Minimum Version Required: 23.09
Steps
Adding a Favorite
1. Using Universal Search, navigate to any page in the system.
2. Users can filter and personalize the page anyway before adding it to the favorites.
3. Open the menu on the left side of Encompass (if it is collapsed) and click the 3 verticle dots at the top right corner of the side menu.
4. Click Add Favorite.
5. Enter a name for the Favorite page and click Save.
Viewing Favorites
Favorites are viewable in the menu on the left side, in the category that is always at the top called 'Favorites'.
Note: The Favorites category will not be shown if the current user has 0 favorites saved.
Removing a Favorite
Favorites can be removed by visiting the Favorites dashboard, using the universal search.
Users can view them all and remove them from the dashboard.
Best Practices
Setup and personalize the page the way the user wants before saving the Favorite.
Don't favorite a page that is part of an execution/process, as this may cause the process to run again every time you visit the favorite. For Example: the 'Execute Table Import' page should not be added as a favorite, but the view of table import just before clicking 'Execute' can be added as a Favorite.