What is a Favorite?
You can think of a Favorite as a “bookmark” for your most commonly used Form Bio data. Except where browser bookmarks are tied to a specific web-page, Form Bio Favorites are tied to the data itself. This allows for time-saving features like a view of all your Favorite files all in one place, and a means to search through only your Favorites to make search snappy!
What Data Can I Mark as a Favorite?
Note that the images below each data type are to serve as a visual aid for Form Bio terminology, and not meant to suggest that is the only place you can see that Favorite data.
All of the following data types can be be Favorited:
- Files
- Folders
- Workflows
- Workflow Versions
- Workflow Runs
- Workflow Run Templates
Where Can I See My Favorites and My Team’s Favorites?
To see all your Favorites and your Project team members’ Favorites in one place, select “Favorites” from the left-side Nav Menu.
Favorites are by default scoped to a specific Project. This is to ensure ease of collaboration, as the data that can be Favorited is also shared to the Project.
Once here, you can toggle between viewing all Favorites of all types for the Project, just your Favorites, Favorites of a specific type, and any combination of those filters. You can search through any Favorite data, though keep in mind any filters you set will apply to your search results too.
That’s not the only place to view your Favorites though! Anywhere you interact with data that is compatible with the Favorites feature, you should see a yellow star aside your “Favorited” data.
How Can I Add or Remove a Favorite?
Anywhere you see a yellow star ⭐️ button in Form Bio’s UI, you are looking at an opportunity to either add or remove that data as a Favorite. If the button is not filled in yellow, then it is not a Favorite yet, and clicking will make it one. If the button is yellow, clicking will remove the Favorite. You will also see text explaining which action you’re about to take, as shown in the images below:
Does removing a Favorite delete the data itself?
It does not. Extending the bookmark analogy, Favorites point to data, but aren’t that data. If you remove a bookmark from your browser, you wouldn’t expect the web page to be deleted either. Favorites are the same way.
Why is my Favorite Gray?
If you read the footnote in the Add / Remove section above, you know that removing the Favorite designation from data doesn’t delete the data itself. So why when visiting the Favorites Page might you see some rows in the table grayed-out and unclickable?
If a table row is grayed out in the Favorites Page, it is likely due to one of two reasons:
- The data itself was deleted.
- Eg. I “Favorited” a folder, but then that folder was deleted. Deleting the folder doesn’t delete the favorite, so that may be why you see this.
- Access Permissions have changed.
- This could occur if your Project Permissions have changed, or if the permissions on the data itself have become more restrictive.