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ARCHIBUS Smart Client

Working with Favorite Views

Having the views you frequently-access, including customized views that you create using restrictions and field selections, on your Favorites list makes them more readily available. This eliminates the need to create the view each time you want to access it.

For example, you can create a view that shows defining rooms for the buildings you are responsible for, and then add the view to the Favorites list. You can also create new grid views by selecting from a list of ARCHIBUS tables, and add the new customized view to your Favorites. See Creating New Grid Views.

From the Smart Client, you can add grid views or Web views to your Favorites list. If the Favorite view is a Web view, you can open it in a separate window by selecting the view in the Favorites list and click Window.

Adding Customized Views to Your Favorites List

To add a view to your Favorites list:

1. Load the view that you want to add to your Favorites list. For information on altering views, see Customizing Views: Overview.
2. Run the Navigator/Favorite command on the Ribbon.
3. The program adds the view to your list of favorites.

   The Web Central Web Services saves the view to a file in the per-site area named for the current user in this form:

   \schema\per-site\<afm_activities.subfolder>\<viewfilename>-<afm_users.user_name>.axvw

4. To change the title that appears in the Favorites list:
   1. Select the view in your Favorites list and click Edit.
   2. Enter a unique title for the view in the Task field.
   3. Click Save.

Loading Views from the Favorites List

To load a view from the Favorites list:

1. Select the Favorites tab from the Explorer panel.
2. If your list of Favorites is long, use the filter row to restrict the list: type in the task title. As you type, the list refreshes to display only the tasks matching your entry.
3. Select the view from the list, and either double-click it, or select it and click the Open from the top of the Favorites tab.