3Watchlist

This chapter contains the following:

Overview of Watchlist

Use the Watchlist to track important business objects and open the pages where you work on those items. Items are organized into categories, and the Watchlist tells you how many of each item you have. For example, in the Expenses category, one Watchlist item is the Reports awaiting submission link. You can click the link to open the Expenses work area, and edit and submit those two expense reports. To open your Watchlist, you can click the Watchlist icon in the global header, only if your default home page layout is Panel or Banner.

Personalization

Aside from using predefined Watchlist items, you can create your own items, based on saved searches. You can use the Watchlist page in the Set Preferences work area to determine which categories and items to show or hide in your Watchlist.

Create Watchlist Items

Some saved searches are available for you to use as Watchlist items. Open a page that has saved searches and the Manage Watchlist button enabled. All saved searches from this page that you designate as Watchlist items would appear within one predefined Watchlist category.

Use Saved Searches as Watchlist Items

Follow these steps:

  1. Create a saved search or decide which existing one to use as a Watchlist item.

  2. Click Manage Watchlist.

  3. Select the saved search you just created or any other that you want to use as a Watchlist item.

Remove Saved Searches from the Watchlist

To remove a Watchlist item based on a saved search, deselect it in the Manage Watchlist dialog box.

If you deleted the saved search first, then also deselect it from the Manage Watchlist dialog box. Otherwise, it remains in the Manage Watchlist dialog box and your Watchlist until the next refresh.

FAQs for Watchlist

How can I rename Watchlist items?

If the item is your saved search, then rename the saved search itself. The Watchlist item name gets updated the next time that the Watchlist refreshes.

You can't rename predefined Watchlist items yourself. You can ask your administrator to do so, but the changes apply to all users.

Why is the count different between a Watchlist item and the page that the item link takes me to?

Watchlist item counts are refreshed periodically. Relevant records could have been created, edited, or deleted since the last refresh.