Favorites - Home

Overview

Updated 07/06/2021

The Home page of the Favorites menu displays preferred elements organized into groups. The groups contain elements such as employees, customers, users, and contacts.

Search Field Chooser

The field chooser menu controls what information and columns are displayed for the search results. Columns can be clicked and dragged to display in any order.

Field	Description
Date Entered	The date the group was created
Entered By	The user that created the group.
EntityType	The types of elements in the group - employees, customers, etc.
FavoriteGroupID	A unique numeric identifier for the group.
GroupName	The name of the group.
GroupStatus	The status of the group - active or inactive.
RootGroupName	The name of the group's parent (if applicable.)

Groups in the Favorites section can be viewed in various ways depending on the section item you are on.

Search Favorites

1. Navigate to the Home item of the Favorites section.
   
   
   
   
2. From the Home item of the Favorites section, search for your group from the search fields at the top of the page. Opt to search by Group Name Search or Group ID Search in the Search Type field.
   
   
3. After finding a group, double-click the grid entry to navigate to the Detail item of the Favorites section.
   
   
4. Click and drag the column header to the field directly above the grid to sort search results. This reorganizes the info on the grid according to column header you select.

Search Option Slide Panel

Searches can be customized from the Search Option tab on the far-right hand side of the page. The options under the Search Option tab are: 

Only Show

The Only Show options limit search results to specific criteria. Once search criteria have been selected, a search can be performed to return filtered results.

 

Show Child

This features the Show Child checkbox. Checking the Show Child will produce search results for child groups as well as parent groups.

Actions

The Actions section provides printing and exporting options. Once search results have been generated, the results may be sent to a printer as an image or exported in Microsoft Excel format. 

Print

Action	Description
Preview Before Printing	Checking this box prompts a preview of the page once Print Search Results has been clicked.
Fit width to pages	Determines the width of the printed grid.
Print Search Results	Sends the search results to the computer's default printer.
Export to Excel	Prompts the computer to open the search results in Microsoft Excel.

 

Add/Edit Favorite Group

1. Navigate to Main Menu > Favorites > Home section.
   
   
2. Click the New Favorites button on the right-hand corner of the window. This displays the Add/Edit Favorite Group tab of the Add/Edit Favorite Group wizard.
   
   
   
   
3. On the Add/Edit Favorite Group tab, populate the fields according to these definitions:
   
   

   Field	Description
   Name	Name for the new group.
   Description	A description of the new group.
   Status	Select a status for the group from the drop-down menu.
   Type	Select a type for the group from the drop-down menu (i.e., employee, assignment, etc.)
   Parent	In a hierarchical organization, the new group can be assigned as a "child" to a "parent" organization.

4. To share the group with other users, click the My Branch Users button to share the group only with users from your branch and/or click the My Supplier Users button to share the group among all users at your supplier.
   
   
5. Following data entry, click Next to continue. The Add Favorite Group Items tab will display enabling the addition of favorite elements such as employees and assignments.
   
   
   
   
6. To add an element, note the element that has auto-populated in the Type field.
   Note: The Type field will default to the value entered on the Add/Edit Favorite Group.
   
   
7. Filter the search by selecting a specific type of element from the Search Type drop-down menu.
   
   
8. Type text and click the drop-down menu in the Search Text field to find a specific element. 
   
   
9. Click on a specific element in the Search Text field to add it to the Favorite Group Items grid at the bottom of the window.
   
   
10. Following data entry, click Finish to save the new group.

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