You can add 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.
Accessing the Forms Library from Starting Point
Accessing the Forms Library from Retrieve > Forms menu
The process is the same, whether you wish to create a new group of forms or add a form to an already existing Favourites label.
To mark Forms as Favorites proceed as follows:
Step | Result | |
---|---|---|
1 | Open the Forms Library. E.g. Navigate to Retrieve > Forms. | List of all forms |
2 | Search for the forms you would like to add to your list of Favorites. Enter relevant criteria into Search Fields and click Search. | Search for Forms |
3 | Once you locate the form(s), click the checkboxes next to them in the left-most column. Then click the Add to Favorites button at the top of the screen. | Marking Favorite Forms |
4 | Add to Favorites pop-up appears. Choose how to mark forms as Favorites:
Note: Available options will depend on your user access settings and configuration of your Docupace site. | Add to Favorites pop-up |
5 | Click inside the Label field and either:
Attention: Make sure to press the Enter key, and see the selected or new label appear in the Label field before proceeding. Note: Several labels can be applied at once, if necessary. | Add or choose label |
6 | Click Add to associate the forms selected with the Label. | Click Add to associate with label |
7 | Click Close to close the confirmation screen. | Confirmation dialog |