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Working with Bookmarks


You can create, delete, rename, and assign visibility (e.g., public, private, or based on group) to bookmarks. You can also create folders (and subfolders) to further organize your bookmarks. For example, you can create a folder called East Region Sales and save all the bookmarks related to the sales in the East region into that folder.

Allowable characters in bookmark and folder names are A-Z, a-z, 0-9, underscores ("_"), dashes ("-"), and spaces. The name cannot be one of the following reserved words: "public", "private" or "properties". You can create multiple bookmarks with the same name as long as each has a different visibility or is under a different folder. Once you create a bookmark, you cannot change its visibility. To do so, you must delete it and create it again with the desired visibility. You can add bookmarks with different visibilities to the same folder, and folders do not have a visibility assigned to them. To move bookmarks from one folder to another, you'll have to delete the bookmark and add it again, you can't drag and drop.

Once you create bookmarks, you can view all of them or filter the list by visibility. You access the bookmark dialog boxes and list of saved bookmarks by selecting the Bookmarks button The bookmark button (or by selecting Bookmarks from the menu bar if it is available). Any bookmarks and folders you create are also listed in the menu that appears when you select the Bookmarks button, so you can load them with a click of your mouse.

Bookmarks save the view only, they do not save the data. To save a snapshot of the data, render the page to print and save the resulting HTML file. Also, bookmarks are grid/chart specific. To save the state of the entire application (all charts/grids in an application), use the Save and Load toolbar buttons. These buttons are available only if turned on by your application developer.

What do you want to do?

To create a bookmark:

  1. Once you create a view you want to bookmark, from the menu bar, select Bookmarks > Add Bookmark.... The Add Bookmark dialog box pops up.
  2. If desired, highlight the folder in which to store the bookmark, or click The Create Folder icon to create a new folder, then highlight it.
  3. Type a name for the bookmark in the Name edit box. Allowable characters are A-Z, a-z, 0-9, underscores ("_"), dashes("-"), and spaces. The name cannot be one of the following reserved words: "public", "private" and "properties".
  4. Enter a description in the Description edit box if desired.
  5. Use the Visibility drop-down list to select the visibility for the bookmark. Any groups to which you belong are listed in the drop down list.
  6. Click Add.

The bookmark is created and the dialog box closes. Note that empty folders are not saved.

To rename or change the description for a bookmark:

  1. From the menu bar, select Bookmarks > Organize Bookmarks.... The Organize Bookmarks dialog box pops up.
  2. Highlight the bookmark to edit. Or, single click the folder control (The expand folder icon. It is a plus sign inside a square box.) to display the bookmarks in the folder, then highlight the one to edit.
  3. Enter a new name or description in the edit boxes.
  4. Click Save.

The bookmark is edited. Click Close to close the dialog box.

To delete a bookmark or entire folder:

  1. From the menu bar, select Bookmarks > Organize Bookmarks.... The Organize Bookmarks dialog box pops up.
  2. Highlight the folder or bookmark to delete. If necessary, single click the folder control (This is a plus sign in a square box, indicating that the folder can be expanded by clicking it.) to display the bookmarks in the folder, then highlight the one to delete.
  3. Click the delete icon (The delete icon).

Once you confirm the deletion, the bookmark or folder is deleted. There is no undo. Click Close to close the dialog box.

To load a bookmark:

  1. From the toolbar, click the Bookmarks button. Or, from the menu bar, select Bookmarks > Load Bookmark.... The Load Bookmark dialog box pops up.
  2. Use the Show drop down list to filter the bookmarks by visibility.
  3. Highlight the bookmark to load. If necessary, single click on the folder control (The expand folder icon. It is a plus sign inside a square box.) to display the bookmarks in the folder, then highlight the one to load.
  4. Click Load.

The dialog box closes and the bookmark loads.

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