{"id":27382,"date":"2026-08-18T10:46:12","date_gmt":"2026-08-18T10:46:12","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=27382"},"modified":"2026-08-18T10:46:15","modified_gmt":"2026-08-18T10:46:15","slug":"how-does-work-menu-user-favourites-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-does-work-menu-user-favourites-in-idempiere\/","title":{"rendered":"How Does Work Menu User Favourites in iDempiere"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When a user clicks the star icon, iDempiere automatically creates the underlying User Favourite Tree and Favorite Tree Node records that store the selection.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Business Rules<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Clicking the star icon beside a menu item toggles it in or out of the user&#8217;s Favorites list.<\/li>\n\n\n\n<li>Marking a favorite auto-creates a User Favourite Tree record if one doesn&#8217;t already exist for the user.<\/li>\n\n\n\n<li>Each favorite menu item is stored as a separate Favorite Tree Node record under the tree.<\/li>\n\n\n\n<li>Favorites are strictly user-specific; one user cannot see another user&#8217;s favorite list from the search box.<\/li>\n\n\n\n<li>The Sequence field controls the display order of favorite items in the list.<\/li>\n\n\n\n<li>Setting a Login automatic open sequence opens that menu tab automatically when the user logs in.<\/li>\n\n\n\n<li>A Summary Level node acts as a folder and does not link to a menu item itself.<\/li>\n\n\n\n<li>Deactivating a Favorite Tree Node hides it from the list without deleting the underlying record.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Prerequisites<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A valid iDempiere login; every user, regardless of role, can create their own favorites.<\/li>\n\n\n\n<li>The menu item to be favorited must already be accessible to the user&#8217;s role.<\/li>\n\n\n\n<li>System Administrator access is needed only to review or correct another user&#8217;s favorite records directly.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Navigation<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Menu \u2192 Search box (top toolbar) \u2192 type keyword \u2192 Star icon<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A System Administrator can also open the underlying records directly by searching for &#8220;Menu user favourites&#8221; in the same search box, which opens the User Favourite Tree and Favorite Tree Node tabs for review.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Configuration Steps<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Mark a Menu Item as Favorite<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This is the starting point of the feature. Starring a menu item is what triggers iDempiere to create the favorite records automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><td><strong>Field<\/strong><\/td><td><strong>Sample Value<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Search box<\/td><td>sa<\/td><td>Text typed to filter menu items by keyword<\/td><\/tr><tr><td>Star icon<\/td><td>\u2606 \/ \u2605<\/td><td>Toggles a menu item as favorite; a filled star means it is already added<\/td><\/tr><tr><td>+ icon<\/td><td>+<\/td><td>Opens the selected window directly in new-record mode<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"672\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-System-Rules-Menu-User-Favourites.png\" alt=\"Tenthplanet Idempiere-System Rules-Menu User Favourites\" class=\"wp-image-27394\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-System-Rules-Menu-User-Favourites.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-System-Rules-Menu-User-Favourites-300x197.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-System-Rules-Menu-User-Favourites-768x504.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Review the User Favourite Tree (Header Tab)<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This tab holds one record per user and represents the root of that user&#8217;s personal favorites tree.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><td><strong>Field<\/strong><\/td><td><strong>Sample Value<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Tenant<\/td><td>POTS<\/td><td>The tenant the favorite tree belongs to<\/td><\/tr><tr><td>Organization<\/td><td>*<\/td><td>Scope of the tree; typically &#8220;*&#8221; for a user-level tree<\/td><\/tr><tr><td>Favorite Tree<\/td><td>1000002<\/td><td>Unique identifier of this user&#8217;s favorites tree<\/td><\/tr><tr><td>User\/Contact<\/td><td>Praveen<\/td><td>The user who owns this favorites tree<\/td><\/tr><tr><td>Active<\/td><td>Yes<\/td><td>Controls whether this user&#8217;s favorites tree is in use<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"672\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-System-Rules-Menu-User-Favourites-1.png\" alt=\"Tenthplanet Idempiere-System Rules-Menu User Favourites-1\" class=\"wp-image-27395\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-System-Rules-Menu-User-Favourites-1.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-System-Rules-Menu-User-Favourites-1-300x197.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-System-Rules-Menu-User-Favourites-1-768x504.