Favourites
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two Favourites: see screenshot above |
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‘(too) many’ Favourites: Some of the Favourites are moved to a context menu. |
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The Favourites section is located within the Top bar to the right of the Menü-Suche. The icons of menu items that the User of session has selected as personal Favourites appear here.
No Favourites are assigned to a user by default. The section therefore always appears empty initially.
Background to managing favourites
The Favourites selection for each user is persisted via ‘User preferences’ (UserPreferences) with the QUICKLINKS type.
When copying a user account, the Favourites are therefore not automatically transferred from the original to the copy.
However, the user-specific Favourites can be influenced by automation if required, e.g. to initialise or reset them.
Defining menu items as Favourites should make it easier to access the ‘favourite’ menu items.
Ideally, all Favourites are visualised by displaying the corresponding icon in the section.
In the screenshot (above), two standard functions (overview for E-mails, ‘error’ log for profiles) are ‘attached’ to the Top bar as Favourites.
If the available space is not sufficient to display all the icons (see screenshot above right), some of the favourites are ‘swapped out’ to a context menu.
The ellipsis symbol (‘...’ see screenshot) to open this context menu then appears as the last visible symbol in the Favourites section.
Favourites are automatically moved to the context menu and cannot be controlled by the configuration.
►NOTE◄ The sections for Favoriten and Open views are not adjacent to each other in the Top bar by chance. They also work closely together functionally and are also referred to in combination as the ‘Task bar’.
Use favourites
Add, remove and arrange favourites
Menu items can be added as Favourites, removed and arranged in the relevant section of the Top bar in various ways:
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Access |
Add to favourites |
Remove from favourites |
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Menu items in the main menu |
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Context menu for Favourites |
n/a |
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Drag & Drop |
A menu item in the main menu can be added to Favourites using drag & drop by placing it on the plus symbol that appears to the right of the Favourites when dragging with the mouse.
Alternatively, the menu item can also be stored at any position in the Favourites section if an insertion point is marked by a vertical line (not in the image). |
A menu item added under Favourites can be removed using drag & drop by placing it on the dustbin icon that appears to the right of the Favourites when dragging with the mouse:
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Favoriten öffnen bzw. geöffnete Views anzeigen
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Function |
Trigger |
Effect |
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Open |
Click |
The favoured menu item is opened in an existing view slot or an already open view is brought to the foreground of the assigned view slot. |
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Drag & Drop |
Favourites can be assigned to an existing view slot for display using drag & drop.
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Open as new view* |
Ctrl + click |
A new instance for the favoured menu item is opened and displayed in the foreground of an existing view slot. |
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Ctrl + Drag & Drop |
A new instance for the menu item is opened and displayed in the foreground of the selected view slot. |
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Open external* |
Shift + click |
The favoured menu item is displayed in a new browser window in the context of the existing session. |
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Copy link to clipboard* |
Only context menu |
The link created for ‘Open external’ is copied to the clipboard of the operating system. |
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Remove as favourite* |
Drag & Drop |
The menu item is removed from the Favourites. If there are open views, it will immediately appear under Open views. |
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Close* |
Only context menu |
All open views for the favourite menu item are closed. |
*) Available as an entry in the context menu for the respective favourite
Display for already opened views
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A green dot appears below the icon for a favourite, |
Clicking on the icon has no effect in this case. |
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A grey dot appears below the icon for a favourite, |
Clicking on the icon brings the view to the foreground of a view slot. |
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Two green dots appear below the icon for a favourite,
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licking on the icon has no effect in this case. |
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If a green dot and a grey dot appear below the icon for a favourite,
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Clicking on the icon brings the previously invisible view to the foreground. If both views are assigned to the same view slot, clicking on the icon toggles between the two views. |
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If more than two views are open for a favourite, three or view dots appear whose colour (grey/green) indicates whether the relevant views are currently visible in a view slot. |
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Four green dots are displayed below the icon, |
In this case, clicking on the icon has no effect if exactly four views are open. If more than four views are open, a previously invisible view appears in a view slot each time the icon is clicked. |
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The associated views for a favourite also appear as a preview image in a tooltip when the mouse cursor is moved over the icon. In the screenshot on the right, there are two associated views, one of which is visible in a view slot (→ green dot in the header), the other is not. This preview also supports the following operations:
►NOTE◄ The preview can display more than four views for the same favourite. However, it is worth asking whether opening numerous views for the same favourite at the same time is really ‘good practice’ for the respective use case. |
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icon.
Bubbles for 'favourite' Custom overviews
If Custom overviews can be created for an entity type, their configuration can include the display of a so-called ‘bubble’.
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In the example on the left, the ‘bubble’ should indicate the number of Users listed in the context of the overview that the User of session has created themselves. |
►NOTE◄ ‘Bubbles’ for Custom overviews also appear in the Main menu and in the context of icons for Open views (if they are not Favourites). However, this information is placed particularly ‘prominently’ in the context of the icons for Favourites.