Form Favorites
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Introduction |
: This guide provides instructions on how to group Forms that are used on daily basis for quicker access. |
Table of Contents
Figure 20: Click to Edit Labels
Step 4: Click the checkbox next to the label(s) you would like to remove from the form. Click Remove to disconnect the form from the label.
Figure 22: Remove Button
Step 5: Click Save and Close.
Figure 23: Save and Close Button
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Deleting a Label |
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Figure 24- Delete Icon
To delete a label, you must first remove all of the forms from the label following the method in the previous section. You can delete the label by clicking on the trash can icon that appears when you hover over the label line item.
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Accessing the Favorites in the Future |
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To access the forms that you have saved as favorites OR forms that others have shared, click on the Search Filter Dropdown at the top left-hand side and change to All Favorite Forms or My Favorite Forms to access the saved favorites. You can also search by the Label to drill down further.
- All Favorite Forms:
- Your saved forms favorites and shared saved forms favorites
- My Favorite Forms:
- Only your saved forms favorites
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Creating/Adding Form Favorites from Starting Point & Retrieve |
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Step 1: While you are in Starting Point, and on the Review Summary screen click Add forms.
Figure 1: Review Summary Screen
Step 2: Navigate to Retrieve > Forms
Figure 2: Navigate to the Forms Domain
Step 3: Both paths above will open up the Forms domain. You can now search for the forms you would like to add to your bundle. You may search by:
- Form Type
- Form Author
- Form Name
Figure 3: Searching For Forms
Step 4: Once you locate the form(s) you would like to save as a favorite, click the checkbox next to the form(s) and click the Add to Favorites button at the top of the screen.
Figure 4: Add Forms
Step 5: Click inside the Label field and either:
Figure 5: Add to Favorites
Step 6: choose an existing label from the dropdown list
Step 7: Type in your new label and press the Enter key on your keyboard.
Figure 6: Add Label
Step 8: Click Add to associate the forms selected with the Label.
Figure 7: Add Button
Step 9: Click Close to close the confirmation screen.
Figure 8: Confirmation Page
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Editing the Label Name |
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Figure 9- Labels Tab
Step 1: Navigate to the Forms domain. You can access it via Starting Point or Retrieve. Click the Label tab to open it.
Figure 10- Navigating to My Favorites
Figure 11- Details Button
Step 2: Hover over the label you would like to edit and click the pencil icon to edit the Details screen.
Figure 12- Save and Close
Step 3: Make updates to the Name field. Click Save and Close.
Step 4: View your results.
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Removing a Form from Favorites |
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There are currently two ways to remove forms from your Favorites. Option 1 is within the Forms Repository. Option 2 is within the Favorite Forms domain.
Option 1: Forms Repository
Step 1: Access the Forms domain via Starting Point or Retrieve. Search for the form you would like to remove from your favorites.
Figure 13- Access Favorites
Step 2: Click on the Details (pencil) icon to access the form details.
Form 14: Form Details
Step 3: Scroll down to the Favorite Forms section. Select the label(s) you would like to disconnect a form from. (Form may be in multiple saved favorites).
Figure 15: Remove From Favorites
Step 4: Click Save and Close.
Figure 16: Save and Close
Step 5: Verify the form is no longer part of your label by searching for the label you just removed the form from.
Figure 17: Search for Form
Option 2: Favorite Forms Domain
Step 1: Access the Favorite Forms domain by navigating to Administration > List Domains > Favorite Forms.
Figure 18- Favorite Forms
Step 2: Search by Form or Label to locate the form you would like to remove from the favorite label. Click on the row or on the pencil icon to edit.
Figure 19: Search
Step 3: If the form is attached to more than one label, click on the row to edit.
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If the form only belongs to one label. You need to remove the form from the main Favorite Form domain page. Hover over the form and click on the trash can icon to delete the form.
Figure 21- Trash Can Icon
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Change Log:
Date | Change |
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May 2020 | Updated language and screenshots in this guide. |
Prior to May 2020 | Original version of the documentation for the Generally Available version of the Docupace system. |
Audience: All users, who use the Docupace system to process Work Items on daily basis.
Functionality: Form Favorites provides easy access to the Forms that you use most often by grouping them under a label for easier retrieval. The guide describes the steps for marking a Form as a Favorite as well as for accessing it through Starting Point and Retrieve view.
Videos: Video Guide to Form Favorites