Favorites

You can save display settings as favorite views. You can reload favorites and share them with other users.

Save a display as a favorite

Save a module's display settings as a favorite view. The favorite saves the following settings: filter, selected columns, sort order, and grouping.

The favorites only apply to the module in which they were defined.

To save the current display settings as a favorite:

  1. In the banner, click the Favorites button , and click + Save New Favorite.

  2. In the Save Favorite dialog box, enter the name for your favorite.

  3. To share the favorite with all users or with specific teams, select the relevant option.

    You can share favorites for editing, which allows other users to edit your favorites.

    Note:  

    • Users with the predefined Viewer role cannot share favorites.

    • To share a favorite for editing, you must have the Share favorite for edit by author permission enabled.

    For details, see Roles and permissions.

  4. Click Save.
  5. To generate a link to the current favorite, click the Favorites button and select Copy Link. The link is copied to your clipboard.

If you change the display settings of an existing favorite, and then save or load it, the Favorites button has a slash through it . To re-save the favorite with the current settings, in the Favorites menu, select Update Favorite.

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Manage favorites

You can manage your personal, team, or public favorites in the Favorites menu.

To manage favorites:

  1. In the banner, click the Favorites button and select Load/Manage. The Load/Manage Favorites dialog box opens.
  2. Select the type of favorites to show: My Favorites, My Team Favorites, or Workspace Favorites.

  3. Hover over a favorite and perform the following actions.

    Action Description
    Load Display the favorite view.
    Copy link Copy an internal link to a favorite.
    Share

    Share a favorite with a specific team or with all users. This is available for favorites that you own.

    The admin can share favorites belonging to any user, if the admin has the Share any favorite for edit permission enabled. For details, see Roles and permissions.
    Pin Add a public favorite to the My Favorites category. This is available for Workspace Favorites.
    Delete Delete a favorite. You can delete only favorites that you own.

Tip: To better organize or narrow down the list of your favorites, you can search, sort, or filter the list.

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Import and export favorites

You can export a favorite and share it with other users, or import it into other workspaces. Recipients can import the file so it appears in their Favorites menu. Exported files are in JSON format.

To export a favorite:

  1. Open the module in which you set the favorite.
  2. Click the Favorites button and select the favorite that you want to export.
  3. If you make any changes that you want to include in the export, save them using the Update Favorite option. An unsaved favorite is indicated by a line through the Favorites button.
  4. Click the Favorites button and select Export favorite configuration. The <favorite_name> .json file is downloaded.

To import a favorite:

  1. Click the Favorites button and select Import favorite configuration.
  2. Select a <favorite_name> .json file to import.
  3. Click Open. The favorite is added to your Favorites menu.

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See also: