Toolbar

The toolbar is a configurable user interface element that provides access to a wide variety of functions in a viewer. By default, a toolbar has a few basic items in it to navigate the map, identify features, and print the map. This is the Standard (Default) toolbar. The HTML5 Viewer also has a Web GIS (Full) toolbar, which includes most of the predefined tools.

You can use the toolbar in its default configuration, or customize it by adding, modifying, and removing items. You can also create your own tools.

The toolbar is optional. You can remove it using the Remove Toolbar function.

Toolbar Formats

The toolbar is available in two different formats:

Tabbed toolbar on Desktop and Tablet (back and middle), and the compact toolbar on Handheld

Types of Toolbar Item

You can add the following types of item to the toolbar:

Toolbar Organization

You can organize toolbar items using:

Open the Toolbar Page

To open a viewer's Toolbar page in Manager:

  1. In Geocortex Essentials Manager, edit the viewer that you want to configure—edit the site that the viewer belongs to, click Viewers in the side panel, and then click the Edit icon beside the viewer.

  2. In the side panel, click Toolbar.

Configure the Tabbed Toolbar

The tabbed toolbar is the default toolbar for the Desktop and Tablet interfaces. In the Desktop and Tablet interfaces, the tabbed toolbar opens below the banner. In the Handheld interface, it opens in a panel at the bottom of the screen, below the map.

Tabbed toolbar shown in the Tablet interface (left) and the Handheld interface (right)

In the tabbed toolbar, toolbar items are arranged in groups, and groups are arranged on tabs. In the following example, the Home tab contains three groups—Navigation, Find Data, and Tasks. In the Handheld interface, tabs are stacked on top of each other.

Example of a tabbed toolbar with four tabs, shown in the Desktop interface

There are two predefined ("preset") toolbars:

Main Steps to Configure the Tabbed Toolbar

The main steps to configure the tabbed toolbar are:

  1. Select the tabbed format.

  2. Create the toolbar's structure by adding tabs, groups, and multitools.

  3. Configure toolbar items like tools and buttons.

Select the Tabbed Format

To select the tabbed format:

  1. On the Toolbar page, beside Active Toolbar, select Tabbed Toolbar.

  2. If you want the toolbar to open automatically when the viewer launches, select the Open Toolbar by Default checkbox.

  3. If you want to use one of the predefined toolbars, click Load Preset Toolbar, and then click the button for the predefined toolbar you want to use.

    By default, new viewers have the Standard (Default) predefined toolbar. The Web GIS (Full) toolbar contains most of the predefined tools. You can modify the predefined toolbars in any way you want.

  4. Customize the toolbar by adding, removing, and reorganizing toolbar items and organizational elements.

    If you add the organizational elements first, you can add the toolbar items directly where you want them so you do not have to move them afterwards.

Create the Toolbar's Structure

To organize the toolbar, you add tabs, groups, and multitools.

You can also add regions to the toolbar. Regions hold custom-developed content. For information on adding custom content to a toolbar region, contact Geocortex Support or your local reseller.

To configure the toolbar's tabs, groups, and multitools:

  1. Configure the tabs, groups, and multitools that you want to use to organize the toolbar:

  2. Configure the default tab:

    The first time in a user session that the user opens the toolbar, the toolbar opens to the default tab. If the user closes the toolbar and then reopens it, it opens to the tab that the user was last on.

    1. In the Configured Toolbar area, click Set Default Tab.

    2. Select the tab that you want to open by default, and click OK.

  3. Click Apply Changes.

Configure Toolbar Items

To configure the tools, buttons, and toggle buttons that you want in the toolbar:

  1. Configure the items that you want included in the toolbar:

  2. Configure Tool Stickiness:

    Most tools in the HTML5 viewer are sticky by default—they remain active (selected) until deselected by the user. This allows the user to use a tool repeatedly without having to reselect it each time. You can turn off stickiness in the configuration. Each tool has a setting for stickiness, so you can make some tools sticky, and others not sticky.

