Manage favorites
Update your favorites as your needs change over time and share your favorites with your team for easier collaboration.
Last updated
Update your favorites as your needs change over time and share your favorites with your team for easier collaboration.
Last updated
After you save a favorite, other actions become available. These actions require additional user permissions.
Administrators with the Favorites permission can access the Favorites page, where they can manage all the favorites in your organization’s Phocas site.
User permissions: Save Favorites to edit your own favorites; Manage Favorites to edit favorites shared with you.
You can modify and re-save (overwrite) your own favorites. You can't overwrite a favorite shared with you, unless you use the Save as new favorite method described above.
You might want to change the name or description of one of your favorites or transfer the ownership so that another user can manage it. Changing the owner is especially important if you leave the business because if your Phocas account is deleted, the favorites you created will no longer be available to other users.
You can quickly edit a favorite's name, description, and owner from your homepage. Locate the favorite and click its menu button, then click Edit. Make your changes and click Save.
You can also edit these details from within the favorite, as described in the next section.
Editing the contents of a favorite is similar to saving a new one. For example, suppose you saved a favorite with a list of 10 key accounts and now want to add another account.
Open the favorite.
Modify that favorite as required. For example, you might select and focus on another dimension.
Click the blue arrow next to the favorite name and select Save.
Edit the favorite’s name, description, and other settings as required. Phocas recognizes you're modifying an existing favorite and displays these saved settings for you.
Click Save. The contents of the existing favorite are modified, but the other settings remain the same (unless you changed them too).
Favorites are a great way to add content to a dashboard. The favorite, which can be in a grid or chart view, is displayed inside a dashboard widget. See Add a favorite as a widget for steps.
Alerts are favorites that are configured with color coding to help you monitor performance against set targets. They are displayed on your homepage, where the color identifies items that require your immediate attention. See Use alerts for more information.
User permissions: Collaboration > Share with Folders and/or Share with Users.
Read the Sharing and folders page to learn about how sharing works.
Typically, you share a favorite when you create it. At the bottom of the Favorite window, select the checkboxes of the required folders and users, then click Save.
You can also share a favorite from your homepage. Locate the favorite, then click its menu button and click Share. In the Share window, select the required users and/or folders, then click Save.
You can generate a link for embedding a favorite into another website (such as an intranet, or another product) for authenticated users to view.
User permission: Favorites > Subscribe
Subscribe to favorites to receive email notifications whenever they're updated. See the Subscriptions page for steps.
User permissions: Save Favorites
You can delete the favorites that you create (own). On your homepage, locate the favorite, click its menu button, and then click Delete > Delete.
If you have many shared favorites cluttering your homepage, use the grid filters to remove them from view.
