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SharePoint pages often contain thousands of data points, resulting in lengthy lists of information. For example, you might have an Image List displaying all your employees, a File List containing all your documents, or a Date List showing all your company events:
But with all that data on your page, finding the information you need can take a lot of time and work. This is where ShortPoint's new Smart Toolbar comes in! With it, you can add Search, Filter, Tabs, Pagination, and Sort widgets to your Design Elements. These widgets make it easier to find what you need.
In this article, we will walk you through the basics of all the Smart Toolbar features to help you get the data on your page sorted and organized.
TABLE OF CONTENTS
- Prerequisites
- Video Tutorial
- What is the Smart Toolbar?
- Smart Toolbar Widgets
- Activating Multiple Smart Toolbar Widgets
- Deactivating Smart Toolbar Widgets
Prerequisites
- To access the Smart Toolbar, you must have ShortPoint version 8.4.0.0 or above installed on your SharePoint environment.
- You must be a ShortPoint Designer with an active license.
What is the Smart Toolbar?
The Smart Toolbar is a new ShortPoint feature that lets you add widgets to selected ShortPoint Design Elements. These widgets—Search, Filter, Tabs, Pagination, and Sort—enable users to easily search, filter, and sort data on your page.
The Smart Toolbar is currently only available for these Design Elements: Date List, File List, Icon List, Image List, Events, Image Titles, Simple List, Tiles, and Image Caption. To access it:
- Click the Easy Pass tag of your chosen Design Element.
- Select the cogwheel icon to open the Settings window.
- Navigate to the Toolbar tab.
In the Toolbar tab, you'll see all available widgets: Search, Filter, Tabs, Pagination, and Sort. To add a widget:
- Click the widget you want to use.
- Customize it to your liking.
- Select Activate.
- Click the green check mark.
In addition, the Smart Toolbar has a Settings button that allows you to further customize how your widgets will look, including the size and color of the text inside the widget:
If you don't have access to the Smart Toolbar yet, make sure that you have upgraded to the latest ShortPoint SPFx version. The Smart Toolbar is available for ShortPoint Designers with ShortPoint SPFx version 8.4.0.0 and above.
Smart Toolbar Widgets
Here are all the widgets you can use to search, filter, and sort your data:
Search
The Search widget adds a search bar to your selected Design Element. It allows users to quickly find specific items within the content. For instance, using the Search widget, a user easily found "Marie Johnson" among many entries:
To learn more about the features you can customize using the Search widget, check out Smart Toolbar: How to Use the Search Widget.
Filtration
The Filtration / Filter widget adds customizable filters to your Design Elements based on their assigned properties (Titles, Subtitles, Description, etc.). For example, in our Image List, we have Titles (employee names) and Subtitles (job titles). We created a filter for all the subtitles, allowing users to easily sort employees by their roles:
To learn more about the features you can customize using the Filter widget, check out Smart Toolbar: How to Use the Filter Widget.
Tabs
The Tabs widget adds tabs to your selected Design Element. It organizes your content into different categories based on the Design Element properties you choose (such as Title, Subtitle, or Description). In our example, we used employees' job titles (subtitles) to organize the tabs:
To learn more about the features you can customize using the Tabs widget, check out Smart Toolbar: How to Use the Tabs Widget.
Pagination
The Pagination widget lets you control how many items appear at once. It's ideal for Design Elements with numerous items, helping you manage space efficiently:
To learn more about the features you can customize using the Pagination widget, check out Smart Toolbar: How to Use the Pagination Widget.
Sort
The Sort Widget allows you to arrange your content in ascending or descending order. You can sort based on various Design Element properties such as Title, Subtitle, Description, etc. In our example, we used the Titles (employees' names) to sort in descending order:
To learn more about the features you can customize using the Sort widget, check out Smart Toolbar: How to Use the Sort Widget.
That's it! You now know the basics of the Smart Toolbar. You can now use all these amazing widgets to improve the organization of data on your SharePoint pages.
Activating Multiple Smart Toolbar Widgets
You can activate multiple Smart Toolbar Widgets for a Design Element. For more details about this, check out How to Activate Multiple Smart Toolbar Widgets.
Deactivating Smart Toolbar Widgets
To deactivate active Smart Toolbar Widgets, you can simply click the Deactivate button. For more details, check out How to Deactivate Active Smart Toolbar Widgets.
Related articles:
- Smart Toolbar: How to Use the Search Widget
- Smart Toolbar: How to Use the Pagination Widget
- Smart Tollbar: How to Use the Filter Widget
- Smart Toolbar: How to Use the Tabs Widget
- Smart Toolbar: How to Use the Sort Widget
- How to Activate Multiple Smart Toolbar Widgets
- How to Deactivate Active Smart Toolbar Widgets
