Using the Favorites feature in Banner 9

banner favorites

Introduction

This article describes how to use the Favorites feature in Banner 9.

The Favorites feature will remember which forms (or other objects) you've marked as Favorites. Using Favorites offers a couple of benefits:

Forms saved as Favorites appear with a filled in blue star in search results screens.
Forms saved as Favorites are displayed together in your Favorites menu for browsing.

Instructions

How to add a Favorite

To add a Favorite, click the empty star outline next to the form name in search results.

A screenshot of the search results screen. A red arrow is pointing at the empty star outline next to a form displayed in the search result.

The star will be filled in blue when the form is marked as a Favorite.

A screenshot of the search results screen. A red arrow is pointing at a filled in blue star next to a form displayed in the search result.

How to use the Favorites menu

The Favorites menu can be opened by clicking the Star icon in the navigation panel.

A screenshot of the Banner home page. A red arrow is pointing to the star icon available in the navigation bar on the left. The navigation bar is vertical, gray, and the star is the seventh icon from the top.

Favorites display in the menu in the order they were added. You can launch a form from the menu by clicking its name.

A screenshot of the Favorites menu open. It displays on the left in the same gray as the navigation bar.

How to remove a Favorite

Click the filled star icon next to the form name to remove it from your Favorites. This works in both the search results area and in the Favorites menu.

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