Add a Favorite

  1. Navigate to the appropriate page in the Governance Portal that you wish to add as a favorite.
  2. Hover over the Favorites Add to My Favorites icon on the top right of the scree and select Favorite 4.0 Add to My Favorites, or:
    • From an External Window: Click at the top right of the screen
    • From the Search Interface: Right-click and select Favorite Old Icon Add to Favorites.

      Note: For more information, see Utilize the Search Interface.

    • From the Entity Hierarchy: If you are adding a filter as a favorite, right-click the filter and select Add to Favorites.

      Note: For more information, see Manage Filters in the Entity Hierarchy Tree.

    • From the Saved Reports Screen: Click Favorite Old IconAdd To Favorites next to the report filter you wish to Favorite.

      shared-favorites-add

  3. Enter a name for the favorite in the Enter a new favorites name text box. The name should be descriptive and easy for you to remember.
  4. Select a folder location from the Choose Folder drop-down list.

    Notes:

    • By default it will be added to the My Favorites folder.
    • See Organize My Favorites to create other folders to organize your favorites.
  5. Click Copy to copy the URL to your clipboard or Show URL to view the URL.

    Note: This URL can be pasted into a memo field using the Hyperlink Manager. See Manage Hyperlinks for more information.

  6. Click Submit.

    Note: The page is saved as a URL and is listed in the Favorites list.

See Also

My Favorites

Access a Favorite

Organize My Favorites

Edit a Favorite or Folder

Move a Favorite or Folder

Delete a Favorite or Folder