Adding a Favorite Canvases panel

You can add your favorite canvases to your dashboard as a panel. This is useful when you want to access your most frequently visited Canvases, or an important team-shared Canvas, and so on.

About this task

Add a Favorite Canvases panel on your OpenPages® dashboard by choosing canvases from objects that you want.

Procedure

  1. On the Home tab, or any custom tab, click Configure tabs and panels.
  2. Select Panels.
  3. Click New Panel.
  4. Select Favorite Canvases in Panel Type.
  5. Enter a Label. The label displays as a title for the panel.
  6. Click Done.
  7. Click Save.
    The new panel displays on the tab. Canvases that are already marked as a favorite are listed.
  8. To mark a canvas as a favorite:
    1. Click Primary menu Primary menu icon, expand a category, choose an object type, and open an object. For example, open a business entity that you frequently need to access.
    2. Click the Canvas Canvas icon in an object's task view icon in the toolbar.
    3. Open an existing canvas, or create a new one, from the side panel that you want to add as a favorite. For more information on creating a new canvas, see . Visualizing risk and compliance using Canvas.
    4. Click favorites star.
      The favorites star becomes solid black.
    5. Go back to the tab.
      The canvas you marked is listed in the favorites panel. You can click the canvas name in the favorite canvases panel to view the canvas or edit it.
  9. To unmark a canvas as a favorite, open the canvas and click favorites star (active).