+ All Categories
Home > Documents > Tool Bar Ribbon - WideOrbitcdn.wideorbit.com/wo-sales-training/WO Sales Training...Tool Bar Ribbon...

Tool Bar Ribbon - WideOrbitcdn.wideorbit.com/wo-sales-training/WO Sales Training...Tool Bar Ribbon...

Date post: 21-Jan-2021
Category:
Upload: others
View: 0 times
Download: 0 times
Share this document with a friend
3
Tool Bar Ribbon - WO Sales v3.0 ©WideOrbit Inc. All Rights Reserved. 1 Last updated: 8/7/2012 Tool Bar Ribbon The Tool Bar Ribbon is a strip of buttons and icons located at the top of most screens. The Ribbon is organized into a series of sections, such as Actions, Other and Filter, with related buttons and options. The Ribbon sections may vary from module to module, but the functionality remains consistent throughout WO Sales. The left-most section will almost always be Actions and the right-most will almost always be Filter. Collapsing/Expanding The Ribbon can be collapsed and expanded when several sections are present. If one section is expanded, other sections may automatically collapse, unless pinned open. Double-click to collapse a section. Double-click on the title bar again to expand the section. A collapsed section will display with a small arrow under the title. Section Title Bar Double-click to collapse/expand section Collapsed Section Click arrow for options Push Pin Click to pin section Filter Button Click for additional filters
Transcript
  • Tool Bar Ribbon - WO Sales v3.0

    ©WideOrbit Inc. All Rights Reserved. 1 Last updated: 8/7/2012

    Tool Bar Ribbon The Tool Bar Ribbon is a strip of buttons and icons located at the top of most screens.

    The Ribbon is organized into a series of sections, such as Actions, Other and Filter, with related buttons and options. The Ribbon sections may vary from module to module, but the functionality remains consistent throughout WO Sales. The left-most section will almost always be Actions and the right-most will almost always be Filter.

    Collapsing/Expanding The Ribbon can be collapsed and expanded when several sections are present.

    • If one section is expanded, other sections may automatically collapse, unless pinned open. • Double-click to collapse a section. Double-click on the title bar again to expand the section. • A collapsed section will display with a small arrow under the title.

    Section Title Bar Double-click to collapse/expand section

    Collapsed Section Click arrow for options

    Push Pin Click to pin section

    Filter Button Click for additional filters

  • Tool Bar Ribbon – WO Sales v3.0

    ©WideOrbit Inc. All Rights Reserved. 2 Last updated: 8/7/2012

    Push Pin

    Show More Filters • Click to open a pop-up window with more options. Click the X to close the options box. • When is yellow, then there are selected filters in the Show More Filters section.

    VIDEO Ribbon features such as Collapsing/Expanding, Push Pin, and Show More Filters behavior can be seen in the video below. Click twice to play:

    Depressed Push Pin – locks (pins) a section into place as collapsed or expanded.

    Raised Push Pin – indicates a section is not pinned.

  • Tool Bar Ribbon – WO Sales v3.0

    ©WideOrbit Inc. All Rights Reserved. 3 Last updated: 8/7/2012

    Filters

    • Click to show deleted items. • Scroll through the list of options, or use the up and down Arrow keys on your keyboard. • Select using the checkbox, or use the Space key on your keyboard. • Selected items display on the right. This panel can be hidden or shown using the and icons. • Click to save filters. Or click outside of the filter window, or hit Enter on your keyboard. • Click to cancel without saving filters. Or hit Escape on your keyboard.

    Clearing Filters & Searching • Point your cursor at a saved filter and click to clear the filter in one step. • Click to clear all filter selections.

    • Click to generate a list based on the filters selected.

    VIDEO Filter behavior can be seen in the video below. Click twice to play:

    Collapsing/ExpandingPush PinShow More Filters

    VIDEOFiltersClearing Filters & Searching

    VIDEO


Recommended