Changing Task Builder Display Options

Overview


The "look and feel" of the Task Builder can be modified in a variety of manners. The Ribbon interface can be altered to exhibit the classic menu/toolbar display found in legacy systems. Task steps can be viewed in AML format or in easy to interpret plain text. In addition, particular elements such as step numbers, icon sizes and text appearance can be individually tailored to fit a user's personal preferences. All modifications can be reverted back to default with just a few mouse clicks.

Switching from Ribbon to Menu/Toolbar


By default, the Task Builder is outfitted with a radically new Ribbon interface designed to increase efficiency and make it easier for users to view features as well as access the most sought-after controls in order to get their work done faster. Conversely, users that prefer the original menu/toolbar style can easily revert back to such a display.

To switch appearance from Ribbon to Menu:

  1. Click the Application button located on the top-left corner of the Task Builder.

  2. From the menu that appears, click the Preferences button to open the Preferences dialog.

  3. From the General tab, toggle the option Use Menu/Toolbar Interface located under the Interface parameter.

  4. To revert back to the Ribbon interface, follow the above instructions and toggle Use Ribbon Interface located under the Interface parameter instead.

Switching from Visual to AML View


The Task Builder offers two ways in which to view the steps of a task. The default appearance displays a plain-English, easy to comprehend text description of each step. They can also be displayed in AML (AutoMate Markup Language) format, which is the internal program language encompassed in AutoMate. When set to this view, those who understand AML can edit their code directly from the Task Builder's Steps pane or copy the code onto an external text editor such as Notepad.

To switch from plain text to AML:

If using the Ribbon interface...

  1. Select the Home tab

  2. From the View command group, select AML to switch to code view or Visual to switch to plain text view.

If using the Menu interface...

  1. Go to the View menu

  2. Select AML to switch to code view or Visual to switch to plain text view. This option is set to Visual by default.

To edit code in AML view:

  1. From the Steps pane, select the step to edit.

  2. Click the step again to make the code editable.

  3. Make the appropriate changes.

Changing the Steps Display


By default, numbers are displayed for each step in the Task Builder's Steps pane along with an icon designating the type of action used. Also the text (or AML code) that appears in the Steps pane is word wrapped by default allowing all text to be visible in the window regardless of its size. Nonetheless, these options can be customized according to each user's preference.  

To turn Word Wrap off /on:

If using the Ribbon interface...

  1. Select the Home tab

  2. From the Layout command group, click the Word Wrap button to toggle Word Wrap on/off.

If using the Menu/Toolbar interface...

Or

To disable/enable step numbers :

If using the Ribbon interface...

  1. Select the Home tab

  2. From the Layout command group, click the Step Numbers On/Off button to toggle step numbers on/off.

If using the Menu/Toolbar interface...

Or

To change how icons are displayed:

If using the Ribbon interface...

  1. Select the Home tab

  2. From the Layout command group, click the Icon Size button to toggle between No icon view, Small icon view and Large icon view.

If using the Menu/Toolbar interface...

Or

Resetting the Task Builder Interface


To reverse the changes made to the Task Builder interface, you can reset to the default settings. This returns all views, toolbars, and options to their original configuration.

To return the interface to the default configuration:

If using the Ribbon interface...

  1. Click the Application button on the top left corner of the window.

  2. Select Tools -> Reset

If using the Menu/Toolbar interface...

See Also

Setting Task Builder General Options

Viewing and Hiding Panes in Task Builder

Customizing the Available Actions Pane