Add or edit favorites in UI16

You can add, edit, or delete favorites for frequently accessed items in the application navigator.

Before you begin

Role required: none

About this task

Items you add as favorites appear in the favorites tab of the application navigator, represented by a star icon.
UI16 favorites in the application navigator favorites tab

Favorites also appear in the collapsed view of the application navigator as icons.

Note: Any bookmarks you created in a previous version of the UI are automatically converted to UI16 favorites. However, UI15 favorites are not converted to UI16 favorites and must be recreated manually.

Procedure

  1. Add a favorite in one of the following ways.
    OptionDescription
    Add a module as a favorite In the application navigator, click the star icon by a module.
    Add all the modules under an application as favorites In the application navigator, click the star icon by an application.
    Add a list as a favorite using the list context menu
    1. Open a list.
    2. Click the list context menu icon (List context menu icon) by the list title.
    3. Select Create Favorite.
    4. In the flyout, edit the name and icon as needed.
    Add a list as a favorite by dragging and dropping
    1. Open a list.
    2. Drag a breadcrumb to the Favorites tab of the application navigator.
    Add a record as a favorite using the form context menu
    1. Open a record.
    2. Click the form context menu icon (Form context menu icon) by the form title.
    3. Select Create Favorite.
    4. In the flyout, edit the name and icon as needed.
    Add a record as a favorite by dragging and dropping
    1. Open a record.
    2. Drag the record title to the Favorites tab of the application navigator.
    Add a different type of link as a favorite Drag a supported link type to the Favorites tab of the application navigator. You can drag any of the following links:
    • Breadcrumbs
    • Links in lists
    • Reports
    Note: You may not be able to create bookmarks with other types of links.
    Add a knowledge base article as a favorite
    1. Open a knowledge article.
    2. In the header at the top left, click the star icon.
    3. In the Create Favorite dialog box, edit the name and icon as needed.
    4. Click Done.
    You can add a different favorite for each view of a list or form.
    The favorite is added to the Favorites tab of the application navigator.
  2. To edit or delete a favorite, complete any of the following actions.
    OptionDescription
    Reorder favorites in the list
    1. At the bottom of the application navigator, click Edit Favorites.
    2. Drag a favorite to a new location in the list.
    3. Click Done or Edit Favorites.
    Customize the name or icon for a favorite
    1. At the bottom of the application navigator, click Edit Favorites.
    2. Click a favorite.
    3. Customize the name and icon as needed.
    4. Click Done or Edit Favorites.
    Delete a favorite
    1. Point to the favorite.
    2. Click the remove favorite icon (Remove Favorite icon).