eCASE allows you to add specific Folders, Contacts, Search Criteria, Report Criteria, and Mail as links using the Manage Favorites option (as well as under the My Action Items field on the eCASE Home Screen). This enables quick access to frequently needed information.
NOTE: The My Action Items field must be enabled in the dashboard to configure favorites
Accessing Favorites
Items added to favorites can be accessed and managed through the Favorites interface. Follow the steps below to access Favorites:
Select you User Profile > Preferences
From the Preferences screen appears, click Manage Favorites.
The Favorites screen appears. On this screen you can create a new favorite, edit an existing one, delete a favorite, or alter the order in which the favorites appear.
The Favorites list has several attribute columns, as described below:
Column | Description |
|---|---|
Select | Use the check boxes in the Select column to check Favorite items to take action on. |
Display Name | The chosen display name for the Favorite item. |
Created Date | Date the Favorite was created. |
Expiration Date | Expiration date set for the Favorite, if applicable. |
Active | Indicates whether the Favorite item is currently active. |
Application Type | Lists the application type the Favorite item is associated with. |
Move Up/Down | Manage the order in which the Favorites appear. |
Actions on the Page
The actions available on this page are described in the table below:
Action | Description |
|---|---|
| Create a new Favorite item to add to the list. |
| Edit an existing Favorite Item. |
| Delete the selected Favorite from the list. |
| Share the selected Favorite with another user. |
| Return to the previous screen. |
| Using the drop-down list, users can select a Favorite group to display only the favorite items associated with that Favorite group. This section also allows users to Edit, Delete, and create New Favorite groups, using the adjacent buttons. |
| Import a Favorite XML file into eCASE. |
| Export Favorite(s) as an XML file. |
| Move the selected Favorite up in the Favorites list. |
| Move the selected Favorite down in the Favorites list. |
All Favorites-related actions are described in the topics below.
Favorites Groups
Favorites are divided into groups to aid in sorting and managing. Before a Favorite can be added, Favorite Group(s) must be created, as all Favorites are assigned to a group. The steps for managing Favorites Groups are described in the topics below.
Create a Favorite Group
Follow the steps below to create a new Favorite Group.
From the Favorites page (User Profile > Preferences > Manage Favorites), click New beside the Select Group field.
The Add New Group pop-up window appears.
Enter a name for the new group in the Group Name field and click Save to save the new group, or Close to cancel creating a group and return to the Favorites screen.
After saving, the newly-created group is available within the Select Group drop-down list.
Delete a Favorite Group
Follow the steps below to delete a Favorite Group:
From the Favorites page (User Profile > Preferences > Manage Favorites), select the Group to delete from the Select Group drop-down list, and click Delete.
A verification message appears. Click OK to confirm deletion, or Cancel to undo deletion and return to the Favorites screen.
Upon clicking OK to delete the group, users are returned to the Favorites screen, and the deleted group is no longer be available under the Select Group menu.
Favorites
There are six types of Favorite items which can be added to the Favorites list:
Type | Description |
|---|---|
Folder | A specific eCASE case folder. |
Contact | A contact within eCASE. |
Search Criteria | Specific search criteria that is used frequently. |
Report Criteria | Specific report criteria that is used frequently. |
Send Mail | Specific send mail criteria that is used frequently. |
URL | A URL that is accessed frequently. |
The criteria required when creating a new Favorite depends upon the type of Favorite being created. Each favorite type is detailed under Add a Favorite below.
Add a Favorite
Follow the steps below to add a new favorite item:
From the Favorites page (User Profile > Preferences > Manage Favorites), click Add New Favorite. The New Favorite screen appears.
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Select a Favorite Type from the available selections. These selections are Folder, Contact, Search Criteria, Report Criteria, Send Mail, and URL. The fields below Favorite Type change depending on the type selected.
Complete the fields for the Favorite Type as needed. Once all information is entered, click Save to save the favorite to the selected group
Folder
If creating a new Folder favorite, the fields below appear:
The fields are described in the table below:
Field | Description |
|---|---|
Application Type | Select the application type from the drop down list. The favorite is associated with the application type selected. |
Case Type | Select a case type from the drop down list. |
Mode | Select the mode from the drop down list. |
Select Folder | Click Search Folders |
Display Name | Enter a name for the favorite. |
Active | Click the check box to make the favorite active and visible in the Favorites list. |
Expiration Date | Click the Calendar icon |
to open a list of folders associated with the application and case types selected. Select a folder from the list.
