Related information
Refer to Prerequisites for delegating a rule using favorites for information about prerequisites.
Creating a favorite
In the Actions menu of the rule form header, click Add to Favorites.
Enter text in the Label field that distinguishes this favorite from other delegated rules.
The value you specify appears in the Favorite Explorer and the operator menu in Designer Studio.
Use the Add to drop-down list to indicate who can access this favorite.
Options include:
My Personal — Visible to your operator only.
My Access Group — Visible to all operators in your current access group.
Other Access Groups — Visible to operators in the access group you specify.
Other User Personal — Visible to the specified operator ID only.
Select an option to indicate how the system finds this favorite.
These radio buttons appear when a rule supports multiple versions:
Open the highest version — Rule resolution is used to find and open the delegated rule.
Always open this version — The exact version used to create the favorite is opened, even if other instances exist in a higher ruleset version or class.
Click Submit.
Editing a favorite
Perform one of the following actions.
Select Edit Favorites from the top-level menu of the Favorite Explorer.
Select My Favorites > Edit Favorites from the operator menu of Designer Studio.
Both of these options allow you to edit favorites that are visible to you or operators in your current access group. You cannot view or edit a favorite after it has been delegated to a user outside of your current access group.
Note: After you delete a favorite in the My Access Group category, it is no longer visible to you and all other operators in your current access group.