From ICIHelp8.1
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= '''Adding Global Favorites to Entity Details page''' = | = '''Adding Global Favorites to Entity Details page''' = | ||
| − | ICM Administrators can set search as global favorite so that specific users can access relevant information targeted for them. Administrators can add global favorites to the corresponding | + | ICM Administrators can set search as global favorite so that specific users can access relevant information targeted for them. Administrators can add global favorites to the corresponding index page of the selected entity as well as to its associated parent or peer entity details page or to the both pages.<br/> This helps users to access relevant information from within an entity, rather than having to travel to the index page for the same. |
| − | *Choose to add global favorites to | + | ICM Administrators can: |
| − | *Have global favorites added by default to the corresponding selected entity's | + | |
| + | *Choose to add global favorites to entity details page for specific users to view them in the associated parent or peer entity's details page. | ||
| + | *Have global favorites added by default to the corresponding selected entity's index page. | ||
*Choose to add global favorites to both entity details and index pages. | *Choose to add global favorites to both entity details and index pages. | ||
*Set different default favorites for different entities. | *Set different default favorites for different entities. | ||
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*The global favorites will always be appended to the last for a user per entity type. | *The global favorites will always be appended to the last for a user per entity type. | ||
| − | *A maximum of | + | *A maximum of four global favorites are displayed to the user based on the security group’s permissions. |
== Save global favorite searches at index or entity details level == | == Save global favorite searches at index or entity details level == | ||
| − | #Click Search on Dashboard. The Search page opens. | + | #'''Click '''''Search ''on ''Dashboard''. The ''Search ''page opens. |
| − | #Select Entity. For example, | + | #'''Select '''''Entity''. For example, ''Automation Supplier Master ''that is associated with the ''Automation Basic Agreement''. |
| − | #Click Save. The Save Search window opens. | + | #'''Click''' ''Save''. The ''Save Search ''window opens. |
| − | #Enter a name in Name field. For example, IndexPageSupplierMaster. | + | #'''Enter '''a name in ''Name ''field. For example, ''IndexPageSupplierMaster''. |
| − | #Toggle the Global Search field to Yes. | + | #'''Toggle '''the ''Global Search ''field to ''Yes''. |
| − | #Toggle the Global Favorite field to Yes. | + | #'''Toggle '''the ''Global Favorite ''field to ''Yes''. |
| − | #Select one of the following options in Add Favorites To field based on where you want to add the favorite: | + | #'''Select '''one of the following options in ''Add Favorites To'' field based on where you want to add the favorite: |
| − | * Index Page | + | * ''Index Page '' |
| − | * Entity Details page | + | *'' Entity Details page '' |
| − | * Both Index Page and Entity Details Page | + | *'' Both Index Page and Entity Details Page '' |
| − | 8. Enter remaining details.<br/> 9. Click Save. The search is saved as | + | 8. '''Enter '''remaining details.<br/> 9. '''Click '''''Save''. The search is saved as ''Global Favorite ''and will be available in ''Saved Searches'' drop-down. |
<div class="image-green-border">[[File:7.12 Global Favorites 1.png|720px|7.12 Global Favorites 1.png]]</div> | <div class="image-green-border">[[File:7.12 Global Favorites 1.png|720px|7.12 Global Favorites 1.png]]</div> | ||
| − | Note: Only Administrators can save the search as Global Search. | + | '''Note:''' Only Administrators can save the search as ''Global Search''. |
| + | |||
| + | Administrators can set the order of global favorites for any entity using Manage Global Favorites. | ||
| + | |||
| + | 10. '''Click '''''Manage Global Favorites ''link on the ''Dashboard''. The ''Manage Global Favorites ''window opens.<br/> 11. '''Select '''entity in ''Please Select Entity'' field. For example, ''Automation Supplier Master''. The list of all the ''Available Global Favorites'' for selected entity opens.<br/> 12. '''Click '''up and down arrows to move and reorder the global favorites searches.<br/> 13. '''Click '''''Save''.The changes will be saved. | ||
<div class="image-green-border">[[File:7.12 Global Favorites 2.png|720px|7.12 Global Favorites 2.png]]</div> | <div class="image-green-border">[[File:7.12 Global Favorites 2.png|720px|7.12 Global Favorites 2.png]]</div> | ||
| − | Note: By default, the searches are displayed in the order of their creation. | + | '''Note: '''By default, the searches are displayed in the order of their creation. |
== Viewing Global Favorites on entity Index page == | == Viewing Global Favorites on entity Index page == | ||
