AX2098

Managing favorites

You can save Axiom files and other items as favorites, for quick access to commonly used items. In the Desktop ClientGeneral term for using either the Excel Client or the Windows Client, both of which are installed to the user's desktop., your favorites list is available in the following locations:

  • The Explorer task pane in the Axiom Assistant area
  • The Axiom Explorer dialog (if you have permission to access this dialog)

When an item is saved to favorites, you can open the item by double-clicking it, or you can right-click it to access any other commands that would be available on the item in its native area. For example, if you have rights to the Table Library and you save a table as a favorite, you can right-click the table favorite and perform actions such as editing the table structure.

If an item that a favorite points to is deleted, then the favorite becomes invalid and a red arrow icon displays next to it. If you attempt to open an invalid favorite, a message box informs you that the item has been deleted, and asks whether you want to delete the favorite. If a file is moved or renamed within the Axiom Software file system, but it retains the same document ID, then the shortcut will not be broken.

Saving and deleting favorites

You can save an item as a favorite in one of the following ways:

  • In the Explorer task pane and the Axiom Explorer dialog, you can right-click an item and select Add to Favorites.

  • When a file is open, you can right-click the file tab and select Add to Favorites.

The item is saved as a favorite and now displays in your Favorites list. If the file was open when you saved it as a favorite, it displays using the file tab name. If needed, you can change the display name by editing the shortcut properties for the favorite.

TIP: If you open a table using Open Table in Spreadsheet, and then save the open table as a favorite (using the file tabs), the settings you used will be automatically saved as part of the favorite, in the shortcut properties. You may want to rename the favorite to indicate the particular settings (for example: GL2019 - Filtered for North Region).

NOTE: If a web-enabled file is saved as a favorite in the Desktop ClientGeneral term for using either the Excel Client or the Windows Client, both of which are installed to the user's desktop., that favorite will also display in the Web Client. This includes Axiom forms and web reports. All other types of favorites do not display in the Web Client.

To delete a favorite, right-click the item and then select Delete.

Organizing favorites

You can create sub-folders in the Favorites area to organize favorites by folder. To create a new folder, right-click Favorites and select New Folder.

By default, favorites are displayed in the order that they were added (new favorites are added to the bottom of the list). You can drag and drop individual favorites to change the order. Sub-folders cannot be reordered—they will always display in alphabetical order.

To rename a favorite, right-click the item and then select Rename. The name becomes editable, and you can type a new name.

Shortcut properties

You can edit the shortcut properties for a favorite. Right-click the favorite and select Shortcut Properties. In this dialog, you can edit the shortcut name, change the shortcut target, and define certain shortcut properties.

The available shortcut properties vary by file type. For example, you can configure a report favorite to always open as read-only, or to automatically apply a Quick Filter when opening. For more details on these properties, see Shortcuts.

Using web favorites in the Desktop Client

If you save a favorite in the Web Client, that favorite also displays in the Desktop Client favorites list. You can double-click the web favorite to open it in the Web Client browser.

When a favorite is saved in the Web Client, it is stored as a URL instead of a document shortcut. If the target of the favorite is later deleted, the favorite does not show as invalid in the Desktop Client. If you try to use the favorite, you are informed that the document or page cannot be found. In this case you must manually delete the favorite.

See also