Toolbar

The toolbar, which runs horizontally above the perspective tabs, holds the bulk of the functionality available in the perspectives. The toolbar buttons display contextually, meaning they display based on the perspective being viewed or the actions taken by the user. This results in display of only those options likely to be related to the tasks at hand.

For instance, when viewing a collection, the "Assign" button does not display, as the "Assign" button can only be used to assign tasks to other users. As tasks do not reside within collections, there would be nothing to assign. Further, while viewing an appropriate perspective (Task perspective in this case), the "Assign" button will not be active (clickable) until at least one item has been selected, as a task upon which to execute the action must first be indicated in order to assign it to a different user.

Each button available in the toolbar is described below or, if a topic is dedicated to that button's functionality, a link is provided to that topic.

Each button is available in the Task, Collections, and Browse perspectives, unless stated otherwise.

• Sort - Enables users to sort the table data in alphabetical order based on any selected column. Details can be found in the Sorting topic.

• Filter - The Filter toolbar button allows users to manage the display of data in a table to present the information in a more meaningful way. For example, if a user wants to show only list items that have content in a specific column, they may select the relevant column, select the "Not Empty" option from the condition dropdown, and apply the filter. Go to the Filtering topic for more on this functionality.

• References - The "+" (Add) button is for adding references. The "-" (Remove) button removes a selected reference. "Remove" is also an option under the Items > References menu and only becomes enabled (in both places) when working within an existing reference in a reference table. Go to the References topic for information on reference tables.

• Submit - Allows users to submit a selection of one or more items in the table to the next step in the workflow. The Managing tasks topic has more on this functionality. Available in the Task and Browse perspectives.^*

• Add to workflow - Make a selection from the table and click the Add to workflow button to display a dropdown containing the names of all workflows configured on that system. Locate the desired workflow and click it. The selected items are then added to the workflow. Workflows listed in black text can be submitted to, while those in gray cannot. Available in the Task and Browse perspectives, as well as the Search screen.^*

• Business action - With one or more items selected from the table, click the Business action button to apply a pre-configured business action to that selection. The Business action button's dropdown displays business actions that can be applied to the item(s) in the selection. Business actions listed in black text can be applied to the selection, while those in gray cannot. Hover the cursor over each business action for additional information. Find the desired business action and click it. Subject to the business rule configuration and the selected items' suitability, the items in the selection will then have the business action applied to them. Available in the Task and Browse perspectives, as well as the Search screen.^*

• Assign - When viewing workflow tasks in a Task perspective, users can select tasks / items in the table, and then assign them to themselves, other groups, or other users. Refer to the Managing tasks topic for more on this functionality. This button is only available in the Task perspective.^*

• Inspect - This action allows you to inspect the details of selected references.

• Import data - Using an import configuration, import product data by uploading an import file. A background process is created that imports the data. Any applicable notifications are shown in the notification center, and an execution report provides you with import details (including any error info, if applicable). Refer to the Importing data topic for more details.

• Export - Make a selection from the table and click the Export button to export (based on an export configuration) the configured attributes and references displaying on the screen. The export is sent to a background process where it is listed in the Notification center. Click the "Download file" link at the bottom of the export listing to open the file with the exported data. Refer to the Exporting data topic for more details and important information around selection maximums that impact this action.

• Add to Collection - Select items within a perspective, and click the "Add to Collection" button to create a new collection or add the items to an existing one. Use the check mark to add the collection or the trash icon to delete the information you have entered. To add the selection to the collection, you will choose "Add to collection" at the bottom of the dialog. If a collection or collections already exist, they will be listed in the dialog. Make a collection selection and "Add to collection." As items are added to a collection, the notification center is updated and the notification gives you a link to the collection.

• Approve - Select one or more items to enable and use the "Approve" button. Go to the Approving data topic for more about approving items and selection maximums that apply to this action.

• PDX channels - Clicking this option allows you to select "Add to PDX channel" or "Remove from PDX channel" to one or more products in perspectives table. The PDX channel solution in Instrument supports business processes to be executed before the actual syndication takes place. Refer to PDX Channels setup for more details.

• Master product - These actions allows users to manage master product families and add products to them. Refer to Managing products for more details. Available in the Task, Browse, and Collection perspectives. This button will only appear for users of the Accelerator for Retail solution.

• Categorize - Select one or more products to move to another locations in the product hierarchy. Refer to Managing products for more details. Available in the Task, Browse, and Collection perspectives. This button will only appear for users of the Accelerator for Retail solution.

• Zoom level - Users can specify the height of each row in the table by adjusting the zoom level. Doing so may reveal more information that may otherwise have been hidden if contained within a smaller cell.

• Customize - This toolbar button opens a dialog that enables users to configure their view of the table by selecting which columns to display. Refer to the Adding and removing columns topic for more on this functionality.

• Details - Allows users to toggle between a list view (default) and a details view. The list view shows a list of items in a table, while the details view lists the items in a column on the left side of the screen and shows product details on the right side of the screen.

^*This action has a limit of 50 items and will be disabled when you have more than 50 items selected. This limit is only temporary and will be increased in the future.