Sidebars

File:Sidebarleftright.gif

Designer > Data & Presentation > Sidebars

A default Sidebar appears in every page in the platform and is positioned on the left side of the page. Optionally, an additional Sidebar can be added to the right side of the page. Sidebars are made up of selected widgets.

Custom Sidebars can be assigned to individual Applications and displayed based on the Role of the user that is logged in.

Some examples of widget types in Sidebars:

• Search - Enter a keyword and find matching records

• Advanced Search - Narrow the search parameters to find matching records faster

• Create New - Create a new record in an object or Log an Activity
• Recent Items - A list of links to the most recently accessed records; Not all types of records are listed
• Views, Reports or Widget Tools, including other platform elements

Users that have the Sidebar Management permission can modify all Sidebar settings

Create or Modify Sidebars

1. Click Setup | Customize | Sidebars
2. Click the [New Sidebars] button to create a new Sidebar, or click the name of an existing Sidebar to modify it, and complete the following information:

   Name

   Name of the Sidebar

   Sidebar Width

   Horizontal width of the Sidebar; Default is 200px

3. Click [Save]
4. In the Sidebars page, choose from these options:

   File:Sidebar-edit.gif

   Add Widget

   Click the [Add Widget] button to add a new widget to the Sidebar

   Position

   Defaults to Center Column

   Type

   Select the type of widget; Learn more: Widget

   Widget Title

   Enter the name of the widget

   File:Sidebar-widget-setup.gif

   Edit Properties

   Click the [Edit Properties] button to change the name of the Sidebar or the Sidebar Width

   Delete

   Click the [Delete] button to delete this Sidebar (this cannot be undone and will remove the Sidebar from all applications)

5. Individual widgets in the Sidebar can be modified from the header bar:

   File:Sidebar-header.gif

   Edit

   Change the title of an existing widget with the Edit icon

   Minimize/Maximize

   Show or hide the widget with the Minimize/Maximize icon; When minimized, only the header bar is displayed

   Delete

   Delete the widget from the Sidebar with the Delete icon

   Move

   Hover the mouse cursor over the widget header bar and the cursor icon will change to indicate that the widget can be moved

   Click and drag the widget to a new location in the Sidebar (above or below its current location)

Sidebar Assignments

Sidebars are assigned to Applications individually. To make a new Sidebar Assignment, or change an existing Sidebar assignment in an application:

1. Click Setup | Customize | Sidebars
2. Click the [Sidebar Assignments] button
3. Choose one of the following options:

   • Click the [New Sidebar Assignment] button, choose an Application from the list
   • Choose an existing application

4. In the Application Information section, choose:

   Application

   Select the application where this Sidebar is displayed

5. In the Global Assignment section, choose:

   Left Side

   Display on the left side of the page

   Right Side

   Display on the right side of the page

6. In the Role Specific Assignment section, optionally assign a Left and Right Sidebar based on the role of the user viewing the page

   Users in the selected roles can see the Sidebar as assigned in this section

   When a user with the specified role opens the application, the specified Sidebar is displayed

   System Administrator: (None/Left/Right)

   Team Manager: (None/Left/Right)

   Team Member: (None/Left/Right)

Delete a Sidebar

To delete a Sidebar assignment, open the Sidebars page and click the Delete link located by the application name.