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Quick Access Toolbar

On dashboard grids, the Quick Access toolbar provides rapid access to often-used functions.

The toolbar displays when a dashboard grid has focus and provides access to:

Search the line items in the grid
Filter the data in the grid
Maximize the grid and restore it to its former size

Administrators should be aware that if they disable user access to filter functionality, in the Properties panel of the Dashboard Designer, the filter icon will be removed from the toolbar.

Users can search a grid using the shortcut keys, Ctrl-Shift-S or Cmd-Ctrl-S (these shortcuts are displayed on the dashboard element menu — the blue dot menu).

The Quick Access toolbar will not appear as an entry in the Application Lifecycle Management diff report unless the Filter option in the Properties panel of the Dashboard Designer is enabled or disabled.

Filter

The Filter icon is displayed in different ways, depending on the state of the filter: hovering over the icon will display an explanation of the filter state. The icons show that a filter:

is applied to the grid
is disabled
doesn't exist
is broken and showing an error

Filter functionality can also be accessed via the Data menu in the dashboard element menu and the right-click context menu.

Enable or disable the Quick Access toolbar

The Quick Access toolbar is enabled for all newly-published dashboard grids. To ensure there are no inadvertent layout changes to existing dashboards, the toolbar is disabled by default.

Administrators can enable the Quick Access toolbar on a grid-by-grid basis, in Dashboard Designer: select Show Toolbar in the Toolbar Options section of the Properties panel. Deselect the option to hide the toolbar from end users.