step in a mult-select action or the custom settings will be lost.
These settings allow you to control details about how the toolbar displays when this policy is launched. You can control which buttons are displayed, add custom buttons and assign custom commands that initiate when the button is clicked.
Toolbar Button Options fields are listed in the table below.
Field | Value |
---|---|
Show | Check this field to display this button in the form toolbar. |
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Indicates the button has no associated command. |
Toolbar Button | The name of toolbar button. |
Alias | Enter an alternate name to display next to the button. Text entered here overrides the default display of the Toolbar Button field on the toolbar. |
Tooltip | Enter any additional text you would like users to see in this field. When the user hovers the cursor over the button, this text displays in a popup. |
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Click to access settings for this button. See Toolbar Button Details for more information. |
Built-in document policy toolbar buttons include
- Save
- Close
For a description of these commands, see Workflow-based form operations.
NOTE Customization of the toolbar and tool tips takes precedence over product localization.
Form Options
The Form Options section of this page provides access to additional settings pages.
Toolbar Location
Choose the location you want the toolbar to display. By default, the toolbar is placed above the form.
- Top
- Bottom
- Both
- None
Click Add Button to access the Add New Toolbar Button settings. See Add New Toolbar Button for details.
Click the Order Buttons link to access settings to adjust the order the toolbar buttons display on the toolbar. For details on adjusting button order, see Toolbar Button Display Order.
Click the Add Command link to access the Add New Command settings. Two types of custom command can be assigned to toolbar buttons: HTTP Request and Java Script. See Display Properties - Add New Command for details.
Click the Modify Command link to access the modify command settings. See Modify a Toolbar Button Command for details.
Region Layout
Click the Settings... link to access Region settings. Regions are areas, or frames, that surround the form and they can be modified with custom text or graphics and resized by pixel height or width, depending on the region. See Region Layout for details on setting these options.
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