Default favorites to show when a user logs in?

[Julia Allen1]

Hi - curious how to set favorites (in the navigator on the left) to automatically load (vs. all the applications) when a user logs in. It seems someone set this on all the users, except for mine? 

I checked the logs but nothing looks funny, just curious how you might do that. 

[Michael Jones -]

So, it seems like you can make this true for all users - at first login - by doing the following: 

Go to User Administration > User Preferences

Click New

Enter a description: Make Favorites default at first login

Name: navigator.activeView

Check Box for System: Checked

Leave User Blank

Value: favorites

Submit

With the above in place, at first login, the user would have Favorites as the default and not the filter navigator. 

If you wanted to make this "permanent" (not just at first time login) you would set up the record above and then create a Business Rule: 

Name: Make Favorites Default Filter

Table: User Preference [sys_user_preference]

When to Run:

Condition - Name [is] navigator.activeView

Insert: Checked

Actions:

Set field values: Value [To] favorites

Submit

With both of the above in place, when you log on for the first time, you will see the favorites as the default view in the filter navigator. If you change it in the active section, it will stay changed for that session. When you next log out and log back in, favorites will be the selected option again. 

So, it was a little easier than I thought. I'm not sure if this is how it's being done in your instance, but this would be a way to do it. 

Hope this helps!

If this was helpful or correct, please be kind and click appropriately!

Michael Jones - Proud member of the CloudPires Team!