Friday Feature - Updating Favorites
Favorites are one of my best productivity tools. I have already written two Friday Features about them: creating them and using them as defaults. And, now we have them on reports too!! Amazing! As you know, you can have up to 20 favorites per search/report. And, if you are like me, you are definitely taking advantage of that. But now that the fiscal year has changed, you may need to revisit some of those favorites to make a few changes.
Let's say I have a favorite for vendor requisitions that includes the fiscal year, finance department and my buyer Id. This is what I do:
- Select the favorite you want to change in the Vendor Requisitions activity.
- Change the fiscal year in the search.
- Select Manage from the Favorites task.
- Click Replace.
- Click Save.
These five simple steps apply to any change to any favorite on any search page or report request.