Using the Star Record Feature in IntelligenceBank

Modified on Fri, 9 Oct at 6:29 AM

Introduction

The Star record feature in IntelligenceBank allows you to bookmark important records for quick access. This personal favoriting system helps you create shortcuts to frequently used database records, reducing time spent searching for key content.

Where to Find the Star Feature

The Star icon appears in multiple locations throughout IntelligenceBank:

In Record View

When viewing any database record, the star icon appears in the top toolbar. 

In Database Home Page

The star icon is available in all three view types on the database home page:

List ViewStar icon appears for each record in the list 
Card ViewStar icon displays on each record card 
Kanban ViewStar icon shown on each record card 

Adding a Star to a Record

You can star a record in two ways:

From Within a Record

1Open the database record you want to star
2Click the empty star icon (☆) in the top toolbar
3The star will fill in (★) to show it's been saved

From Database Home Page

1Navigate to your Database home page
2Choose your preferred view (List, Card, or Kanban)
3Click the star icon (☆) on any record ( for Kanban click on the hamburger menu then Star)
4The star fills in (★) immediately
Note: You must have view permission on a record to star it.

Removing a Star

To un-star a record:

1Click the filled star icon (★) on any starred record
2The star returns to outline form (☆)
3The record is immediately removed from your starred items

You can un-star from either the record view or any of the database home page views.

Viewing Your Starred Records

To see only your starred records:

1Navigate to your Database home page
2Click on the Filters button
3Select "Show only starred"
4The view will update to display only your starred records 

Removing the Filter

To return to viewing all records:

1Click on the Filters button again
2Deselect "Show only starred"
3The view returns to showing all records you have access to 
Remember: You can use this filter in combination with other filters to narrow down your results further.

Limitations

Important limitations to be aware of:

  • Maximum of 100 starred records per user
  • Stars are personal - not visible to other users
  • Starred status doesn't change permissions
  • Stars are specific to each database
  • You must navigate to each database to view its starred records

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