to select an expiration date for the favorite, if desired. After the expiration date, the favorite is no longer available.Contact
If creating a new Contact favorite, the fields below appear:
The fields are described in the table below:
Field | Description |
|---|---|
Application Type | Select the application type from the drop down list. The favorite is associated with the application type selected. |
Display Name | Enter a name for the favorite. |
Contact Type | Select a contact type from the drop down list. |
Active | Select the check box to make the favorite active and visible in the Favorites list. |
Expiration Date | Click the Calendar icon |
to select an expiration date for the favorite. After the expiration date, the favorite is no longer available.Search Criteria
If creating a new Search Criteria favorite, the fields below are displayed:
The fields are described in the table below:
Field | Description |
|---|---|
Application Type | Select the application type from the drop down list. The favorite is associated with the application type selected. |
Display Name | Enter a name that the system displays for the favorite. |
Select Criteria | Use the first drop down menu to select either Folder Search or Boolean Search, and the second menu to select specific search criteria. |
Active | Click the check box to make the favorite active and visible in the Favorites list. |
Expiration Date | Click the Calendar icon |
to select an expiration date for the favorite, if desired. After the expiration date, the favorite is no longer available.Report Criteria
If creating a new Report Criteria favorite, the fields below appear:
The fields are described in the table below:
Field | Description |
|---|---|
Application Type | Select the application type from the drop down list. The favorite is associated with the application type selected. |
Display Name | Enter a name for the favorite. |
Report Type | Select a report type from the drop-down list. Available types include Completed Folders Report, Completed Tasks Report, Custom Folders Report, Custom Query Report, Custom Tasks Report, Pending Folders Report, Pending Tasks Report, Processing Times Report, Overdue Folders Report, Overdue Tasks Report, and Volume Report. For more details on different report types, see the Reports Overview section. |
Select Criteria | Use the drop down menu to select from a list of predefined report criteria. |
Active | Click the check box to make the favorite active and visible in the Favorites list. |
Expiration Date | Click the Calendar icon |
to select an expiration date for the favorite, if desired. After the expiration date, the favorite is no longer availableSend Mail
If creating a new Send Mail favorite, the fields below appear:
The fields are described in the table below:
Field | Description |
|---|---|
Application Type | Select the application type from the drop down list. The favorite is associated with the application type selected. |
Display Name | Enter a name for the favorite. |
Select Email Template | Select a predefined Email template from the drop down list. |
Active | Click the check box to make the favorite active and visible in the Favorites list. |
Expiration Date | Click the Calendar icon |
to select an expiration date for the favorite, if desired. After the expiration date, the favorite is no longer be available.URL
If creating a new URL favorite, the fields below appear:
The fields are described in the table below:
Field | Description |
|---|---|
Application Type | Select the application type from the drop down list. The favorite is associated with the application type selected. |
Display Name | Enter a name for the favorite. |
URL | Enter the URL to be accessed as a favorite. |
Active | Click the check box to make the favorite active and visible in the Favorites list. |
Expiration Date | Click the Calendar icon |
to select an expiration date for the favorite., if desired. After the expiration date, the favorite is no longer available.Edit a Favorite
After a favorite has been created, certain fields can be edited. To edit an existing favorite:
Locate the item to edit on the Favorites screen, and click the checkbox adjacent to name of the favorite.
Click Edit. The Edit Favorite screen appears.
Edit the available fields as needed. Not all fields can be edited, and non-editable fields are grayed out.
Once all edits are made as needed, click Save to save the changes and return to the Favorites screen. Users can also click Delete to delete the favorite, or Back to undo any changes and return to the Favorites screen.
Delete a Favorite
Follow the steps below to delete a Favorite:
Navigate to the Favorites page (User Profile > Preferences > Manage Favorites), and locate the Favorite to delete. Click the check box adjacent to the desired Favorite.
2. Click Delete.
A verification message appears. Click OK to delete the selected Favorite, or Cancel to cancel deleting the favorite and return to the Favorites page.
Export a Favorite
Follow the steps below to export Favorite(s) as an XML file:
Navigate to the Favorites screen (User Profile > Preferences > Manage Favorites), and click Export. The Export Favorites screen appears.
All of the user's Favorites are listed by Favorite Group under the branching menus. Use the check boxes adjacent to each Favorite to select the Favorites to export.
Click Export.
Internet Explorer displays a download alert as shown below. Click Save to save the exported Favorites XML file to the desired location for easy access going forward.
Import a Favorite
Follow the steps below to import Favorite(s) into eCASE:
Navigate to the Favorites screen (User Profile > Preferences > Manage Favorites), and click Import. The Import Favorites screen appears:
Click Browse to open Windows Explorer.
Navigate and select the file to upload.
Click Open.
Within the Import Favorites screen, click Import to import the selected XML file.
eCASE indicates that import completed successfully. The imported favorites are available from the Favorites screen.
Share a Favorite
Follow the steps below to share Favorite(s) with another user or user group:
Navigate to the Favorites screen (User Profile > Preferences > Manage Favorites), and click Share. The Select Permissions screen appears.
Click Add.
Enter the User/Group name in the Select Users/Groups field and click Search. Alternatively, click the Search button. A full list of available users appears. Select the User/Group from the list and click OK.
Click Add.
The Add Users/Groups screen appears, with the selected users populating the Select Users/Groups field. Click Add.
The selected user or group appears in the Shared Favorite list, meaning other users can view the designated favorite.