Configuration and Administration
Configuring User Favorites
This page is accessed via Configuration and Administration > Preferences > User Favorites. Then click New Favorite.
Favorites allow you to limit initial Search results so that your favorite results are displayed first. For example, you can create a favorite for locations. In that favorite you specify the top 10 locations which you use on a regular basis. Then whenever you use Search the system fist displays those 10 locations. If you want to find a different location you are given the option to search for more locations.
Note: After saving your new favorites, you must click Save Favorites for them to take effect.
The table name for which you are modifying favorite records appears at the top of the page. The current favorite record IDs appear in the grid below the table name.
Adding a New Favorite
- Click New Favorite.
- Choose a Table Name from the list.
- Enter an ID and click Save. The type of ID available changes depending upon which table name you selected. Repeat this step for additional records that you want as favorites.
- Click Save.
- Click Save Favorites on the User Preferences/Favorites page.
Note: After saving your new favorites, you must click Save Favorites for them to take effect.
Deleting a Favorite
Deleting Favorites for an Entire Table
- To delete a "table" from the list, click Delete next to the far right of the table in the grid.
- Click Delete.
- Click OK in the pop-up or Cancel to close without deleting.
- Click Save Favorites at the bottom of the page.
Delete a Single Favorite from within a Table
- To delete an "ID" from the list, click Edit next to the far right of the table in the grid.
- Click Delete.
- Click OK in the pop-up or Cancel to close without deleting.
- Click Save at the bottom of the page.
- Click Save Favorites at the bottom of the page.
Note: After saving your new favorites, you must click Save Favorites for them to take effect.
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