Managing Your Favorites List
Users can add pages to their Favorites list in order to return to the page without having to search for it. This is an easy way to get to pages that you regularly work with.
Favorites consist of the selected View and Filter options from your desired page. You can create multiple Favorites from the same page that each contain unique View and Filter settings.
The Favorites icon displays at the top of the Navigation Bar, and when you click it, you will see your list of saved pages. From here you can click a page name and go directly to that page in the system.
Saving a Page to Favorites
When you find that you use a page regularly, you can save that page (with the displayed View and Filter) to your list of Favorites. While saving the page to Favorites, users can change the page name, add unique folders as needed, and choose whether or not to use the existing View and/or Filter.
Steps to save a page to Favorites
Step | Instruction | Screenshot Help/Example |
|---|---|---|
1 | Access the page you want to save and set the desired View and Filter. |
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2 | Click the Add to Favorites icon in the top left corner of the page. | 
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3 | The Favorites form will open with default values for the page. Complete the following fields: Page URL - This is the system generated URL for the application page. Page Name - Leave the default page name (with view and filter) OR change it. Folder - Select the Favorites folder where you want the page to be listed. To add a new folder, see Adding New Folders in Favorites. Use View / Use Filter - Check or uncheck the boxes to use (or not) the view/filter currently assigned to the page. When checked, the view/filter is assigned with the page to Favorites. | |
4 | Click OK. |
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5 | View the page in your Favorites. |
The page name you save as a Favorite displays in the header for the page when you access it from Favorites.
Adding New Folders in Favorites
You can create a folder hierarchy for your list of Favorites where you can save multiple folders for your saved pages. The steps below use the Add Page to Favorites applet. You can also add new folders using the Organize Favorites applet. See Organizing Favorites.
Steps to add new folders in Favorites
Step | Instruction | Screenshot Help/Example |
|---|---|---|
1 | While saving a page to Favorites in the Add Page to Favorites Form, click the Create Folder button. | |
2 | The Create Folder Form displays. | |
3 | Complete the following fields: Folder - Enter the unique name for the new folder. Create in - Select where in the Favorites' hierarchy to place the new folder. |
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4 | Click OK. |
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Organizing Favorites
When you save a page to your Favorites, the new page will be added to the list in the order saved. As this list grows, you will find it helpful to organize the contents into folders. You also may need to delete items or move them around.
Steps to Organize Favorites
Step | Instruction | Screenshot Help/Example |
|---|---|---|
1 | Click the Favorites icon in the Navigation bar. | |
2 | The list of Favorites displays. Click Organize. |
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3 | The Organize Favorites displays showing all folders and pages added to the folder hierarchy. To organize, complete the following actions as desired: To change Page or Folder names or placement in Folders - Click the page or folder and click Edit. To Add a Folder - Click Add. Enter the folder name and select where you want it to be. To Delete a Page or Folder - Click the page or folder and click Delete. To change the order of Folders or Pages - Select the page or folder and click Up or Down. |
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4 | Click Close. |
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Watch Favorites Video
Administration of FavoritesFor Users to have access to Favorites, the Administrator will give Read permissions for the SHOW_FAVORITES Security Group. |
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