Configure eForm Favourites

Favourites are a great way to make it fast and easy to access your most-used forms. You can configure your eForm Favourites in the eForms tab of the Ocean Portal.

Setting a Favourite eForm
  • From the eForms tab in the Ocean portal, click on the "Favourites" section (selected from the menu along the left).
  • Select "Add Favourite".
  • Search for the form(s) you would like to add as a favourite by using basic keywords or form names.
  • Note: Forms created by other sites will not be searchable from this window unless they have been added to your site form the "Site eForms" section (selected from the menu along the left).
  • After you find the form you wish to use as a favourite, double-click to select it. The form will automatically appear at the bottom of your Favourites list.
Grouping eForms together as a Favourite Group
  • Grouping eForms together in a favourite group will allow you to always choose a group of forms, which will present a certain group of forms together, in succession.
  • Search for and select a form that you want to include in a favourites group from the "Favourites" section of the eForms tab.
  • Click "Add Form" and search for and select the second form that you want to include in this favourite group.
  • You will now see both forms listed together in this favourite group, which you can rename, as desired.
  • Note: If you click the "Delete" button of a group, it will delete the whole group from your Favourite eForms. If you only want to delete one eForm from a group, click on that eForm's title and click the "Remove" button.
Deleting or Renaming Favourites
  • Click on the form you want to delete from the "Favourites" section.
  • Select "Delete" or "Rename" from the expanded window.
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