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Select default favorites to display for users associated to the user role.

  • Users associated with multiple user roles will have access to all workflow items defined for each user role.
  • If the user modifies their Favorites list, favorites not in the user's list will be added to the end of the Favorites list.

  1. In the User Role Default Favorites table, click Add New Item.

  2. In the Item Order field, enter where the form will display in the Favorites list.

  3. In the Form Selected For User Access field, enter the form name, click Enter.

  4. In the Item Name field, enter the form description that will display in the Favorites list.