| − | Authorized users can view the | + | Authorized users can view the global favorite searches on the entity index page if configured by Administrators. |
| + | |||
| + | To view global favorites for masterdata Automation Supplier Master on masterdata Index page: | ||
| + | |||
| + | '''Click '''''Configuration ''> ''Masterdata ''on the ''Dashboard''. The ''Masterdata Index'' page opens.<br/> Searches saved to ''Index Page'' and ''Both Index Page and Entity Details Page'' level are available by default on the selected entity’s corresponding index page. | ||
<div class="image-green-border">[[File:7.12 Global Favorites 3.png|720px|7.12 Global Favorites 3.png]]</div> | <div class="image-green-border">[[File:7.12 Global Favorites 3.png|720px|7.12 Global Favorites 3.png]]</div> | ||
== Viewing Global Favorites on Entity Details page == | == Viewing Global Favorites on Entity Details page == | ||
| − | Authorized users can view the | + | Authorized users can view the global favorite searches configured for the entity on its associated parent or peer entity’s details page if configured by Administrators. |
| + | |||
| + | To view saved searches for masterdata ''Automation Supplier Master'' on its associated agreement’s details page: | ||
| − | #Click View Record icon next to the Automation Basic Agreement on agreement index page. The | + | #'''Click '''''View Record ''icon next to the ''Automation Basic Agreement'' on agreement index page. The ''Agreement Details ''page opens. |
| − | #Click Automation Supplier Master under Associations on agreement Details page. | + | #'''Click '''''Automation Supplier Master'' under ''Associations ''on agreement ''Details ''page. |
| − | Searches saved | + | Searches saved at ''Entity Details page'' and ''Both Index Page and Entity Details Page ''are available on entity details page. |
<div class="image-green-border">[[File:7.12 Global Favorites 4.png|720px|7.12 Global Favorites 4.png]]</div> | <div class="image-green-border">[[File:7.12 Global Favorites 4.png|720px|7.12 Global Favorites 4.png]]</div> | ||
== Unpin the Global Favorites searches == | == Unpin the Global Favorites searches == | ||
| − | <div class="image-green-border">Users can remove the | + | <div class="image-green-border">Users can remove the global favorites searches displayed by default on the entity index or entity details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">To unpin the global favorite search:</div> <div class="image-green-border"><br/> '''Click '''''Unpin Favorite ''icon on the global favorite search. The global favorite will be removed from the page for the logged in user only.</div> <div class="image-green-border"><br/> [[File:7.12 Global Favorites 5.png|720px|7.12 Global Favorites 5.png]]</div> |
| − | The search will then be available in Saved Searches drop-down. | + | The search will then be available in ''Saved Searches'' drop-down. |
== Reset Favorites to Admin Default == | == Reset Favorites to Admin Default == | ||
| − | <div class="image-green-border">Users can unpin the default | + | <div class="image-green-border">Users can unpin the default global favorites. If user has modified the default global favorites, then newly added global favorite by Administrators will be available in ''Saved Searches'' drop-down.<br/> [[File:7.12 Global Favorites 6.png|720px|7.12 Global Favorites 6.png]]</div> |
| − | #Click Reset Favorites to Admin Defaults to display default global favorites pinned by the Administrator. | + | #'''Click '''''Reset Favorites to Admin Defaults'' to display default global favorites pinned by the Administrator. |
<div class="image-green-border">[[File:7.12 Global Favorites 7.png|720px|7.12 Global Favorites 7.png]]</div> | <div class="image-green-border">[[File:7.12 Global Favorites 7.png|720px|7.12 Global Favorites 7.png]]</div> | ||
| − | 2. Click Ok. The index or entity details page will show default pinned global favorites.<br/> The new global favorites will then get appended at the end of previously pinned searches on index or entity details page. | + | 2. '''Click '''''Ok''. The index or entity details page will show default pinned global favorites.<br/> The new global favorites will then get appended at the end of previously pinned searches on index or entity details page. |
<div class="image-green-border">[[File:7.12 Global Favorites 8.png|720px|7.12 Global Favorites 8.png]]<br/> </div> | <div class="image-green-border">[[File:7.12 Global Favorites 8.png|720px|7.12 Global Favorites 8.png]]<br/> </div> | ||
Revision as of 17:52, 10 June 2020
Contents
Adding Global Favorites to Entity Details page
ICM Administrators can set search as global favorite so that specific users can access relevant information targeted for them. Administrators can add global favorites to the corresponding index page of the selected entity as well as to its associated parent or peer entity details page or to the both pages.
