IRIS: Copying a Co-Worker's Favorites

Your co-worker may have set up favorites that are customized to the procedures within your department which could be very helpful to you. Here is what you need to do:

  1. First, ask your co-worker to download his/her Favorites from the SAP Easy Access screen ·
    • Click the Favorites menu option at the top of the screen and then select Download to PC. ·
    • You will be prompted with a “Save As” window.
    • Provide a name for the file, such as MYFAVORITES.txt, and navigate to where you want to save the file. Make note of the file name and location, and click Save.
  2. Then, upload the saved MYFAVORITES.txt file to your IRIS Favorites. ·
    • Log in to your IRIS account. ·
    • Click on the Favorites folder in your SAP Easy Access screen. ·
    • Click the Favorites menu option at the top of the screen and then select Upload from PC. ·
    • You will be prompted to select a file from your PC. Browse until you find file that you saved and then click Open. ·
    • If you do already have favorites, you will be asked how you would like to save the Favorites. Choose Append!!! The favorites from your co-worker's account will be added at the end of your current favorites.
    • If you do not already have favorites specified in your account, your Favorites folder will be populated with the favorites from your co-workers file.If you wish to re-organize the order of the Favorites, use the arrow keys on the Standard Tool Bar. You may also use other Favorites tools to delete folders that don’t apply to your job, insert new transactions that aren’t part of your co-worker's favorites, create new folders, etc.

​Tip: Try downloading the Starter Kit Favorites if you do not have a specific user who can share useful favorites

For additional assistance utilizing IRIS, please visit our instructional documents and videos on the IRIS Help website.  You can also submit a help ticket online if you have additional questions.

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