Favorites (System-User-MyRules)

Favorites (System-User-MyRules form)
About New Rules History More...

C-540Instances of the Favorites form define the rules available from the Private Explorer or My Favorites on the Profile menu. They personalize the portal access to rules. A favorite associates favorite and delegated rules with individual users (or with all members of an access group).

Ordinarily, you create and add to instances of this class indirectly, not through the My Favorites form. Use the form only for troubleshooting or deleting items. Access the Favorites form directly when you need to remove or update several rows at once. For associations to favorite rules or delegated rules:

Select Actions > Add to Favorites on the toolbar to delegate a rule or save as a favorite. This is faster and more direct, and does not require knowledge of the object handle.
Use the Private Explorer or use My Favorites from your Profile menu to work with links to your favorite rules or to rules delegated to you.

To review rules delegated to yourself:

For developers using Designer Studio, select My Favorites > Edit Favorites from your profile menu.GRP-21979
For users using the pyCaseManager portal, use the Options > My Rules menu to open the My Rules tab.
For managers using the WorkManager portal, click the Dashboard bar and locate the My Rules area.
For managers using the Manager portal, click the Dashboard bar and locate the Delegated Rules area.

From this area, you can click a rule's label to open the rule.

GRP-21979 Note In releases before Version 6.2, the Favorites form was known as the My Rules form.

Favorites (System-User-MyRules form)

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