Adding a favorites panel

Configure a favorites panel on the Home tab or a custom tab to display objects that are marked as favorites.

About this task

The first column in a favorites panel is object name. The second column is configurable, where it can be an object's description, folder location, or object type. You can define multiple favorites panels, each with a different field defined as the second column.

Objects are sorted by the timestamp when objects are marked as a favorite.

A maximum of 20 objects can be marked as favorites.

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 Objects in Panel Type.
  5. Enter a Label. The label displays as a title for the panel.
  6. In Second Column define what field is displayed in the second column of the favorites panel.
    The second column can be:
    • Description
    • Folder
    • Object Type
  7. Click Done.
  8. Click Done.
    The new panel displays on the tab. Objects that are already marked as a favorite are listed.
  9. To mark an object 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 favorites star.
      The favorites star becomes solid black.
    3. Go back to the tab.
      The object you marked is listed in the favorites panel.
  10. To unmark an object as a favorite, open the object and click favorites star (active).