Options Assigned to a Folder
This page focuses on the available options and actions assigned to a folder, based on its location and the user's access level.
Creating a new Folder
Users can initiate the folder creation process in two ways:
Option 1: Click the Create button located at the top-right corner of the page and select Create New Folder from the dropdown menu.
Option 2: Right-click on a blank area within the All Files or Public Documents spaces to open the context menu. From the options displayed, select Create New Folder.
(Both actions allow the user to create a new folder within the current document space for better organization and content management.)
The Create New Folder dialog box opens.
Fill in the following information:
Name: Enter a folder name.
Description: Describe the folder (optional).
Click the Save option.
A confirmation message appears.
The newly created folder will now be visible within the All Files section, ready for organizing reports, dashboards, links, or other documents.
Options Assigned to a Folder
A single folder is credited with various options in a context menu by using a right-click on it, as displayed below:
Open in New Tab
Select a folder.
Select the Open in New Tab option using the Folder options context menu.
The concerned folder opens in a new tab.
Properties
Select a folder.
Select the Properties option from the context menu.
The Folder Properties opens, displaying the creator's name, document type, version, space, date of creation, and last modification date. The inserted description is also displayed here. The user can also upload an image using the Properties tab.
Uploading an Image using the Properties Tab:
Click the Browse option to update the image.
Once the Image gets selected, click the Save option.
A success message, “Image has been updated successfully,” appears:
The image gets uploaded.
Adding/Removing a Folder to/from Favorites
The user can add a folder to or remove it from the Favorites.
Select the Add to Favorites option from the Folder context menu.
A confirmation message appears, “Folder added to favorites”.
Open the Favorites space.
The selected folder gets added to the Favorites document space.
Use the right-click on the folder in the Favorites document folder that you wish to remove.
The Remove from Favorites option appears.
Click the Remove from Favorites option.
OR
Navigate to My Documents and use the right-click on the same folder. Click the Remove from Favorites option.
A message, “Folder removed from Favorites,” appears on the screen, and the selected folder gets removed from the Favorites document space.
Creating a New Folder (Sub-Folder)
Select the Create New Folder option by right-clicking on a Folder.
The Create New Folder window opens.
Fill in the following information:
Name: Enter a folder name.
Description: Describe the folder (optional).
Click the Save option.
A confirmation message appears for the folder creation.
A new (sub) folder gets created inside the selected folder.
Creating a New Report
Select the Create New Report option from the Folder context menu.
The Create New Report window opens.
Enter a title for the report document.
Describe the report (optional).
Select either of the options to begin the report creation.
Select Existing Data Store: It will redirect the user to the list of existing data stores.
Upload CSV: It will redirect the user to upload a CSV file.
Upload Excel: It will redirect the user to upload an Excel file.
The next screen, when an existing Data Store is selected to create a Report, is displayed in the image.
Select a Data Store from the list by using the given checkbox.
Click the Create Report option.
Create New Report after selecting an existing data store
The next screen, when a CSV file is uploaded to create a report is given below:
Provide a Data Store Name.
Choose a File and upload it.
Once the file is chosen, it will display the Data Store details such as Variable Types and Examples tabs, and a confirmation message will appear to notify the user of the successful update of the file.
Click the Create Report option when it gets enabled.
Create New Report page after uploading a CSV file
The next screen, when an Excel file is uploaded to create a Report, is given below.
Provide a Data Store Name.
Choose a File and upload it.
Once the file is chosen, it will display the Data Store details such as Variable Types and Examples tabs, and a confirmation message will appear to notify the user of the successful update of the file.
Click the Create Report option when it gets enabled.
Please note: After the user clicks the Create New Report option while uploading a CSV or Excel file, a new Data Store gets created. The user gets notified by a confirmation message, as shown in the following image, and the 'Create Report' option will be enabled.
Based on the selected options, the Report will be created, and the Design page will open by default.
A Report created based on the existing Datastore Navigate to the source Folder, and the created Report gets added to it.
Report creation inside a source folder
Linking a URL
The user can connect a URL to the required platform documents.
Select the Link a URL option from the context menu that opens by clicking on a folder.
The Link a URL drawer opens.
The Add Details tab opens by default.
Enter a name for the URL.
Provide the URL that you wish to add in the Type URL field.
Describe the URL (optional).
Click the Save option.
A confirmation message appears.
The URL gets created in the selected folder.
The user can open the linked URL by opening the created sample URL.
Adding or Removing a URL Parameter
The user can add or remove parameters to the linked URL by using this option.
Navigate to the URL Parameter tab.
Two options for adding URL properties are displayed:
Add User Properties
Add System Properties
Two options to add URL Properties
By clicking the Add User Properties option, the user is required to add Parameter Name and Parameter Values.
By selecting the User Properties option, the administrator needs to insert a valid user custom field (E.g., in the below-given image, parameter Param 1 passes the defined value for the city custom field provided for the selected user).
By clicking the Add System Properties option, the user is required to add a Parameter Name and select a system property via a drop-down menu.
By choosing the System Properties option, it requires the administrator to select an option from the available system properties drop-down menu. (E.g., in the below-given image, parameter Param 2 passes the authentication Token as system properties to link the URL).
Click the Save option to save the information.
Please Note:
The user can easily connect internal URL links using the parameters, while the external URLs require security permission to link.
The user can click the Remove option provided next to an added parameter to remove the parameter.
Moving a Folder
Select the Move to option from the Folder context menu.
The Move to window appears, displaying the available folders.
Select a folder. You may use the Search bar to search a specific folder.
Click the Move icon.
A new window displays the available folders/ documents inside the selected folder.
Click the Save option.
A confirmation message appears.
The folder gets moved to the targeted folder.
Creating a Copy of a Folder
The system user can copy and paste a folder into a different one.
Select the Copy option from the context menu.
Select another folder and use the right-click to get the Paste option. Click the Paste option.
OR
Navigate to My Documents or Public Documents and right-click anywhere on the blank space to get the Paste option. Click the Paste option.
The Paste window appears.
The Name mentioned in the pop-up window shows the prefix ‘Copy of-’ before the original name of the folder (E.g., Sample folder, Folder gets a new name, Copy of Sample Folder).
Click the Save option.
The copied folder gets pasted successfully with a different name.
E.g., the following image shows that a folder Sample Folder from My Documents is named Copy of Sample Folder and has been pasted under All Files on the Platform Homepage.
Renaming a Folder
Select the Rename option from the Folder context menu.
The Rename window opens.
Enter a New Name for the folder.
Click the Save option.
A confirmation message appears.
The folder gets renamed.
Deleting a Folder
Select the Delete option from the context menu.
The Delete window appears to ensure the action of folder deletion.
Click the Delete option.
A confirmation message appears to inform about the targeted deletion.
The selected folder gets removed from the platform.
The following confirmation message appears if the deleted folder is the only document available under the All Files space.
