Favorites (Administration)

Manage all the favorites in your organization’s Phocas site.

User permission: Administration > Favorites

Watch this Phocas Academy video: Manage favorites

Related page: Subscriptions (Administration)

Favorites can be saved by users when they want quick access to particular grid views or charts. As an administrator, you can manage all of those favorites.

Click Administration > Favorites. The Favorites page displays a list of all your favorites, including those you saved and those that were saved by other users. You can see details such as the database and folder in which the favorite was saved, and the user who saved it (owner). You can also see the last time the favorite was opened, which is useful when deciding if it can be deleted. You can filter the list by Database, Folder or Owner, or search for a specific favorite.

Share a favorite

On the Favorites page, select the row of the favorite > click Share > select the required sharing options > click Save.

For more information on sharing favorites in general, see Share a favorite. For information on managing an individual user's favorites, see the user maintenance form > Favorites tab.

Delete a favorite

You can permanently a favorite if it is no longer required. This action cannot be undone. You can delete multiple favorites at the same time (left-click and drag to select the required rows).

On the Favorites page, select the row of the favorite > click Delete > Yes.

Allow users to share favorites

You can control whether users can share favorites. See User permissions > Collaboration.