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Edit a view or favorite

Applies to User Roles:

All roles except Self-Service User

You can edit a view or favorite to change the title, the query, or the view definitions. Additionally, you can move or copy views and favorites to other folders.

Windows client

To edit a view or favorite in the Windows client, follow these steps:

  1. Click Favorites and Dashboards.
  2. Right-click the favorite that you want to edit, and then select Properties. The View Definition form opens.
  3. Update any fields that require revision, click Save, and then click OK.

To move or copy the view or favorite, click the view or favorite and drag it to the new destination.

Web client

To edit a view or favorite in the web client, follow these steps:

  1. Click Manage Favorites in the Navigator pane.
  2. Expand a favorite folder to display all the favorite links in the folder.
  3. Click the associated check box to edit an individual favorite.
  4. To edit the view or favorite:
    1. Click the favorite text link. The View Definition form opens.
    2. Update any fields that require revision.
    3. Click Save.
    4. Click OK.
  5. To move the view or favorite:
    1. Select the view or favorite you want to move.
    2. Click Move To in the toolbar and select the destination folder.
    3. Click Yes.
  6. To copy the view or favorite:
    1. Select the view or favorite you want to copy.
    2. Click Copy To in the toolbar and select the destination folder from the drop-down list.
    3. Click Yes.

Private favorites: You can create favorites only if you have the user.favorites capability word in your operator record.

Public favorites: You can share favorites with other users only if you have the public.favorites capability word in your profile. If you create a public favorite and store it in the Favorites and Dashboards parent node, the favorite is available to all users. If you create a public favorite, and store it in a node that is subordinate to the Favorites and Dashboards parent node, the favorite availability depends on the properties of the parent node.

Contact your administrator if you cannot create favorites.

Related topics

Views and favorites
Public and private favorites

Add a view or favorite
Delete a view or favorite