How Does Work Menu User Favourites in iDempiere

Menu User Favorites lets each iDempiere user build a personal shortcut list by starring menu items directly from the search box, without any manual setup.

When a user clicks the star icon, iDempiere automatically creates the underlying User Favourite Tree and Favorite Tree Node records that store the selection.

Business Rules

  • Clicking the star icon beside a menu item toggles it in or out of the user’s Favorites list.
  • Marking a favorite auto-creates a User Favourite Tree record if one doesn’t already exist for the user.
  • Each favorite menu item is stored as a separate Favorite Tree Node record under the tree.
  • Favorites are strictly user-specific; one user cannot see another user’s favorite list from the search box.
  • The Sequence field controls the display order of favorite items in the list.
  • Setting a Login automatic open sequence opens that menu tab automatically when the user logs in.
  • A Summary Level node acts as a folder and does not link to a menu item itself.
  • Deactivating a Favorite Tree Node hides it from the list without deleting the underlying record.

Prerequisites

  • A valid iDempiere login; every user, regardless of role, can create their own favorites.
  • The menu item to be favorited must already be accessible to the user’s role.
  • System Administrator access is needed only to review or correct another user’s favorite records directly.

Navigation

Menu → Search box (top toolbar) → type keyword → Star icon

Typing a keyword in the top search box lists matching menu items under the Menu tab; each row shows a star icon that adds or removes it from Favorites, and a plus icon that opens it directly in new-record mode.

A System Administrator can also open the underlying records directly by searching for “Menu user favourites” in the same search box, which opens the User Favourite Tree and Favorite Tree Node tabs for review.

Configuration Steps

Step 1: Mark a Menu Item as Favorite

This is the starting point of the feature. Starring a menu item is what triggers iDempiere to create the favorite records automatically.

Click the global search box, type a keyword to filter the menu, then click the star icon beside the desired item. A filled star confirms it is now a favorite.

FieldSample ValueDescription
Search boxsaText typed to filter menu items by keyword
Star icon☆ / ★Toggles a menu item as favorite; a filled star means it is already added
+ icon+Opens the selected window directly in new-record mode
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Step 2: Review the User Favourite Tree (Header Tab)

This tab holds one record per user and represents the root of that user’s personal favorites tree.

Open the User Favourite Tree tab to see the list of users who have at least one favorite, along with the tenant, organization, and tree reference for each.

FieldSample ValueDescription
TenantPOTSThe tenant the favorite tree belongs to
Organization*Scope of the tree; typically “*” for a user-level tree
Favorite Tree1000002Unique identifier of this user’s favorites tree
User/ContactPraveenThe user who owns this favorites tree
ActiveYesControls whether this user’s favorites tree is in use
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Step 3: Review the Favorite Tree Node (Detail Tab)

This tab holds one record per favorite menu item and controls how each item behaves and displays in the user’s Favorites list.

Open the Favorite Tree Node tab under the selected User Favourite Tree record to view or adjust an individual favorite entry.

FieldSample ValueDescription
TenantPOTSThe tenant the favorite node belongs to
Organization*Scope of the favorite node
Favorite Tree1000002The parent tree this node belongs to
Favorite Node Tree1,000,003System-generated identifier for this specific node
MenuSales OrderThe menu item linked to this favorite
Name(blank)Custom label; used mainly for a folder-style Summary node
Parent(blank)The folder node this favorite is nested under, if any
Sequence0Controls the display order among favorites
ActiveYesControls whether this favorite is shown to the user
CollapsibleYesAllows the node to be expanded or collapsed if it has children
FavouriteYesConfirms the item is currently starred as a favorite
Summary LevelNoMarks the node as a folder rather than a direct menu link
Login automatic open sequence(blank)If set, opens this item automatically at login, in this order

Unchecking Favourite or Active on this record removes the item from the Favorites list without deleting the record itself.

After completing this review, the Favorites list reflects exactly what each user sees in their personal menu shortcuts.

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Common Issues and Resolutions

IssueCauseResolution
Star icon does not turn solidPage session error or a temporary connection issueRefresh the page and click the star icon again
Favorite item does not appear in the Favorites listThe related Favorite Tree Node record is inactiveSet Active to Yes on the Favorite Tree Node record
Duplicate favorite entries for the same menu itemThe star was clicked more than once before the page refreshedRemove the duplicate Favorite Tree Node record
Menu item does not open automatically at loginLogin automatic open sequence was left blankEnter a sequence number on the desired Favorite Tree Node record
Favorites list looks disorganizedThe Sequence field was not maintained across recordsUpdate the Sequence values to control display order

Next Steps

  • Menu window – review the master menu structure that favorite items are selected from.
  • User Preference window – manage other personal display and behavior settings.
  • Role window – confirm which menu items a user’s role can access before favoriting them.
  • Window, Tab & Field – reference when a favorited window’s fields need to be reviewed or adjusted.