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This blog post is the second in a series of technical tips about the SolidWorks User Interface. Call the series "Everything you wanted to know about -----, but were afraid to ask". The first few posts will be about the various types of toolbars available in the system. This post is about the SolidWorks "Menu Bar".

 

The Menu Bar

The menu bar is the top-most portion of the SolidWorks application window (first introduced with SolidWorks 2008). The menu bar replaces the traditional Microsoft windows banner shown on most applications. Feedback from most users is that they want to maximize the amount of space for their model, so making use of this space makes sense instead of it being wasted on only the document name and windows controls. This practice is also starting to become fairly common with other applications like Microsoft Office 2007 and Apple iTunes also taking this approach. The image below shows what the Menu Bar looks like:

menubar.jpg

 

There are multiple areas within the Menu Bar as follows:

 

Logo/Menu Area: By default, the traditional Microsoft menus are hidden from view. In our research with customers through visits and focus groups, we found that most users only want to use the menus for uncommonly used functions. They prefer to access commonly used functions through other approaches such as toolbar buttons and shortcut keys. For these users, the menus don't always need to be present and more room can be made available on the menu bar for toolbar buttons. To access the menus, you can simply move your mouse over the logo and the menus fly out to the right. If your mouse moves over the menus, they stay up so you can select a menu item. If you exit the logo area from the bottom, the menus will disappear (so you can more easily access the rest of the menu bar if you didn't intend to use the menus). If you click on the logo area instead of just hovering over it, the menus will fly out and "stick" out until you either choose a menu item or click elsewhere to dismiss the menus. Below is an image of the Menu Bar with the menu "flown out":

menubar-unpinned.jpg

Of course, not all users like the menus to be hidden all the time or do not like the flyout behavior, so you can make the menus permanently visible by selecting the push pin at the right end of the menus. Below is an image of the Menu Bar with the menus pinned.

menubar-pinned.jpg

Note that the flyout behavior of the menus has been improved in SolidWorks 2009 SP04. If you like the idea of the flyout menus, but they would fly back in unexpectedly when you were using them, you may want to give the unpinned behavior another try. Specifically, improvements were made so the menus do not fly back in as often when your mouse moves from the logo area to the menu area or when your mouse rides along the top of the menu (when the SolidWorks application is maximized).

 

Standard Microsoft keyboard navigation of the menus still works with these SolidWorks menus, regardless of whether or not they are pinned. When you hit the Alt key to navigate, the menus will first flyout if they are not pinned, and you can navigate further from there using the underlined letters or arrow keys. Some users leave their menus unpinned and then use the Alt key as a hot key just to get the menus to fly out and then use mouse navigation from there (it saves a little mouse movement/dance over to the logo and then to the menus). Note that SolidWorks respects the Microsoft setting under Display Properties, Appearance, Effects to hide/show the underlines on the menus.

 

Toolbar Area: There is a section on the menu bar where toolbar buttons can be added and by default, this area replaces the "Standard" toolbar from SolidWorks 2007 and previous versions. Buttons are added/removed from here in the same manner as any regular toolbar; simply drag and drop from the Tools, Customize, Commands dialog. Note that the icons in this area are always 16x16 pixels and purposely do not change with the "Large icons" setting used for other toolbars.

 

Document Name: The currently active SolidWorks document name is shown in the blank space in the middle of the menu bar.

 

Search Box: The SolidWorks Search box is used for searching for SolidWorks models and other documents.

 

Help Button: The icon portion of the button brings up the main SolidWorks Help. The flyout arrow gives access to all of the menu items on the regular SolidWorks Help menu.

 

Window Control Buttons: The standard windows functions of Minimize/Maximize/Restore/Close are present on the right of the menu bar.

 

If users see anything I have missed about the Menu Bar in this blog post, please comment and I will try to update the blog.

 

The following are previous blog posts about toolbars:

      Regular Toolbars

 

The next few topics in the series about toolbars will be:

The CommandManager

The Heads-Up View Toolbar

Toolbar Flyouts

The Shortcut Bar ('S' key)

Context Toolbars

 

Enjoy,

Wilkie

 

Copyright © 2009 Dassault Systèmes SolidWorks Corp. All rights reserved.
Do not distribute or reproduce without the written consent of Dassault Systèmes SolidWorks Corp.

This blog post is the first in a series of technical tips about the SolidWorks User Interface. Call the series "Everything you wanted to know about -----, but were afraid to ask". The first few posts will be about the various types of toolbars available in the system. This started as one comprehensive post about toolbars, but turned out to be too long so I have split it up. The first post will be about "regular toolbars".

 

Regular Toolbars

SolidWorks has always strived to follow Microsoft standards and since SolidWorks 95 has supported "standard" Microsoft toolbars. I put standard in quotes because Microsoft has enhanced their toolbars over time, yet have not provided those enhancements in their standard toolbar toolkit. Our programmers have had to program such enhancements into the SolidWorks toolbars over the years so you won't see a one-to-one behavior of SolidWorks toolbars to Microsoft toolbars (the amount of functionality you get with Microsoft toolbars varies between different Microsoft application anyway; the Office suite having the most advanced toolbars up until they removed them in Office 2007). For the rest of these toolbar posts, I'll call these "regular toolbars" since standard can be used to mean many things and is also the actual name of one of the regular toolbars in SolidWorks. For clarity, the following is the Curves toolbar which is an examples of a regular toolbar:

 

      CurvesToolbarSmall.gif

 

Toolbar visibility: The visibility of each of the regular toolbars is stored four different times; one visibility state for each document type (part, assembly, and drawing) and one state for when no documents are open. We've seen reports on the user forum where a user will say that the visibility is being controlled differently for different documents of the same type (for instance, 2 part documents). I am not sure how this could be possible since this visibility information is stored in the registry, not inside the documents. Certainly if it is repeatable, it should be submitted through their technical support representative.

