Toolbar Button Display Order

These settings are accessed from the Advanced Options page of the form policy creation wizards. For details on how to access this page, see Define Step Map - Advanced Options for workflow policies or Document Policy - Advanced Options for document policies. Use this page to adjust the order in which toolbar buttons display when the policy is launched. The option to add separators between buttons is also provided.

For workflow policies, you can set a custom toolbar button display order for each step of the workflow or you can set the order to apply to multiple pages.

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.

To change toolbar button display order

  1. For workflow policies, choose a workflow step to modify from the Select Workflow Step drop-down list. Only steps that were selected when the Advanced options page was accessed are available to adjust.
  2. Highlight a button name in the Toolbar Button Order window. To select multiple names, hold the Ctrl key and select the buttons you want to reorder.
  3. To move the selected buttons up in the list, click: . To move the selected buttons down in the list, click: .
  4. Repeat steps 1 through 3 for each step you want to modify.
  5. Click Continue to save the settings and return to the Step Map - Advanced Options page.

To add a button separator

  1. Click Add Separator. An entry appears in the Toolbar Button Order window titled ---separator--- .
  2. Highlight ---separator--- and click the up icon to move the selection up in the list: . Click the down icon to move to move the selection down in the list: .
  3. Click Continue to save the settings and return to the Step Map - Advanced Options page.


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