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Introduction

Form Favorites provides easy access to your most popular forms by grouping them into a bundle for easy retrieval. The steps below will walk through creating/accessing/editing form favorites through Starting Point and Retrieve.

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Removing a Form from Favorites

Click on images to expand them.

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.

Note

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}

_{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}

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.

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:
1. Your saved forms favorites and shared saved forms favorites
My Favorite Forms:
1. Only your saved forms favorites

_{Figure 25- Add Additional Forms}