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Review the Favorite Tree Node (Detail Tab)<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This tab holds one record per favorite menu item and controls how each item behaves and displays in the user&#8217;s Favorites list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open the Favorite Tree Node tab under the selected User Favourite Tree record to view or adjust an individual favorite entry.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><td><strong>Field<\/strong><\/td><td><strong>Sample Value<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Tenant<\/td><td>POTS<\/td><td>The tenant the favorite node belongs to<\/td><\/tr><tr><td>Organization<\/td><td>*<\/td><td>Scope of the favorite node<\/td><\/tr><tr><td>Favorite Tree<\/td><td>1000002<\/td><td>The parent tree this node belongs to<\/td><\/tr><tr><td>Favorite Node Tree<\/td><td>1,000,003<\/td><td>System-generated identifier for this specific node<\/td><\/tr><tr><td>Menu<\/td><td>Sales Order<\/td><td>The menu item linked to this favorite<\/td><\/tr><tr><td>Name<\/td><td>(blank)<\/td><td>Custom label; used mainly for a folder-style Summary node<\/td><\/tr><tr><td>Parent<\/td><td>(blank)<\/td><td>The folder node this favorite is nested under, if any<\/td><\/tr><tr><td>Sequence<\/td><td>0<\/td><td>Controls the display order among favorites<\/td><\/tr><tr><td>Active<\/td><td>Yes<\/td><td>Controls whether this favorite is shown to the user<\/td><\/tr><tr><td>Collapsible<\/td><td>Yes<\/td><td>Allows the node to be expanded or collapsed if it has children<\/td><\/tr><tr><td>Favourite<\/td><td>Yes<\/td><td>Confirms the item is currently starred as a favorite<\/td><\/tr><tr><td>Summary Level<\/td><td>No<\/td><td>Marks the node as a folder rather than a direct menu link<\/td><\/tr><tr><td>Login automatic open sequence<\/td><td>(blank)<\/td><td>If set, opens this item automatically at login, in this order<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Unchecking Favourite or Active on this record removes the item from the Favorites list without deleting the record itself.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After completing this review, the Favorites list reflects exactly what each user sees in their personal menu shortcuts.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"672\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-System-Rules-Menu-User-Favourites-2.png\" alt=\"Tenthplanet-Idempiere-System Rules-Menu User Favourites-2\" class=\"wp-image-27396\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-System-Rules-Menu-User-Favourites-2.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-System-Rules-Menu-User-Favourites-2-300x197.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-System-Rules-Menu-User-Favourites-2-768x504.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Issue<\/strong><\/td><td><strong>Cause<\/strong><\/td><td><strong>Resolution<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Star icon does not turn solid<\/td><td>Page session error or a temporary connection issue<\/td><td>Refresh the page and click the star icon again<\/td><\/tr><tr><td>Favorite item does not appear in the Favorites list<\/td><td>The related Favorite Tree Node record is inactive<\/td><td>Set Active to Yes on the Favorite Tree Node record<\/td><\/tr><tr><td>Duplicate favorite entries for the same menu item<\/td><td>The star was clicked more than once before the page refreshed<\/td><td>Remove the duplicate Favorite Tree Node record<\/td><\/tr><tr><td>Menu item does not open automatically at login<\/td><td>Login automatic open sequence was left blank<\/td><td>Enter a sequence number on the desired Favorite Tree Node record<\/td><\/tr><tr><td>Favorites list looks disorganized<\/td><td>The Sequence field was not maintained across records<\/td><td>Update the Sequence values to control display order<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h1 class=\"wp-block-heading\"><strong>Next Steps<\/strong><\/h1>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Menu window \u2013 review the master menu structure that favorite items are selected from.<\/li>\n\n\n\n<li>User Preference window \u2013 manage other personal display and behavior settings.<\/li>\n\n\n\n<li>Role window \u2013 confirm which menu items a user&#8217;s role can access before favoriting them.<\/li>\n\n\n\n<li>Window, Tab &amp; Field \u2013 reference when a favorited window&#8217;s fields need to be reviewed or adjusted.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Menu User Favorites lets each iDempiere user build a personal shortcut list by starring menu items directly from the search [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,95,94],"tags":[],"class_list":["post-27382","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-application-dictionary","category-idempiere-system-admin"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27382","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=27382"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27382\/revisions"}],"predecessor-version":[{"id":27398,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27382\/revisions\/27398"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=27382"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=27382"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=27382"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}