Favorites

Owned by Christopher Simonian
Last updated: Aug 06, 2021 by Kimberly Cruz (Unlicensed)
3 min read

Favorites App

The Favorites app allows the user to easily create a 'bookmark/favorite' of the current browser view within FIN. These 'favorites', can then be clicked on at any time (similar to how an app works) to bring up that same exact view. 

Adding a Favorite

1. Navigate to the exact 'view' that to save as a favorite on the navigation header

2. Select the App Launcher icon on the top left

3. Select the Favorite App under End User Apps

4. Click on the Add option to open the Add Favorite application

5. A form called Create Favorite Entry will allow to customize the Favorite that is being created

  • Name: Allows the user to 'name' the favorite view that is being created. This name will appear in the App Selection Menu

  • Icon: Allows the user to select an 'Icon' to rep[resent the favorite. This will appear on the tile within the App Selection Menu

  • Folder: This allows the user to select what folder level they would like the favorite to appear in. "Root Level" will create a new root (appears in App selection menu). 

6. Once done, click OK to create your new favorite. 

  • The favorite will appear in the "Favorites" section within the App Selection Menu. 

Creating a "sub" Favorite

To add a sub-level favorite to an existing favorite, follow the steps below:

1. Select the Favorite tile under End User Apps

2. Click on the Add option to open the Add Favorite application

3. Fill out the form, then click on the Folder dropdown.

  • It will display any existing Favorite

4. Select which favorite to add a sub-level

5. Once added, the original "Favorite" will become a 'sliding' tile that will contain the sub-options

Removing a Favorite

To remove a favorite from your App Selection Menu, follow the steps below:

1. Select the Favorite tile under End User Apps

2. Click on the Remove option

3. Select which Favorite to remove

  • If it's under a folder, then it will show the path via '>' as seen below

4. Select the Ok button to delete the favorite entry