In addition to the Favorites user permissions, if you have Collaboration permissions, you can share favorites directly with other users and/or via shared folders. You can share when you first save a favorite or later, by updating the sharing settings.
Learn about how sharing works
| Excerpt | ||
|---|---|---|
| ||
Even after sharing, a favorite or dashboard item is always linked to its original owner and other users can only view the item (not edit, share or delete it), as outlined below:
|
Learn about the sharing options
| Excerpt | ||
|---|---|---|
| ||
You can share a favorite or dashboard in the following ways:
|
Share a favorite when you first create it
You can share a favorite as part of the Save a favorite process.
For example, suppose you create a pie chart comparing the profit last month in each territory. You now want to save the chart as a favorite and share it with the sales team by placing it in a sales folder. You also want the favorite to automatically update with new data as time goes on.
Select Actions > Save.
Select New from the Favorite dropdown list, if not already selected.
Enter the name as Territory Profitability and leave the description blank.
Leave the period as Current (Previous Month).
Select the Sales folder.
Do not select any individual users. The favorite will be automatically shared with you as you are the owner.
Click Save.
Share an existing favorite
You can share an existing favorite from two locations in Phocas:
- From the Manage Favorites page: Click the Phocas menu button > Favorites >Manage Favorites. Locate the favorite and click its Share button (on the far right side). In the Favoritewindow, select the required sharing options (see above), then click Save.
From On your homepage: Locate the favorite and click the menu button (on the far right side), then click Share. In the Share Favorite window, select the required sharing options (see above), then click Save.
If you’re an administrator, you can share a favorite via the Administration > Favorites page.
Stop sharing
| Excerpt | ||
|---|---|---|
| ||
To remove a favorite or dashboard from someone else's view, follow the process to share a favorite/dashboard but:
Then click Save. |
Share an embeddable link
| Excerpt | ||
|---|---|---|
| ||
You can generate a link for embedding a favorite or dashboard into another website (such as an intranet, or another product) for authenticated users to view. When the item is open, select Export > Embed view  A new browser window opens with an unique embeddable URL, which you can then copy and paste into another application (the steps you need to take depend on the application you are using). In some cases, you need to put the URL inside an iframe HTML tag. For example, the code snippet might look like this:
In the example below, a favorite was embedded into another location and then opened by a user. You can see it looks a bit different in the embed view; the black bar, logo and other Phocas tools are absent. Authenticated users can open the favorite to analyze the data in Phocas.  |
On this page
| Table of Contents | ||||
|---|---|---|---|---|
|
| Panel | ||
|---|---|---|
| ||
Video |