Favorite Display

 

A favorite display is a “photograph” of the main VISUAL PLANNING window.

It is usually linked to a scenario for using the tool.

This is one of the most important functionalities for end users of VISUAL PLANNING.

Thanks to favorite displays, users can quickly find their favorite dashboard.

A favorite display consists mainly of views. These are duplicates of existing views.

In particular, a favorite display memorizes:

  • the view(s) used, their position(s) and characteristics,
  • the filters applied.

To optimize communication between employees using the tool, it is recommended to make available to users a library of public favorite displays, each corresponding to a planning need.

You can also allow users to create their own private favorite displays.

USE

 

The aim is to use the “library” of elements made available to create the desired display.

Creating a favorite display

To create a favorite display, go to Display menu > Favorite displays >add button

add favorite display 1

The following window appears:

favorite display name

Specify the characteristics below.

 

Name

Give this display a name.

If the multi-language management is activated in the Admin center, it will be possible to fill in a name for this display in the proposed languages by clicking on the v7_adm_en_parametres_generaux_symbole_multilangue button.

 

Category

Attach this display to a Category if necessary.

If the category exists, select it. Otherwise, type in the name of the new category.

Warning

This option is only available if the favorite display is public.

Private

Check this box to keep the favorite display private.

If it is not checked, the display is public and will be visible to everyone, unless display visibility has been restricted in the permissions.

Caution

A public favorite display cannot be made private.

Start display

Check this box to directly start this favorite display when the planner is opened.

Warning

If this box is checked for several favorite displays, the first one in the list will be started, unless display visibility has been restricted in the permissions.

Description

Give a Description. The description is optional.

Finally you must confirm the display’s creation by clicking on OK.

Tip

To create a new favorite display, you can also use the following keyboard short-cut: Ctrl + Shift + S

Saving an existing favorite display

To save an existing favorite display, go to the Display menu > Favorite displays > button save

favorite display save

Tip

To save a new favorite display you can also use the following keyboard short-cut: Ctrl + S

Selecting a favorite display

 

To select a favorite display, go to the Display menu > Favorite displays > click on the arrow to select a favorite display > Select the name of the appropriate favorite display.

favorite display select

Tip

You can also select a favorite display by clicking on thevisual planning 8 favorite buttonbutton.

favorite display 2

Deleting a favorite display

 

To delete a favorite display, go to the Display menu > Favorite displays > vp7_fr_bouton_supprimer

vp7_en_affichage_favori_supprimer

A confirmation window opens:

favorite display delete

Click Yes to permanently delete the favorite display.

Caution

Deletion of a favorite display is irreversible.

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