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Guide Home Toolbar

Guide Home Toolbar

Use the Design Home toolbar to manage your objects. Here is the toolbar:

Part of the Design Home toolbar

The following table describes each button:

Button	Description
	Opens a list of objects that you can create. When you click an object, it opens in a new tab.
	Opens a selected object. You can also open an object by double-clicking on it.
	Creates a copy of the selected object. Process Designer adds a numeric suffix to the object's title; for example, the suffix could be '(1)'. To rename an object, you must unpublish it, change the name, and then publish it again.
	Deletes the selected objects. Click Delete and then click Yes to indicate that you are sure that you want to delete the object. You cannot undo deleting an object. Also, when you delete an object, you unpublish the object.
	Writes objects to your computer. Click the Export button, select one or more guides in the list, and then click Export . If you select more than one guide, Ctrl+ left click on all but the first. If you select more than one, they will be in a ZIP file. If you select only one guide, the exported file will be an XML file with an additional two or three letters that describe the object being exported. For example, if you export a connection object, the extension will be conn.xml. When you click Export, the following dialog box appears: If the you export a guide that contains images, the images are exported as well. The extension of an exported guide that contains images is .gd.zip . When you export more than one object in a single export operation, they are collectively saved in a single ZIP file.
	Imports previously exported objects. When you click the Import button, you see the following dialog box: Use the following steps Follow the below steps to import objects: Click Browse to find either a single object or a ZIP file with more than one object. Select Overwrite designs with the same name if you want to replace an existing object with an imported object with the same name. You can enter tags that describe the imported files in the Tags field. You must use only ASCII characters when you enter tags. Other types of characters, like UTF-8, are currently not supported. Click Import to import the objects. After you click Import, the following dialog box appears: You can click on the objects in this dialog box to see an expanded view of each item in the background. A ZIP file could include images associated with a step. If you select the Overwrite designs with the same name , all existing images are replaced by imported images with the same name. When you import a ZIP file containing more than one object, they are unpacked individually.
	Click Publish to make the object ready for use, and visible to other users. You do not need to publish Process Objects. They are available as soon as you save them. If you republish an object that is being used by another user, all running instances are migrated to the newly published object. If, however, all running instances are not migrated, the old definition is used To stop some objects, like guides, from being used with an older definition, click Restart on a running guide to use the new definition. If you want other users to use only your newly published guide, click Terminate Running Guides at the bottom of the Details area. This stops all instances of that guide. If you publish a process that uses Salesforce, and the process is invoked by its URL, you must have a published Salesforce connection to invokes a process.
	Click Unpublish to make an object unavailable and no longer visible to users. If the object is being used by others when you unpublish it, it remains available to them until the process stops running. If you urgently need to stop other users from using a running guide (but not a running process) click Terminate Running button at the bottom of the Details area.
	Use the Find Design field to search for text that matches what you enter. This text can be part of an object's name or an object's description. After you type three letters, you see a list of objects containing this text. As you type additional letters, irrelevant objects no longer appear.
	Settings only apply to guides created within Guide Designer. Click Settings to view a dialog box where you can select a theme or upload an image. Following is a screen shot of the Theme tab: When you select a theme, the way the guide page displays changes. You can edit the way a theme appears by altering the CSS (Cascading Style Sheet) that it uses. For more information, see Customizing Themes. If you select Mobile Theme for a guide, your users will only see the guide when they access it from a mobile phone browser. Use the Images tab to upload images that you can place in steps. The following is a screenshot of the Images tab The fields within this dialog box are: Search area: Use the top-left field to find an image using text that you enter in the Title or Description fields. Use the right text box to type a tag that was used to label an image. As you type a tag's text, you will see tags that match what you are typing. URL : The URL for the imported image. Title : A title for the image. Description : Text that describes the image. Tags : If you have many images, associate each image with a tag. For the image in the above figure, the tag is 'flowers'. Browse : Click this button to select an image on your computer. After you select and confirm your choice, the image appears here. To delete an image, place your cursor over the image, and then click the small red "x" that appears on it. Some applications may display a Permissions tab, as shown below: The fields within Permissions dialog box are: Administrator: Administrators have complete access to guides. They can create guides, run guides, and use the Permissions tab. Only administrators can see and use the Terminate Running Guides . This button appears in the upper-right panel of the Guides pane. Guide Creator: Guide Creators can create and run guides. However, they do not see the Permissions tab. Guide User: Guide Users can only run guides. The Administrator field is mandatory. The Guide Creator and Guide User fields are optional. Also, you cannot enter a user name here.
	Select either List or Icon from this list to change how information about objects is displayed. Most figures in this area of the page display in the Icon view. The List view, of which a portion is seen here, displays information about objects in a more compact format.

Using the DesignHome

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