Sites using the new interface can display a Quickbar element in the Search bar. It allows designated processes to be completed in a lightbox (popup window) without needing to leave the current page. For example, while viewing your calendar you could add a timeslip without needing to leave the calendar page or opening the timekeeping page in another browser tab.

Administrative Setup

  • The Quickbar is enabled by default, but will not display its icon unless site administrators have configured at least one process to use it.
  • Dynamic create processes have a new "Show in Quickbar" setting. This does not include auxiliary processes like Add Case Note.
  • The user role permission "Front Page - View Quickbar (When Available)" allows the Quickbar icon to be displayed or hidden per user role.
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