Page Contents

Benefits

The ability to create favorite list views in ZenGRC eliminates the process of resetting personal views upon every page visit. Just like browser bookmarks, creating a favorite saves your configured views to be accessed for later use.

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Favorites can only be found on pages where information is displayed in rows on a page in a standard list view. From the left-hand navigation, this includes:

Programs
Issues
Vendors
all the links under System of Record.

Overview

A star icon next to the filter button on a module home page indicates it supports favorites.

NOTE

Favorites are user-specific, so your favorites are not visible to any other user in ZenGRC.

Best practice is for each user to create their own unique favorited list views.

The following are the elements that can be favorited as a saved view:

Column selections.
Rows per page setting.
Column sorting.
Column filters.

Once a favorite is created, the Favorites link displays in the left-hand navigation. When clicked, your saved links are shown.

Accessing Favorites

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If there is no Favorites link in the left-hand navigation, it means there are no saved views.

Once you have created a favorite list view by clicking the star icon, you may then access your saved favorite list views. To access your saved favorites, complete the following:

Click Favorites.
Select one of the favorited views.
The page displays the preferred list view saved as the favorite.

For more information on setting up list views, please see System of Record List Views and Adding and Removing Headings

Creating a Favorite

Any page that displays a blue star outline in the top right corner can have a favorite view saved.

To save a favorite, complete the following steps:

On the module home page, configure a list view
Click the star outline in the top, right corner.
The Add to favorites dialog box displays with the module name already shown.
If necessary, add or adjust the name. Each favorite must have a unique name.
Click Save
The outlined star becomes solid blue to denote that the page is displaying a saved view.

Renaming or Deleting a Favorite

To rename a favorite, complete the following steps:

After opening the saved view, click the solid blue star in the top, right corner.
In the dialog box, alter the name and click Rename.
To delete, click Delete.
Alternatively, click Cancel to close the dialog box without making changes.

Updating a Favorite

Once a list view is saved as a favorite, it cannot be updated/modified.

If you need to make changes and want to keep the same favorite name, first delete the favorite; then create a new favorite using the same name.