Pinning actions to the Infor Rich Client toolbar

You can pin an object, such as a form action, to the toolbar of the list or form that you are currently working with. Items that have been pinned to the toolbar appear along the top pane with default toolbar options such as Actions or Options.

You might pin an object to the toolbar if, for example, a form you work with has many actions but you use only a few of them frequently. By placing the frequently used actions on the toolbar, you have quick access to them.

  1. From the toolbar of the form or list from which you want to pin an action, click Options > Personalize.
  2. On a personalized list, click the Toolbar tab. On a personalized form, select Actions > Toolbar.
  3. A dialog box listing all available actions (or other items available for pinning) displays.
  4. From the Pinnable Actions list, select an item and click > (single arrow) to send it to the toolbar.

    If you want to send all actions to the toolbar, click >> (double arrow).

  5. Use the Up and Down buttons to move actions to the order you want them to appear on the toolbar.