The visibility of toolbars is controlled in the following places:

    • Using the right mouse button shortcut menu on the SolidWorks application/toolbar border.
    • View, Toolbars on the top level menus.
    • Tools, Customize, Toolbars

 

Toolbar position:Regular toolbars can be docked along the top, bottom, left or right of the SolidWorks application frame or undocked. There are a couple of exceptions of toolbars that contain horizontal controls (like the layer and web toolbars) that can only be docked on the top or bottom. When undocked, the shape of the toolbar can be changed to some extent (the separators in the toolbars force grouping and sometimes limit how you can shape the toolbar). The position of regular toolbars is stored in the registry once for each toolbar. We sometimes get requests for "locking" the toolbars into a particular position because the toolbars move around. Theoretically, the behavior should be that they are "naturally" locked in place unless they MUST move due to something else happening. Events that can trigger the toolbars moving are: 1) The SolidWorks window is resized down so small that it must push the toolbars together (eliminating empty space). 2) another toolbar becomes visible that is trying to occupy the same space - this can happen if you are trying to layout toolbars between different document types and put the same toolbar in two different positions between document types - remember, one single toolbar can only be in one position across the different document types. In past releases, we received a lot of complaints about toolbars moving around, but we have been diligent about fixing problems where this occurs unexpectedly so it really should not happen outside of the cases mentioned above (and perhaps for older API/Add-in toolbars mentioned below). Toolbar chevrons, as detailed below, were introduced in SolidWorks 2004 and further enhanced in SolidWorks 2005 and eliminated the problem of toolbars "jumping" to other rows/columns when the SolidWorks window was resized.

 

Toolbar size: There are two different sizes of toolbar buttons; small (16x16s pixel per icon) and large (24x24 pixels per icon). You choose between the sizes in Tools, Customize, Toolbars. As an example, the Tools toolbar is shown in both small and large size below:

 

ToolbarSmall.gif

ToolbarLarge.gif

 

Toolbar chevrons:If the SolidWorks window is resized down to a size such that all the toolbars on a row can not physically fit, each toolbar starting from the right/bottom are truncated and the truncated buttons are accessed through a chevron at the end of the toolbar. Below is an example of the Tools toolbar shown with the chevron expanded:

 

ToolbarChevron.gif

 

Customizing toolbars:You can add/remove buttons from toolbars by going to Tools, Customize, Commands tab and dragging/dropping toolbar icons on/off the toolbars. You can also remove buttons or move them between toolbars by using Alt-drag on the buttons at any time (without being in the Tools, Customize command). You are not restricted to putting buttons on the toolbar on which they are defined in the customize dialog. Any button can go on any toolbar. You cannot at this time make your own, blank toolbar. Most users who want a new toolbar simply take a toolbar they are not using otherwise, remove the buttons from it, and add the buttons they desire onto it. You can also add toolbars through the API as mentioned below.

 

API/Add-in Toolbars

Third party programmers and users with programming skills can program their own toolbars through the API. There have been various methods for creating toolbars through the API over the years. We suggest using the very latest "ICommandManager Interface" APIs which use the same underlying architecture as the regular toolbars in SolidWorks and provides the same customization ability to the end user. A complaint that comes up on the user forum somewhat regularly is that a third party's toolbar cannot be customized or used in the SolidWorks CommandManager. Unfortunately, this is because the add-in is using older toolbar APIs and must be upgraded to the ICommandManager Interface to take advantage of customization and the CommandManager. Please ask the maker of the add-in to upgrade their implementation if you want to customize the toolbar or use the buttons from it in the CommandManager or on other toolbars.  The older API toolbars also exhibit positioning problems occasionally and we advise using the new toolbar APIs as the code and architecture for these is more up to date.

 

If users see anything I have missed about regular toolbars in this blog post, please comment and I will try to update the blog.

 

The next few topics in the series about toolbars will be:

Technical Tip: SolidWorks Menu Bar

Technical Tip: SolidWorks CommandManager

Technical Tip: SolidWorks Heads-Up View Toolbar

Technical Tip: Flyout Tool Buttons

Technical Tip: Shortcut Bars ("S" Key)

Technical Tip: SolidWorks Context Toolbars

 

Enjoy,

Wilkie

 

Copyright © 2009 Dassault Systèmes SolidWorks Corp. All rights reserved.
Do not distribute or reproduce without the written consent of Dassault Systèmes SolidWorks Corp.

Hi All,


Welcome to the new User Interface blog. Tom Spine and I will be the primary contributors to this blog, but we likely will have "guest bloggers" from the SolidWorks User Experience Design and User Interface Development groups. We already have many ideas for blog subjects, but we would like to hear your ideas on what types of blog subjects relating to user interface would help you day to day in your use of SolidWorks. Please post comments back to this blog post with your ideas and we will add them to our list for future blog posts.

 

That's it for now. Short and sweet.

 

Thanks,

Wilkie