The toolbar is shown at the top of every Data Display, unless the builder chooses to disable it via the Display Wizard. A sample toolbar with all possible options is shown here.
1. Click Views to see a list of all available views for this Data Display. The currently displayed view is marked with a bullet to the left. You can hover over a view name to see the description, if one is available. Click on any view name to display that view.
2. Click Actions to access a list of all of the actions that have been made available for this view. If you do not see this on the toolbar, then no actions are available. To execute an action:
a. Place a check mark in the box to the left of the item that you want to run the action against. Or, if you want to run the action against all of the items on the current page of the Data Display, place a check mark in the box at the top of the first column. This selects all of the items on the current page.
b. Click Actions and then click on the name of the action you want to run. You can hover over an action name to see the description, if one is available.
c. If the action definition requires you to enter any information, an action entry form is displayed. Provide the appropriate information and click OK at the bottom of the form.
3. Use the Search area to locate items that meet your criteria. If you do not see this on the toolbar, then it has been disabled by the builder. If you do see the Search area, type the content you want to search for and then click Search.
•You should be aware that this search only looks at metadata (the values in the columns that were selected by the builder); it does not perform a full-text search of attached documents or other files. If you want to perform a full-text search, you will need to use the standard SharePoint search, located in a box with a magnifying glass near the top right corner of most sites.
•If you see a message stating “Please execute a search to see results,” the builder has configured the display to require a search to be performed before any results will be displayed. (For example, you may need to select a customer before returning the transaction records for that customer.) This is often done to improve response time.
4. Click the Help button to access the online help for the Data Display.