Quickbar

The Quickbar is a search bar feature that lets you finish tasks in a pop-up window, so you don't have to leave the page you're on. For example, you could add a timeslip while looking at your calendar without leaving the page.

Administrative Setup

To activate the Quickbar:

• Enable it on the Navigation tab within the Admin > Top Level Navigation Bar/Search page.
• Assign at least one dynamic create process to it using the "Show in Quickbar" setting. Note that auxiliary processes, such as "Add Case Note" are not supported.
• Ensure the desired user roles have the "Front Page - View Quickbar (When Available)" permission enabled.