AX2098

Manage favorites

You can save Axiom files and other items as favorites for quick access to commonly used items. In the Desktop Client General 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 are 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, the favorite becomes invalid and a red arrow icon appears next to it. If you attempt to open an invalid favorite, a message box informs you that the item has been deleted and asks prompts whether to delete the favorite. If a file is moved or renamed within the Axiom Budget Planning and Performance Reporting file system, but it retains the same document ID, the shortcut is 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, right-click an item and select Add to Favorites.

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

The item is saved as a favorite and is now displayed in your Favorites list. If the file was open when you saved it as a favorite, it displays 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 are automatically saved as part of the favorite in the shortcut properties. You may want to rename the favorite to indicate the specific settings (for example: GL2023 - Filtered for North Region).

NOTE: If a web-enabled file is saved as a favorite in the Desktop Client General term for using either the Excel Client or the Windows Client, both of which are installed to the user's desktop., that favorite is also displayed in the Web Client, which includes Axiom forms and web reports. All other types of favorites are not displayed 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 individual favorites to a new location to change the order. Sub-folders cannot be reordered—Axiom always displays them 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 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, Axiom displays that favorite 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