Virtuoso Launcher Buttons are organized on Virtuoso Palettes.   Therefore, in order to create a Virtuoso Launcher Button, you must have created a Virtuoso Palette.   Virtuoso Launcher Buttons can reference either Worldox Find Templates or Web URLs.  

Create a Launcher Button using a Worldox Find Template

These instructions reference a Worldox Find Template.   In order to create launcher buttons using these instructions you must first have created a Worldox Find Template.   For more information on creating a Worldox Find Template visit:   Create a Find Templates

Note:   Worldox Find Templates should be created globally (for everyone) for use particularly with Worldox Enterprise.

Navigate to the palette in which you want to add a Launcher Button

Right click in the grey area and select "Add Launcher Button"

The "Add New Launcher" window will open

Begin at the top of the window:

Palette - This will default to the palette in which you are selected on when you right click and choose "Add Launcher Button"

Caption - This caption will appear under the launcher button, and will help to identify the button

Tool Tip Template - The tool tip template will appear when you hover over a Launcher button.   Most users will simply want to replace the "Documents" with the specific set of documents that you are creating the Launcher Button to find.   If you want to have the tool tip to reference the contact you are on in your CRM, leave the {!CONTACTDESCRIPTION!} in place.

Find Template Name - This field is used to reference a Worldox Find Template you will be using when the button is selected.   To navigate to a list of Find Templates, select the ellipses button next to the field.  

This will open the Choose WD Template window

You will navigate to the Find Template you wish to associate with that button, highlight it, and click "OK"

Search URL - This field is used to reference a web url.   If you are utilizing a Worldox Find Template, the Web URL for the associated Find template will automatically be populated to include the corresponding web url for your search.   You need not change this URL.

Note:  Worldox supports initiating searches using specially formatted hyperlink URLs.   Therefore, if you prefer creating the Web URL rather than relying on a Worldox Find Template, you can do so.   Further instructions for creating these Web URLs can be found here:   Launching searches using Worldox hyperlinks

Icon - Here you can select a meaningful icon for your Launcher Button by clicking on the appropriate icon.

Once you have completed these items, Select "OK".

Your Launcher Button will now appear on the Virtuoso Palette.

Note:   You can associate a particular Column Header with a Worldox Find Template to ensure that your columns align appropriately.   For instructions on saving a column header with a Find Template see the chapter on  Column Headers

Create a Launcher Button using a Web URL

These instructions reference creating searches based on utilizing a Website address.  

Navigate to the palette in which you want to add a Launcher Button

Right click in the grey area and select "Add Launcher Button"

The "Add New Launcher" window will open

Begin at the top of the window:

Palette - This will default to the palette in which you are selected on when you right click and choose "Add Launcher Button"

Caption - This caption will appear under the launcher button, and will help to identify the button

Tool Tip Template - The tool tip template will appear when you hover over a Launcher button.   Most users will simply want to replace the "Documents" with the specific set of documents that you are creating the Launcher Button to find.   If you want to have the tool tip to reference the contact you are on in your CRM, leave the {!CONTACTDESCRIPTION!} in place.

Find Template Name - This field is used to reference a Worldox Find Template you will be using when the button is selected.   If you do not wish to utilize a Worldox Find Template, simply leave this field blank.

Search URL - This field is used to reference the particular website you designate.   Simply copy and paste the Website address into the field:

Icon - Here you can select a meaningful icon for your Launcher Button by clicking on the appropriate icon.

Once you have completed these items, Select "OK".

Your Launcher Button will now appear on the Virtuoso Palette.

Note:   You can include the special code designation {!CONTACTCODE!} if your web url needs to reference the contact record from your CRM.