Setting Up Ribbon

To manage visibility of system tabs and groups and structuring custom buttons depending on the operations executed, use the Ribbon Settings dialog box on the ribbon:

To open the dialog box

NOTE. The setting is available on creating or editing data entry forms.

The dialog box includes custom categories and commands that can be added to the ribbon, and the ribbon setup area.

To set up the ribbon, follow the steps:

  1. Add a custom tab.

  2. Add a custom group.

  3. Rename custom tabs and groups.

  4. Add a custom command to the group.

  5. Change location of custom tabs, groups, commands.

  6. Determine visibility of tabs and groups.

  7. Reset changes if required.

Adding of custom tabs and groups is necessary to structure custom buttons depending on operations executed because all created buttons are by default added to the Custom Functions tab.

Adding Custom Tabs

To add custom tabs, click the Create Tab button in the ribbon setup area.

The tab with the New Tab name and the group on this tab with the New Group name are added to the Set Up Ribbon list. Custom tabs are marked in the list with the word (customizable).

To delete custom tabs, select the custom tab in the Set Up Ribbon list and click the Delete button.

Adding Custom Groups

To add custom groups, select the custom tab, to which you want to add a group, and click the Create Group button in the ribbon setup area. The group with the New Group name is added to the tab. Custom groups are marked in the list with the word (customizable).

To delete custom groups, select the custom group in the Set Up Ribbon list and click the Delete button.

Renaming Custom Tabs and Groups

To rename custom tabs and groups, select the tab or group, which you want to rename, and click the button. The Rename Tab/Rename Group dialog box opens:

Dialog box name depends on the selected object for renaming.

In the dialog box that opens, enter new name for the tab or group. Name should reflect the meaning of executed operations.

To exit the edit mode, click the OK button.

Tabs and groups in the list are marked with the word (customizable).

Adding Custom Commands to Groups

To add custom commands to a group, select the custom command in the Commands list, select the custom group in the Set Up Ribbon list and click the Add button. The Commands list displays the buttons created by the user.

To delete custom commands from the group, select the custom command in the Set Up Ribbon list and click the Delete button.

Reordering Tabs, Groups and Commands

To create a logical structure of tabs and groups inside the tabs, and commands inside the groups, reorder them using the and buttons. Only custom tabs, groups and commands can be moved. Groups can be moved only inside the tabs. Commands can be moved only inside the groups.

Determining Visibility of Tabs

To determine the tabs and groups to be displayed on the ribbon, select the checkboxes next to the required tabs and groups. The user can manage visibility of both system and custom tabs and groups. To set up visibility of a custom tab, at least one groups on this tab must contain a command. To set up visibility of a custom group, add at least one command to it.

If you enable visibility of the group on the hidden tab, the tab automatically becomes visible.

If you disable visibility of all groups on the tab, the tab automatically becomes hidden.

Visibility can be set up for the Processes tab if the Process Tree button is pressed.

Visibility can be set up on the Approval group of the Home ribbon tab when the Automatically Request Data on Active Processes checkbox is selected. If the Home tab is hidden, selecting this checkbox displays the tab together with the Approval group.

If all ribbon tabs are hidden, the ribbon is hidden.

Resetting Changes

To reset all changes on the ribbon and returning to default settings, click the Reset button. The message requesting to confirm settings reset is displayed. Click the Yes button to confirm the operation.

When settings are reset, all custom tabs and groups are deleted, visibility of system tabs and group is restored.

See also:

Getting Started with The Interactive Data Entry Forms Extension | Extending Functionality