A favorite is a link to a rule or data instance that you can use to quickly find items while working in Designer Studio or the Case Manager portal. You can create favorites that are visible to your operator exclusively, another operator, or all operators within a specified access group.
Before you begin, ensure that the following criteria is met:
The rule you are adding as a favorite is not a checkout.
You have opened the correct version of the rule to add as a favorite.
For example, a rule can have a base version and 50 circumstanced versions, one for each state in the United States. You can add the Vermont instance as a favorite to Doug Smith and the California instance as a favorite to Belle Cruise, respectively.
To add a rule as a favorite, complete the following steps:
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.
Select an option to indicate how the system finds this favorite.
Click Submit.
While you can no longer delegate ruels using favorites, you can use the pyCMDelegatedRules harness in the Case Manager portal to view rules that were previously delegated using the Add to favorites action.
Options include: