Favorites Guidelines Print this Page

Favorites is a global area menu item in the UI Shell that enables authenticated users to bookmark an Oracle Fusion Applications business flow for accessing later. Favorites also make it possible for users to revisit object details attached to business flow parameters. The Favorites framework is built on top of the Recent Items feature, modeled after browser favorites that exclusively track artifacts within Oracle Fusion Applications.

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Description and Purpose
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Favorites enables users to access flows that they frequently access or track without having to remember a navigation sequence. Favorites can contain a collection of flows across various work areas to which the user has access. Users may perform actions similar to the browser’s Favorites feature, such as adding, deleting, editing, and creating new folders to manage favorites.

Figure 1. Example of a Favorites menu
Example of Favorites
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Cooper is a manager using the Oracle Fusion iRecruitment application to search for candidates for his organization. In the course of reviewing candidates, he comes across prospects for the different roles that he’s trying to fill. Cooper can mark the candidates that he is interested in using Favorites and create folders for each role.

For example, Cooper wants to follow up on a candidate, Claudia, who appears to be a good fit for a senior software engineer position. While viewing the profile for Claudia, Cooper selects Add to Favorites from the Favorite menu and places this favorite into a folder labeled “Senior Engineer Candidates.”

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Favorite Flows
Not all flows are candidates for Favorites. The flows that can and cannot be captured are limited both by dependencies and whether or not the task flow appears in the local area.

These flows can be added to Favorites:

  • Any object detail page, including the object identifier that can be accessed using global or transactional search (for example, Purchase Order: 123456) 
  • Any flow that can be accessed directly without relying on another flow for context
    • Overview pages
    • Manage pages
    • Search pages
    • Create and Edit type flows (except subprocesses)
  • Any flow that can be added to Recent Items

These flows cannot be added to Favorites:

  • Any flow that relies on another flow or action for context
    • Drill-down subprocesses (for example, a subprocess transaction)
  • Any partial page transitions of a single flow (view activity)
    • Individual search result sets
    • Popups and dialog boxes
    • Progressions through a master list in a master/detail layout (for example, expense report lines or invoice lines)
  • Any intermediate steps of a flow (for example, a second step of a train)
  • Any object that requires parent context (for example, expense report lines or invoice lines)
    • Child objects of these types should be accessed through their parent (for example, a line item in an expense report)
  • Any flow nested in a secondary tab set (for example, a dashboard, overview page)
Context vs. State

Context is typically set at the beginning of a flow. For example, when a business object is added to Favorites, it should include both the context of the activity (for example, create, view, edit), as well as the object identifier (for example, Customer ACME Corp., Employee John Smith).

State is something that changes during the course of the flow (for example, results in a search, traversing through master records in a master/detail layout). Favorites is not intended to maintain the state of the flow. For example, the results of a particular search will not be part of Favorites context. The native saved search capabilities are sufficient to support that requirement (see Search and Query Usage Guidelines for details). Instead, the Favorites will simply register the entry point of the search flow in this case.

Favorites Interactions
Favorites supports Add, Edit, and Delete interactions.
Add inserts a business flow into Favorites for future access. Launching the Favorite menu and selecting Add to Favorites enables users to register the current flow in focus into the Favorites list. Figure 2 to figure 7 illustrate the possible Add to Favorites interaction flow if users want to organize their new favorite into a specific folder.
Figure 2. Selecting the Add to Favorites menu item
Figure 3. Add to Favorites dialog box
Figure 4. Registering new favorites in an existing folder using the Create In list
Figure 5. Clicking the New Folder... button to launch the Create Folder dialog box
Figure 6. Entering a new folder name in the Create Folder dialog box and clicking Save and Close to dismiss the dialog box
Figure 7. Clicking the Save and Close button to dismiss the dialog box
To rename a Favorites item, launch the Manage Favorites dialog box from the Favorites menu (see figure 2), locate the item in the table (such as a folder or Favorites bookmark), and select the item to enable the click-to-edit capability. Select another item to continue editing or click Save and Close to confirm the edits and dismiss the dialog box.
Figure 8. Selecting an item in the Manage Favorites dialog box to enable click-to-edit capability
To remove a favorite, launch the Manage Favorites dialog box from the Favorites menu, locate and select the item to be removed in the resulting table, and click the Remove icon button. Click Save and Close to confirm the edits and dismiss the dialog box.
Figure 9. Removing a favorite by selecting the item in the Manage Favorites dialog box and clicking the Remove icon button
Launching a Flow from Favorites
To launch a flow from Favorites, open the Favorites menu and select the flow to be launched in the main area of the UI Shell.
Tab Model Navigation Through Favorites
  • No-Tab Work Area
    Launching a flow from Favorites in a No-tab work area replaces the current local area flow with the flow selected from the Favorites menu. If the flow being replaced is a transaction containing uncommitted data (for example, a create or edit flow), a warning dialog box will alert the user to save changes before continuing. For more information, see the Save Model guideline.

  • Dynamic Tab Work Areas
    Launching a flow from Favorites in a Dynamic Tab work area can open a new tab or place an existing tab in focus. An item from Favorites launches in a new tab if the flow and its context are not already running in the work area. For example, if the flow in Favorites is Edit Employee: John Smith, and the current work area has an Edit Employee flow open for Kate Jackson, selecting the Favorites item will open a new tab. If, however, the selected Favorites item was Edit Employee: Kate Jackson, because this flow is already running in the work area, the tab is simply brought into focus.

  • Static Tab Work Areas
    Static Tab work areas are similar to No-tab work areas in that they always replace a flow in the work area. The difference is that Static Tab work areas have one main flow running in each of its static tabs. When a flow running in a static tab is added to Favorites, both the flow and the tab that it is associated with are registered. Therefore, selecting an item from Favorites replaces the flow in the corresponding static tab.
Interwork Area Navigation Through Favorites
Selecting a Favorites associated with a different work area navigates the user away from the current work area. When navigating to a No-tab work area, the selected Favorites flow is loaded upon entry. When navigating to a Dynamic Tab work area, the Overview tab for that work area is opened, followed by the selected Favorites flow in a new tab that comes into focus. When navigating to a Static Tab work area, all static tabs are loaded on entry and the tab associated with the Favorites flow selection comes into focus.
Navigating from Unsaved Transactions
Navigating away from an incomplete task flow using Favorites should initiate the same unsaved data warning and necessary validations as any other link or button on the page (see Save Model guidelines for details).
Related Documentation
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Here are links to some related documentation:

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