Favorites Overview

Favorites are templates for items such as a case, report, or utility. A favorite allows you to save default values that are applied each time the item is opened or executed. This eliminates the need to repeatedly enter commonly used settings or field values.

You can share favorites so that other users can access the favorites you create. Administrators can optionally restrict editing of shared favorites so that only the creator of a shared favorite can modify it. This helps protect shared favorites that other users rely on from being changed unintentionally. For details, refer to Manage Favorites and Security Functions Reference. You can also set up favorites to be automatically distributed to other users.

Favorites can be scheduled to run in the background at a specified time. A scheduled favorite can run once or on a repeating schedule.

Many screens in Emplifi Agent can be saved as a favorite, including cases, reports, and utilities.

For more information, refer to:

• Case Basics

• Reports Overview

• Utilities Overview

Common uses of favorites

Favorites are commonly used in the following scenarios.

• Case templates: Create case templates that contain default values for commonly received case types. For example, a manufacturing company may create favorites for product complaints, product usage questions, or "where to buy" inquiries.

• Report templates: Save commonly used management or analysis reports with predefined filters or settings.

• Utility templates: Save frequently executed utilities with predefined parameters.

• Work items based on reports: Create work items generated from a report configuration.