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Delegating a rule using favorites

Refer to Prerequisites for delegating a rule using favorites for information about prerequisites.

Creating a favorite

  1. In the Actions menu of the rule form header, click Add to Favorites.

  2. Enter text in the Label field that distinguishes this favorite from other delegated rules.

    The value you specify appears in the Favorite Explorer and the operator menu in Designer Studio.

  3. Use the Add to drop-down list to indicate who can access this favorite.

    Options include:

  4. Select an option to indicate how the system finds this favorite.

    These radio buttons appear when a rule supports multiple versions:

  5. Click Submit.

 

Editing a favorite

Perform one of the following actions.

Both of these options allow you to edit favorites that are visible to you or operators in your current access group. You cannot view or edit a favorite after it has been delegated to a user outside of your current access group.

Note: After you delete a favorite in the My Access Group category, it is no longer visible to you and all other operators in your current access group.

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