Favorites help you quickly find and go to your most used Next Experience pages.

After you add favorites, they appear in the Favorites menu in the Next Experience Unified Navigation. You can customize how favorites appear in the menu by editing their names, icons, and colors, and their position in a folder structure.

Favorites menu with favorites customized and organized into groups

Add favorites in Next Experience

Find and go to your most used pages quickly by adding them to the Favorites menu in the Next Experience Unified Navigation.

Before you begin

Role required: none

Procedure

  1. Add a favorite in one of the ways listed in the following table.
    OptionDescription
    From any page

    From any page, select the star icon in the contextual app pill.

    Favorite star in the contextual app pill
    From the All menu
    • To add a single module: In the application navigator, select the star icon next to the module name.
    • To add all the modules under an application: In the application navigator, select the star icon next to the application name.
    From a list or record in the classic environment
    1. Open a list or record in the classic environment.
    2. Select the context menu icon (Context menu icon) next to the list or record title.
    3. Select Create Favorite.

    You can add a different favorite for each view of a list or record.
    From a knowledge base article
    1. Navigate to All > Self-Service > Knowledge.
    2. From the Knowledge Homepage, select a knowledge article.
    3. In the header, select the star icon (If the knowledge article has multiple versions, only the currently viewed knowledge article version is added to favorites).
  2. (Optional) In the Favorite added dialog box, modify the favorite.
    A sample initial dialog box is shown in the following example.

    Favorite added dialog box

    1. In the Name field, edit the name that appears in the Favorites menu.
    2. In the Location field, if you have created groups for the Favorites menu, select a group for the favorite to be listed in.
      For information about creating groups to organize the Favorites list, see Organize favorites in Next Experience.
    3. Either save your changes, make further modifications, or remove the favorite.
      • To make no further modifications, select Done.
      • To modify the favorite's icon and its color, select More, select an icon and its color, and select Save edits.
      • To remove the favorite, select Remove.

Organize favorites in Next Experience

Find entries in the Next Experience Favorites menu quickly by organizing your favorites in a folder structure.

Before you begin

Role required: none

Procedure

  1. Select the Favorites menu in the Next Experience Unified Navigation.
  2. Select the Edit your favorites icon (Edit your favorites icon).
  3. Select Create custom group.
  4. In the Name field, enter a name for the group.
  5. (Optional) Select a color for icons associated with the favorites in this group.
    You can also set colors specific to each favorite in the group.
  6. Move favorites into the group by dragging them under the group's name.
    Dragging a favorite into a new custom group
  7. (Optional) Repeat the previous steps to create additional custom groups or subgroups.
  8. Select Save edits.

Edit favorites in Next Experience

Keep your Next Experience Favorites menu updated by editing the names and icons of favorites, reordering favorites, moving them into groups, or deleting favorites you no longer need.

Before you begin

Role required: none

Procedure

  1. Select the Favorites menu in the Next Experience Unified Navigation.
  2. Edit or delete favorites.
    OptionDescription
    Edit a favorite
    1. Select the Edit your favorites icon (Edit your favorites icon).
    2. In the favorites panel, select a favorite.
    3. Modify the favorite.
      • To reorder the favorite, drag it to a new location in the list.
      • To move the favorite to within a group, drag the favorite under the group's name.
      • To customize the name, enter a different name in the Name field.
      • To change the icon, select a different icon from the Icon list or color from the Color list.
    4. Select Save edits.
    Delete a favorite

    Select the Remove favorite icon (Remove Favorite icon).