Favorites

Favorites are your quick links to screens you use often, such as an order overview or a task list, and to starting new cases. Open the favorites list with the star icon in the top bar. The same items also appear in the Favorites widget on the dashboard. Each user has their own favorites.

No.ElementPurpose
1Favorite itemClick to open the saved screen. For a new case item, a new case is created right away, and if a task in it is waiting for you, TAS opens it. Click the item with the mouse wheel to open it in a new browser tab.
2MoveDrag the item by this icon to another position in the list. The icon appears when you hover over the row.
3More actionsMenu with the Edit and Delete actions.
4Add current screen to favoritesSaves the screen you are currently on. If it is already in favorites, the button changes to Remove current screen from favorites.

If you have no favorites, the list shows “The favorites list is empty” with a tip that you can add them with the button.

How to add a screen to favorites

  1. Open the screen you want to save, for example the Orders overview.
  2. Click the star in the top bar.
  3. Click Add current screen to favorites.
  4. In the Add to favorites window, edit the name and optionally the image, and click Save.

The new item is added to the top of the list. If you add the same screen a second time, TAS warns “This action is already in favorites.”

How to add starting a new case

You can also save a process you start often to your favorites. Clicking such an item then starts a new case in a single click.

  1. In the side menu, click New case.
  2. In the Create new case window, select a process from the list.
  3. Click the star to the left of the list (1).
  4. In the Add to favorites window, edit the name and click Save.

A filled star means the selected process is already in your favorites. Click it again to remove it from favorites.

The Add to favorites and Edit favorite item window

The same window opens when you add or edit an item. When adding, its title is Add to favorites; when editing, it is Edit favorite item.

FieldPurpose
ImageIllustration displayed with the item in the Favorites widget on the dashboard.
Change imageOpens a selection of illustrations. Click an illustration to select it.
NameItem text. Required. TAS pre-fills it based on the screen, for example “Overviews - Orders” or “New case - ” followed by the process name.
Other language variantsExpands fields for the name in other languages. Users see the name in their application language; if the item does not have one, they see the Name field. Use the AI translation button to translate the names automatically (only when AI is enabled on the installation).
SaveSaves the item.
CloseCloses the window without saving.

Administrators also see a More options link in the window, where they can edit the item address (URL) and, for a new case, also the request body.

Editing and removing an item

In the favorites list, hover over an item and click the three dots. The menu has two actions:

ActionPurpose
EditOpens the Edit favorite item window.
DeleteRemoves the item after you confirm “Do you really want to remove … from favorites?”

You can also remove the screen you are currently on with the Remove current screen from favorites button at the bottom of the list.

Favorites widget on the dashboard

The widget shows the same items as the list in the top bar, plus an image and a label with the item type (for example New case, Overviews, Tasks). Click an item to open it.

In dashboard edit mode, the widget has an Add favorite button, and each item has Move, Edit and Delete icons. The procedure is described in the Dashboard article.

Where favorites are stored
Favorites are part of your dashboard. If you remove the Favorites widget from the dashboard, the items are kept and come back as soon as you add the widget again. However, resetting the dashboard replaces your list with the favorites from the default dashboard.

Related: Dashboard, Dashboard widgets, Navigating the interface.

News

Navigating the interface
Syca (opens in a new tab)

Powered by HelpDocs (opens in a new tab)