How To: Custom Toolbar Icons

hmwillett · July 21, 2021, 3:01pm

Knowledge sharing, so other folks don’t have to struggle as long as I did to figure this out.

If you took the extended ed for app studio, there was a section where you can add a custom tool. In the lab, it has you enter “mdi mdi-van-utility” into the icon property. That’s all well and good, but what if you want something else?

~~I could not find a resource folder of sorts in the server folder, so on a whim I tried Google and found this website: https://iconify.design/icon-sets/mdi/~~

Epicor linked me to the website that they use internally. These should all work!
https://pictogrammers.github.io/@mdi/font/3.9.97/

You can search for an icon and use the name.

From what I can tell, it’s been hit-or-miss, but at least some of them are there!
Until I can get a defined list from Epicor, this will be my go-to.

So, to add the toolbar icon:

On a panel grid (or wherever), find the “Action Data” section. Sometimes it’s in “Advanced” sometimes not.
Enter an ID and description.
For the icon, enter “mdi” followed by the name of the mdi from the website. For example: “mdi mdi-note-outline”
Check the “Add to Primary Toolbar”
Save and test!

There’s no On-Click behavior *yet*, so you’ll have to wire up the event manually, using a trigger, hook, and referencing the control ID.

hmwillett · July 21, 2021, 3:13pm

Alternate note, if you want it by the save tool, go to the Detail page, click the header, and add it from there.

And then create a rule to hide it from the landing page (if you need).

hmwillett · July 21, 2021, 4:48pm

All your base are belong to us.

wcouch · July 21, 2021, 8:25pm

Thank you so much for sharing!

Randy · August 5, 2021, 8:14pm

This is a nice find! You can also add hover text:

phoenix · April 20, 2023, 3:38pm

Is it possible to hide custom Tool using widget i.e. property-set? DataRules sometimes are not enough.
(Asking because for me it doesn’t work via property-set)

hmwillett · April 21, 2023, 4:16pm

I can’t seem to get it to work.

Even THIS doesn’t work?! #SoSad

phoenix · April 21, 2023, 4:26pm

You have to keep searching for correct property name

zeelthakkar21 · August 9, 2024, 4:07pm

hey i added new tool email, now i want to redirect report link when i click on email icon how to do it?
please help thanks

valfrido_sales · June 26, 2025, 1:14pm

What if I want to add an link that takes me to a different application on Epicor? is there an easy way?

hmwillett · June 26, 2025, 1:34pm

app-open

timshuwy · June 26, 2025, 2:08pm

I have found this site to be really good because of the way that the icons are categorized. Searching through 1000s of images can be a daunting task to find that one that you want to use. I got to participate in this search when redesigning the Job Entry screen and its icons. Material Design Icons - Icon Library - Pictogrammers

hmwillett · June 26, 2025, 2:10pm

CTRL+F worked well for me.

timshuwy · June 26, 2025, 2:11pm

wondering if these two icons would work to turn off @Mark_Wonsil’s dad jokes?

Mark_Wonsil · June 26, 2025, 2:13pm

Anyone? A nibble? I’m all ears. Don’t make me stalk you.

DSMJET · June 26, 2025, 2:22pm

Awww Shucks

valfrido_sales · November 11, 2025, 8:56pm

I have used that in the grids setup and so far everything has been working fine. But now I have a dashboard I need to add these tool buttons there. Does it only work for Apps (like the “entry” ones)? not dashboards?

sp_Gagnon · November 21, 2025, 7:42pm

I have the same issue. did you manage to make it work ?