Customize the Main ribbon

You can customize the Main ribbon, defining which buttons and/or button options to be displayed or hidden on the ribbon. Ribbon customizations are stored in the user configuration, so your ribbon customizations can be accessed by you from any machine. You can also reset any changes you have made to the ribbon and revert to the default ribbon configuration.

Locked buttons and button options

An administrator can lock Main ribbon buttons and button options, preventing users from displaying or hiding them. If a locked padlock icon () is displayed by a button or button option, you cannot edit that button or button option. If an open padlock icon () is displayed, the button can be edited.

Button options

There are two types of button and button options you can configure in the ribbon:

  • Global options
  • Local options

Global ribbon options

Global ribbon options enable you to automatically deploy your customized ribbon configuration to all major ribbons.

Global ribbon options are identified by a capital G in the right column of the Configure ribbon form. If a ribbon option does not contain a capital G, it is a local ribbon option.

There are following global ribbon buttons and options:

  • Case
  • Contact
  • Word
  • Document
  • New Search

Local ribbon options

Local ribbon options enable you to deploy your customized ribbon configuration to the current ribbon only. If you want to apply the same local ribbon options for other ribbons, you must configure these ribbons individually.

Major and minor ribbons

Only major ribbons can be automatically updated with changes to the global ribbon options and contain the Save globally option on the Save button of the Configure ribbon form.

Minor ribbons can only be updated with local changes and do not contain the Save globally option on the Save button of the Configure ribbon form.

The following ribbons are major ribbons :

  • The home page and home page lists opened in new tabs
  • All Case detail pages
  • All Document detail pages
  • All Meeting detail pages
  • All Contact detail pages
  • The Actor sequences page
  • All Search pages

All other ribbons are considered minor ribbons.

The Configure ribbon form

The Configure ribbon form is used to configure the ribbon configuration of the current ribbon and to distribute changes to global ribbon options to all other major ribbon configurations.

The Configure ribbon form is opened from the ribbon on the current detail page by clicking Configure ribbon in the Help button.

Configure ribbon is always present in the ribbon and not connected to the Help button. If you hide the Help button, you can still access the Configure ribbon dialog by pressing Configure ribbon.

Ribbon options

Global ribbon options are identified by a capital G in the right column of the Configure ribbon form. If a ribbon option does not contain a capital G, it is a local ribbon option.

Buttons

The Configure ribbon form also contains the following Save and Reset button options:

Button Type

Description

Save

Button

All changes to local and global ribbon options are saved to the current ribbon configuration only.

Save globally

Button option

All changes to local and global ribbon options are saved to the current ribbon configuration. Additionally, all changes to global ribbon options are applied to all other major ribbon configurations.

Changes to local ribbon options are not applied other ribbon configurations.

Reset

Button

Removes all changes to local and global ribbon options for the current ribbon configuration only, reverting the current ribbon configuration to the default ribbon configuration.

Reset globally

Button option

Removes all changes to local and global ribbon options for the current ribbon configuration, reverting the current ribbon configuration to the default ribbon configuration. Additionally, all changes to global ribbon options are removed from all major ribbon configurations.

Changes to local ribbon options are not removed from other ribbon configurations.

How to customize and save a ribbon configuration

  1. Navigate to the detail page you want to change the ribbon configuration for.
  2. In the Main ribbon, click Configure ribbon in the Help button to open the Configure ribbon form.
  3. In the Configure ribbon form:
    • Select the check box for each button and/or menu option to be displayed in the menu.
    • Clear the check box for each button and/or menu option to be hidden in the menu.
  4. Click Save to save your changes and exit the Configure ribbon form.

Changes made to global ribbon options can only be distributed to major ribbons. Any changes made to local ribbon options are applied to the current ribbon configuration only.

  1. Navigate to the detail page you want to change the ribbon configuration for.
  2. In the Main ribbon, click Configure ribbon in the Help button to open the Configure ribbon form.
  3. In the Configure ribbon form:
    • Select the check box for each button and/or menu option to be displayed in the menu. Global ribbon options are displayed with a capital G.
    • Clear the check box for each button and/or menu option to be hidden in the menu.
  4. Click Save globally to save your changes and exit the Configure ribbon form.

Resetting the ribbon configuration

Reset the configuration to quickly remove all your changes to the ribbon configuration and apply the default ribbon configuration.

If you have changed any global ribbon options, you can reset the current ribbon configuration by pressing the Reset button or reset all your major ribbon configurations by selecting the Reset globally button option.

If you have changed local ribbon options, only the current ribbon configuration can be reset, regardless of which button (Reset or Reset globally) you press.

Manually reset the current ribbon configuration

You can also reset a current ribbon configuration by manually selecting all the ribbon options in the Configure ribbon form.

If your ribbon configuration contains global ribbon options, any changes will only be applied to the specific ribbon configuration and not to all ribbon configurations.

  1. Navigate to the detail page you want to reset the ribbon configuration for.
  2. In the Main ribbon, click Configure ribbon in the Help button to open the Configure ribbon form.
  3. In the Configure ribbon form, click Reset to open the Confirm dialog.
  4. In the Confirm dialog
    • Click Yes to reset the ribbon configuration and exit the Configure ribbon form or
    • Click No to return to the Configure ribbon form.

You can only reset changes to global ribbon options for all major ribbon configurations. Any changes to local ribbon options must be reset for each specific ribbon configuration.

  1. In the Main ribbon, click Configure ribbon in the Help button to open the Configure ribbon form.
  2. In the Configure ribbon form, click Reset globally to open the Confirm dialog.
  3. In the Confirm dialog:
    • Click Yes to reset all ribbon configurations and exit the Configure ribbon form or
    • Click No to return to the Configure ribbon form.