AX1079

Managing favorites in the Web Client

You can save Axiom files and Web Client pages as favorites, for quick access to commonly used items. Your favorites list is available in the following locations:

  • The Navigation panel
  • The default Web Client home page

Example favorites in Navigation panel

Your favorites list displays any favorites that you have saved in the Web Client. It also displays web-enabled favorites that you have saved in the Desktop Client (meaning favorites to individual Axiom forms or web reports). Other favorites saved in the Desktop Client do not display in the Web Client (including folders saved as favorites, even if the folder contains web-enabled files).

Saving favorites

To save the current document or page as a favorite in the Web Client, click the star icon in the right side of the Task BarThe gray bar that displays across the top of browser-based Axiom files, as well as various feature pages of the Web Client. The Task Bar provides access to various tasks that are specific to the current area, page, or document.. The star icon toggles from outline (not a favorite) to filled (a favorite).

Favorite icon in Web Client task bar

Once a favorite has been saved, it displays in your favorites list in the Web Client and in the Desktop Client. You can use the saved favorite to quickly open the document or page.

Web favorites are saved using the name shown in the browser tab. Web reports and Axiom forms support the ability to define a title that displays in the browser tab, which means the title may be different than the file name. If the title is changed after the favorite is saved, the favorite does not update to show the changed title (however, the favorite still works to open the specified document).

Currently, the Web Client does not support the ability to rename or reorder web favorites, or to organize web favorites into folders. Web favorites display as a flat list, in alphabetical order. However, if you rename a favorite in the Desktop Client, the Web Client updates for the new name.

NOTES:  

  • When favorites are saved in the Web Client, they are saved as URLs instead of as document shortcuts. This allows you to save any page in the Web Client as a favorite, not just documents. For example, if you have access to the Audit Manager, you can save that as a favorite for quick access to the page. However, if the name of your Axiom Software virtual directory ever changes (which should be a rare occurrence), the web favorite will no longer work.

  • If a web favorite points to a document, and that document is later moved or renamed, the favorite will continue to open that document (but the favorite name is not updated).

  • If you organize web favorites into a folder using the Desktop Client, the folder will display in the favorites list in the Web Client Navigation panel.  However, the favorites list is flattened for display in the Web Client home page.

Deleting favorites

To delete a favorite, hover your cursor over the favorite name (in either the Navigation panel or your home page), then click the delete icon . The favorite is deleted in the Web Client and in the Desktop Client.

If the document or page for an existing favorite is deleted, the favorite is not automatically deleted. 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