    Stickiness applies to tools only. It does not apply to buttons or toggle buttons.

    1. In the Configured Toolbar area, click the Edit icon beside the tool.

    2. To disable stickiness, clear the Is Sticky checkbox.

    3. To re-enable stickiness, select the Is Sticky checkbox.

  3. Click Apply Changes.

Configure the Compact Toolbar

The compact toolbar is made up tools, buttons, toggle buttons, and multitools. In the Handheld interface, the compact toolbar appears at the top of the screen. In the Desktop and Tablet interfaces, it appears below the banner.

Compact toolbar shown in the Handheld interface

Main Steps to Configure the Compact Toolbar

The main steps to configure the compact toolbar are:

  1. Select the compact format.

  2. Create multitools, if desired.

  3. Configure toolbar items like tools and buttons.

Select the Compact Format

To configure the compact toolbar:

  1. On the Toolbar page, beside Active Toolbar, select Compact Toolbar.

  2. If you want the toolbar to open automatically when the viewer launches, select the Open Toolbar by Default checkbox.

  3. To limit the number of tools to display at one time, type the number of tools in the # of Tools to Display box.

    The minimum is 3 and the maximum is 9. The default is 4.

    The # of Tools to Display setting only applies to the Desktop and Tablet interfaces. It does not apply to the Handheld interface.

  4. Customize the toolbar by adding, removing, and reorganizing toolbar items and multitools.

    If you add the multitools first, you can add the toolbar items directly where you want them so you do not have to move them afterwards.

Add Multitools

To help organize the toolbar, you can add multitools (flyouts) that contain multiple tools.

You can also add regions to the toolbar. Regions hold custom-developed content. For information on adding custom content to a toolbar region, contact Geocortex Support or your local reseller.

To add multitools to the toolbar:

  1. Configure the multitools that you want to use to organize the toolbar:

  2. Click Apply Changes.

Configure Toolbar Items

To configure the tools, buttons, and toggle buttons that you want in the toolbar:

  1. Configure the items that you want included in the toolbar:

  2. Configure Tool Stickiness:

    Most tools in the HTML5 viewer are sticky by default—they remain active (selected) until deselected by the user. This allows the user to use a tool repeatedly without having to reselect it each time. You can turn off stickiness in the configuration. Each tool has a setting for stickiness, so you can make some tools sticky, and others not sticky.

    Stickiness applies to tools only. It does not apply to buttons or toggle buttons.

    1. In the Configured Toolbar area, click the Edit icon beside the tool.

    2. To disable stickiness, clear the Is Sticky checkbox.

    3. To re-enable stickiness, select the Is Sticky checkbox.

  3. Click Apply Changes.

Settings

The settings for toolbar items are organized by the type of item:

Tools

Tools have the following settings:

For a list of commands, see Viewer Commands and Events.

Buttons

Buttons have the following settings:

See Viewer Commands and Events for more information.

Toggle Buttons

Toggle buttons have settings to turn on the button's feature, and separate settings to turn off the feature. You can also optionally associate an additional state with a toggle button.

See also...

Viewer Commands and Events

Revert to the Default Toolbar

To revert to the default toolbar:

Reverting to the default toolbar permanently deletes your custom toolbar.

Follow the instructions for the type of toolbar you are using:

Remove the Toolbar

To remove the toolbar:

If you do not want the viewer to have a toolbar, you can remove the toolbar.

Removing the toolbar permanently deletes any customizations you have made to the toolbar.

  1. On the Toolbar page, click the Remove Toolbar button.

    You are prompted to confirm.

  2. Click OK.

Add Back the Toolbar after Removing It

To add back the toolbar if you have removed it:

Follow the instructions for the type of toolbar you are using:

See Also...

CompactToolbar Module

TabbedToolbar Module

Tools Module

© 2018 Latitude Geographics Group Ltd. All Rights Reserved.

Documentation Version 4.9