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You can add

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Forms to lists of Favorites from the Forms Library.

The Forms Library can be accessed in many ways. For example, when you add a form to a Work Item created through Starting Point, when indexing a Work Item opened from the Dashboard, or you can go directly to the Forms library through Retrieve > Forms menu.

To mark Forms as Favourites proceed as follows:

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by-Step

Step

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Result

1

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While you are in Starting Point, and on the Review Summary screen click Add forms.

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Open the Forms Library. E.g. Navigate to Retrieve > Forms.

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2

Search for the forms you would like to add to your

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  • Form Type

  • Form Author

  • Form Name

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list of Favourites. Enter relevant criteria into Search Fields and click Search.

The search fields of the forms domain are highlighted in red.Image Added

Search for Forms

3

Once you locate the form(s)

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, click the

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checkboxes next to

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them in the left-most column. Then click the Add to Favorites button at the top of the screen. 

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The add the favorites button, and several line item checkboxes are highlighted by red boxes. Image Added

Marking Favourite Forms

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Add to Favourites pop-up appears.

You can mark forms as Favourites:

  • for your own use,

  • for sharing with others on your team, or

  • for sharing with all company employees.

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Add to Favourites pop-up

5

Click inside the Label field and either:

  • Choose an existing label from the dropdown list.

  • Type in your new label and press the Enter key on your keyboard.

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6

Click Add to associate the forms selected with the Label. 

The Add button is highlighted by a red arrow.Image Modified

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7

Click Close to close the confirmation screen.

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