Favorites (Archived)

Benefits

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

Overview

Module home pages that allow favorites to be saved display a star icon next to the help icon. They are user specific, which means your favorites aren't visible to anyone else. The following are the elements that can be saved:

• 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

To access saved bookmarks, complete the following:

1. Click Favorites.
2. Select one of the views.
   
   
   
   
3. The page displays with the preferences saved as the favorite.
   
   

Creating a Favorite

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

To save a favorite, complete the following steps:

1. On the module home page, configure a view, 
2. Click the star outline in the top, right corner.
   
   
   
   
3. The Add to favorites dialog box displays with the module name already shown.

4. If necessary, add or adjust the name.
   
   
   
   

   TIP

   Each favorite name must be unique.

5. Click Save.
6. 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:

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

Updating a Favorite

Once a configuration is saved as a favorite, it cannot be updated. 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.