How to Change My Forms Links in the Forms & Data widget
This article goes over the steps involved in updating your My Forms section (i.e. Favorites) in your Forms & Data widget in Avatar, located on your Home View and other consoles. We’ll touch on both removing and adding links via the Edit Menu – alternative methods can be found at the bottom of this article:
Removing Links (via the Edit Menu)
Click on the “Edit” link in the top right corner of your Forms & Data widget
Highlight the form or report you’d like to remove (it will be green), then right-click your mouse to bring up a sub-menu, then click “Remove”
When finished, click “Save” at the bottom
Adding Links (via the Edit Menu)
Click on the “Edit” link in the top right corner of your Forms & Data widget
Click into the field and search for your desired form or report, and left-click when you’ve found it (note you do not have to search the exact name; the search will begin after you have typed 3 characters)
Once your selection is within the field, click the “Add Form” button to the right
The form will be added to your list, at the bottom; you can left-click/hold to drag the item around the menu to place it if you’d like
Click “Save”
Alternate Method of Adding Links
Add from within a form/report by clicking on the small icon shown below, located right under the “Submit” or “Process” buttons within forms/reports.
Drag and drop from the “Recent Forms” section by left-click+hold with your mouse, then dragging it up to the My Forms section and releasing the mouse button to drop.
-END