Favorites functionality in Helix
Favorites Star Icon:
- Within each module's list view or Kanban view, users will find a star-shaped Favorites icon adjacent to each record. Clicking on this star marks the record as a favorite.
- Within each module's list view or Kanban view, users will find a star-shaped Favorites icon adjacent to each record. Clicking on this star marks the record as a favorite.
Marking Records as Favorites:
- Users can mark records as favorites by clicking the star icon associated with each record. This action signifies that the record is of particular interest or requires regular attention.
- Users can mark records as favorites by clicking the star icon associated with each record. This action signifies that the record is of particular interest or requires regular attention.
Quick Access to Favorites:
- A dedicated "Favorites" section or filter is typically available in the module's view. Clicking on this section displays a list of all records marked as favorites, providing users with swift access to their preferred records.
- A dedicated "Favorites" section or filter is typically available in the module's view. Clicking on this section displays a list of all records marked as favorites, providing users with swift access to their preferred records.
Favorites Filter in Lists:
- In list views, users can apply a "Favorites" filter to display only those records that have been marked as favorites. This focused view streamlines the user interface and eliminates unnecessary clutter.
- In list views, users can apply a "Favorites" filter to display only those records that have been marked as favorites. This focused view streamlines the user interface and eliminates unnecessary clutter.
Multi-User Favorites:
- Favorites functionality is usually user-specific, meaning each user can have their own set of favorite records within a shared module. This personalized approach enhances individualized user experiences.
- Favorites functionality is usually user-specific, meaning each user can have their own set of favorite records within a shared module. This personalized approach enhances individualized user experiences.
Favorites Across Sessions:
- The Favorites list often persists across user sessions, ensuring that users don't have to re-mark their preferred records every time they log in. This persistence contributes to a seamless and user-friendly experience.
- The Favorites list often persists across user sessions, ensuring that users don't have to re-mark their preferred records every time they log in. This persistence contributes to a seamless and user-friendly experience.
Integration with Search:
- Users can search for their favorite records using the global search functionality. The Favorites filter often extends to the search results, enabling users to quickly locate specific records.
- Users can search for their favorite records using the global search functionality. The Favorites filter often extends to the search results, enabling users to quickly locate specific records.