Audience: All Targetprocess users.
Views and folders you have access to are displayed in the left navigation menu, which is divided into two sections: All Views and Favorites.
All Views
In the left navigation menu, the All Views section will display the following:
- All folders and views which have permissions set to Public
- All folders and views to which you or your team have been granted access
Folders and Views with their permissions set to Public will be visible and accessible in the left navigation menu to all users in Targetprocess.
For more information on how folder and view permissions are set and by whom, refer to Targetprocess: Share Views
Favorites
Because Folders and Views with their permissions set to Public are visible to all users in Targetprocess, there are many folders and views under All Views that may not be relevant to you.
You can customize the organization of views by adding frequently used or important views to your Favorites. This will move them to the top of the left navigation menu for better visibility and quicker access.
To set a view as a Favorite:
- Find the view in the left navigation menu and hover over it.
- Select the three horizontal dots to the right of the desired view to expand the Setup menu.
- Select Add to Favorites.