This helps users to access relevant information from within an entity, rather than having to travel to the index page for the same.
ICM Administrators can:
- Choose to add global favorites to entity details page for specific users to view them in the associated parent or peer entity's details page.
- Have global favorites added by default to the corresponding selected entity's index page.
- Choose to add global favorites to both entity details and index pages.
- Set different default favorites for different entities.
Note:
- The global favorites will always be appended to the last for a user per entity type.
- A maximum of four global favorites are displayed to the user based on the security group’s permissions.
Save global favorite searches at index or entity details level
- Click Search on Dashboard. The Search page opens.
- Select Entity. For example, Automation Supplier Master that is associated with the Automation Basic Agreement.
- Click Save. The Save Search window opens.
- Enter a name in Name field. For example, IndexPageSupplierMaster.
- Toggle the Global Search field to Yes.
- Toggle the Global Favorite field to Yes.
- Select one of the following options in Add Favorites To field based on where you want to add the favorite:
- Index Page
- Entity Details page
- Both Index Page and Entity Details Page
8. Enter remaining details.
9. Click Save. The search is saved as Global Favorite and will be available in Saved Searches drop-down.
Note: Only Administrators can save the search as Global Search.
Administrators can set the order of global favorites for any entity using Manage Global Favorites.
10. Click Manage Global Favorites link on the Dashboard. The Manage Global Favorites window opens.
11. Select entity in Please Select Entity field. For example, Automation Supplier Master. The list of all the Available Global Favorites for selected entity opens.
12. Click up and down arrows to move and reorder the global favorites searches.
13. Click Save.The changes will be saved.
Note: By default, the searches are displayed in the order of their creation.
Viewing Global Favorites on entity Index page
Authorized users can view the global favorite searches on the entity index page if configured by Administrators.
To view global favorites for masterdata Automation Supplier Master on masterdata Index page:
Click Configuration > Masterdata on the Dashboard. The Masterdata Index page opens.
Searches saved to Index Page and Both Index Page and Entity Details Page level are available by default on the selected entity’s corresponding index page.
Viewing Global Favorites on Entity Details page
Authorized users can view the global favorite searches configured for the entity on its associated parent or peer entity’s details page if configured by Administrators.
To view saved searches for masterdata Automation Supplier Master on its associated agreement’s details page:
- Click View Record icon next to the Automation Basic Agreement on agreement index page. The Agreement Details page opens.
- Click Automation Supplier Master under Associations on agreement Details page.
Searches saved at Entity Details page and Both Index Page and Entity Details Page are available on entity details page.
Unpin the Global Favorites searches
Users can remove the global favorites searches displayed by default on the entity index or entity details page.
To unpin the global favorite search:
Click Unpin Favorite icon on the global favorite search. The global favorite will be removed from the page for the logged in user only.
The search will then be available in Saved Searches drop-down.
Reset Favorites to Admin Default
Users can unpin the default global favorites. If user has modified the default global favorites, then newly added global favorite by Administrators will be available in Saved Searches drop-down.
- Click Reset Favorites to Admin Defaults to display default global favorites pinned by the Administrator.
2. Click Ok. The index or entity details page will show default pinned global favorites.
The new global favorites will then get appended at the end of previously pinned searches on index or entity details page.
