Favorites

A favorite creates a shortcut for you to quickly access a customized view of specific screens without having to navigate through the menus. This is particularly useful if a screen is not on the Global Navigation Bar.

You access favorites from the star button on the Global Navigation Bar. They are arranged in groups according to the accessibility option selected. Favorites available only to you are at the top of the list, followed by favorites available to your role and then system favorites (available to everyone). 

This article includes the following:

Save Favorites

You use favorites and views together to save your most used screens as favorites and then create your most often used views of those screens. For example, you can create a favorite with all your European sales accounts. Set the filters and arrange the columns in your preferred order on the Accounts screen, then save the screen as a favorite. From there, you can change the filters to create individual views for the favorite. For example, you can create views for all accounts in France, all accounts in Germany, etc. See Views for more information.  

To save a favorite:

  1. Navigate to the screen you want as a favorite. 
  2. Click the Favorites (star) button from the Global Navigation Bar.
  3. Select Save as New Favorite. The Save Favorite screen opens.
  4. Enter the necessary information:
    • Favorite Name - Name that appears in the Favorites menu.
    • Sort Sequence - Order the favorite displays in the Favorites menu.
    • Favorite is accessible to - Select who can see and use the favorite:
      • Only One User - If selected, only you can see and use the favorite.
      • Everyone - If selected, all users can see and use the favorite. This is called a System Favorite. 
      • Users with Roles - If selected, only users assigned to the selected role(s) and/or the users selected in the drop-down can see and use the favorite.
  5. Click OK. 

Send Favorites to Others

You can share your favorites with other users. To send a favorite to another user:

  1. Click the Favorites (star) button from the Global Navigation Bar.
  2. Select Send Favorites. The Send Favorites screen opens.
  3. Select the favorite(s) to send from the Favorites drop-down.
  4. Select the user(s) to receive the favorite(s) from the Users drop-down. 
  5. Click OK. If the user(s) receiving the favorite(s) is logged into Momentus Enterprise, the user needs to select Refresh Favorites from under the Favorites (star) button on the Global Navigation Bar to see the new favorite in the list.

Manage Favorites

You can edit the information for your favorite using Manage Favorites.

  1. Click the Favorites (star) button from the Global Navigation Bar.
  2. Select Manage Favorites. The Favorites screen opens.
  3. Right-click on a favorite.
  4. Select Edit. The Edit Favorite screen opens.
  5. Update the necessary information.
  6. Click OK.

Delete Favorites

You can delete favorites from Manage Favorites. Once you delete a favorite, you cannot recover it. To delete a favorite:

  1. Click the Favorites (star) button from the Global Navigation Bar.
  2. Select Manage Favorites. The Favorites screen opens.
  3. Right-click the favorite to delete.
  4. Select Mark for Delete.
  5. Click Save.

System Favorites

System favorites are favorites available to all Enterprise users. These are usually created and maintained by your system administrator. To create a system favorite: 

  1. Navigate to the screen you want as a system favorite. 
  2. Click the Favorites (star) button from the Global Navigation Bar.
  3. Select Save as New Favorite. The Save Favorite screen opens.
  4. Enter the necessary information:
    • Favorite Name - Name that appears in the Favorites menu.
    • Sort Sequence - Order the favorite displays in the Favorites menu.
    • Favorite is accessible to - Select Everyone. This allows all users to see and use the favorite.
  5. Click OK. 

Favorite Security

All users can add, update and delete their own favorites. Adding, editing and deleting system favorites is controlled by the Allow Add/Edit/Delete System Views and Favorites access privilege. Roles and/or users assigned to this privilege can add, edit and delete system favorites. If no roles or users are assigned to this privilege, it is considered inactive and all users can add, edit or delete system favorites.

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Comments

12 comments

Date Votes
  • Kris Corrigan

    Hi

    Is there a way of viewing other users favorites as system admin.

    Thanks

    Kris

    0 upvotes

  • Carrie Spalding

    Hi Kris!  There's actually a window called Favorites, where Admins can view all saved favorites by a user, role, etc.  Just search Favorites from the Main Menu, and it's under System Administration.

    Thanks,

    Carrie

    0 upvotes

  • Kris Corrigan

    Hi Carrie

    Thanks what about the V19 favorites?

    Regards

    Kris

    0 upvotes

  • Carrie Spalding

    Hey Kris! I've done some digging and to the best of my knowledge, there isn't a way to view v19 Favorites, only v20.  v19 Favorites are stored locally so there isn't a master list of them in the software.

    Thanks,

    Carrie

    0 upvotes

  • Sean Tame

    Hi Kris,

    If you are just after a list of the favourites and their details, this is stored in the User Menu table.  You could write a script/report to get to this if it helps.

    0 upvotes

  • Brooke Adamson

    Hi,

    With the limited V19 screens available (I'm in 20.94 K) how can someone get access to their V19 favorites to remove them? Is there a time when these will be removed like other V19 links?

    Thanks,

    Brooke

    0 upvotes

  • Sean Tame

    Hi Brooke,

    From the Global Nav Favorites dropdown, there is an "Organize Favorites (v19)" option.  Would that do it?

    1 upvotes

  • Brooke Adamson

    This doesn't look available in 20.94 K anymore. I have full system admin rights and I don't have that option. I also double checked the access exceptions and didn't see it listed there either.

    0 upvotes

  • Maggie U.

    Hi Brooke,

    Organize Favorites (v19) is still in v20.94 and v20.95. Check for element ID 1216. That's the one you'll need to give access to. You can check the Role Access screen to make sure that there isn't a Deny on it for any of the roles you are assigned to as that would prevent it from showing for you, even as an administrator.

    I'll also send your question about if v19 favorites will be removed to our Product Management Team to see what their plan is in the future.

    Thanks,

    Maggie

    0 upvotes

  • Brooke Adamson

    Hi Maggie - I'm still not seeing it. Here's the role access for my role: https://www.screencast.com/t/cgKkzVKo

    I'm a full system admin in the system and have all features assigned to me: https://www.screencast.com/t/cgKkzVKo and I still don't see it: https://www.screencast.com/t/yYGaCutt8Ri

    Thanks,

    Brooke

    0 upvotes

  • Maggie U.

    Hi Brooke,

    That's definitely odd since I see it on my end. I'd recommend entering a ticket so our Client Care Team can take a closer look and can more easily troubleshoot the problem. 

    I also heard back from our Product Management Team about the removal of the v19 favorites. They said they will be removed in .96.

    Thanks,

    Maggie

    0 upvotes

  • Brooke Adamson

    Great, thanks for the update.

    0 upvotes

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