Working with favorites

Working with favorites

This topic describes how to work with favorites. You can mark document libraries, folders, lists, site newsfeeds, documents and list items as favorites, for easy navigation.

To mark a location as a favorite:

  1. Find the location.
  2. Optionally, select the SharePoint view you want to associate with this favorite location.
  3. Optionally, filter the location by tags.
    Note: You can define a separate favorite for each view and tags combination.
  4. Tap the white star () on the item's icon to add it to the favorites.
  5. If you are marking a document library, folder, or list, the Add to Favorites panel appears:
    Add to favorites
    If required, modify the favorite options as follows:
    • Tap Views and select a view you want to associate with this favorite location. To define multiple favorites for multiple views, tap Edit View and check each view you want to define as a favorite.
    • Slide Follow Location to Off, to add to favorites without getting updated with document/item changes in this location.
    • Slide Include Subfolders to Off, to add to favorites and get updated with document/item changes in this location but not in its subfolders.
    • Slide Make Available Offline to On if you want the contents of the location to be downloaded to the device.
  6. If you are marking a site's Newsfeed as a favorite, you are asked if you want to follow the site and receive Newsfeed conversation updates. Tap Just Favorite or Favorite & Follow.
  7. Tap Add to finish, or Cancel, to cancel the operation. The star icon changes to yellow.
    Note: if you selected Make Available Offline, the contents of the folder are downloaded to the device, and the phone icon () is added to the location. You can view the offline status of the location when you browse to it.

To mark a document/item as a favorite:

  1. Find the document/item.
  2. Tap the white star () on the document/item's icon, and select if you want to add the document/item as a Favorite and Save Offline or as a Favorite Only.
    If you selected Favorite and Save Offline, the document/item is downloaded to the device, and the phone icon () is added to the type icon.
    The star icon changes to yellow ().

Add a favorite document/item, and save offline

To save a favorite document/item offline:

If you marked a document/item as a favorite, and now want to save it offline, proceed as follows:

  1. Find the document/item.
  2. Tap the yellow star () and select Save Offline to save a local copy of the document/item for offline use. The phone icon () is added to the type icon.

To save a favorite location offline:

If you marked a location/list as a favorite, and now want to save it offline, proceed as follows:

  1. Find the location/list.
  2. Tap the yellow star () and slide Make Available Offline to On to save an offline copy of the location/list. The phone icon () is added to the type icon.

To browse to a favorite item:

  1. Tap the Views menu () > Locations () > Favorites.
    The favorites list
  2. Tap a favorite location to browse to it, or a document/item to view its Document Info/list item Info.

Notes:

  • Favorite locations are automatically saved with the view it was in at the time it was made a favorite.
  • If you are browsing to a favorite location that was saved with tags and a view, you are taken directly to that view where you can see the tags and the documents/items that contain those tags.
  • If the favorite location was saved offline, the offline status is shown under the location name.

Favorite locations icons:

The Favorites tab in the Locations view shows the list of locations and documents/items that were defined as favorites.

The small icons overlaid on a location's type icon indicate your favorite settings:

  • The Follow icon () indicates that you follow this location and will receive updates for changes.
  • The View icon () indicates that a view is associated with this favorite location.
  • The Filter icon () indicates that this favorite location is filtered by tags.

To remove a location or a document/item from the favorites view:

To remove a subsite from the favorites list:

  1. Find the location or document/item.
  2. Tap the yellow star () on the location's icon. The star changes to white () and the subsite is removed from the favorites.

To remove a location from the favorites list:

  1. Find the location or document/item.
  2. Tap the yellow star () on the location's icon.
  3. Tap Remove Favorite to remove it from the favorites.
  4. Tap Yes to confirm that you want to remove the location from the favorites list.
  5. Tap Done to complete the process.

To remove a favorite document/item:

  1. Find the location or document/item.
  2. Tap the yellow star () and select: Remove Favorite.
  3. Tap Yes to confirm that you want to remove the document/item from the favorites list.

Alternatively:

  1. Tap the Views menu () > Locations () > Favorites.
  2. Tap the Actions menu () > Edit ().
  3. Tap the Delete icon () to remove an item from the list.
  4. Tap Yes to confirm, and then tap the check mark () to exit the edit mode.

To reorder the favorites:

  1. Tap the Views menu () > Locations () > Favorites.
  2. Tap the Actions menu () > Edit ().
  3. Tap the up () or down arrow () icons next to a favorite to move it up or down the list.
  4. Tap Done.

To define two favorites of the same location, different views:

  1. Find the location.
  2. Tap the yellow star () on the item's icon.
  3. Select the SharePoint view you want to associate with this new favorite location:
    1. Tap the default view name, then tap Add View.
    2. Tap the check mark next to the view you want to select. You may select as many views as you want.
    3. Tap Add.
  4. Set the favorite options.
  5. Tap Done to finish, or Cancel, to cancel the operation.

The same location appears more than once in the Favorites list, each with a different view name appended to it.

To change the favorite document/item settings:

  1. Tap the Views menu () > Locations () > Favorites.
  2. Tap the Actions menu () > Edit ().
  3. Tap a favorite location and select a favorite document/item option.

To edit a favorite document/item:

Note: This option is available if the document/item is in your favorites.

  1. View document information.
    - or -
    Find the required document, and swipe its name.
    - or -
    Open the required SharePoint list and tap the desired item.
  2. Tap the Actions menu (), and then tap Edit Favorite ().

    Edit favorite options

  3. Select from the following:
    • Remove Favorite to remove the favorite and the offline copy of the document/item.
    • Remove Offline to only remove the offline copy of the document/item.
    • Cancel to return to the Document/Item Info page.

To share favorites between harmon.ie clients:

This feature applies to harmon.ie Enterprise Edition only. A social server must be configured for this feature to work.

harmon.ie shares your favorite locations with all your harmon.ie clients (mobile and desktop). Favorites you add in harmon.ie Outlook, for example, will be shared and automatically added to your harmon.ie mobile device, along with their view settings and favorite options.

Note: Document/Item favorites cannot be shared with desktop clients (only folder and document library favorites).

To disable favorites sharing:

Tap the Views menu () > Settings () > Locations, and slide the Share Locations > Sites and Favorites switch to Off.

Note: Turning favorites sharing off disables sites sharing as well.