Options Assigned to a Folder
The user can create a folder under the My Documents space and access a publicly available folder under the Public Documents space whereas the Shared folders will be listed under the Shared Documents.
Creating a Folder
Select the Create New Folder from the Options context menu.
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 gets added to the selected document space.
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 open displaying the name of the creator, document type, version, space, date of creation and date of modification. The inserted description also gets displayed over here. The user can also upload an image using the Properties tab.
Uploading Image using the Properties Tab
Click the Browse option to update the image.
Click the Save option to save the update.
A success message appears, “Image has been updated successfully”.
The image gets uploaded.
Please Note: Click the Close option to close the folder properties.
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, “Document added to favorites”.
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 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 using right-click 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.
Please Note:
The user can create multiple folders under a folder.
A sub-folder that gets created inside another folder gets the same set of the credited option like a folder.
Creating a New Story
Select the Create New Story option from the Folder context menu.
The Create New Story window opens.
Enter a title for the story document.
Describe the story document (optional).
Select either of the options to begin with the Story.
Select Existing Data Store: It will redirect the user to the list of existing data stores.
Upload CSV or Excel: It will redirect the user to upload a CSV/Excel file.
The next screen when an existing Data Store is selected to create Story.
Select a Data Store from the list by using the given checkbox.
Click the Create Story option.
The next screens when a file is uploaded to create Story.
Provide a Data Store Name
Choose a File and upload it.
Once the file is chosen, it will display the Data Store Details, Variable Types and Examples tabs.
Click the Create Story option when it gets enabled.
Please Note: After the user clicks the Create Story option, the Data Store also gets created and the Data Store Created option given gets a checkmark and it turns blue in color.
Based on the selected options, the Story will get created and the Design page opens by default.
The user can a Story document created under the selected 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 dialog box opens.
The Add Details tab opens by default.
Enter a name for the URL.
Provide the URL link that you wish to add in the Type URL field.
Describe the URL (optional).
Navigate to the URL Parameter tab to add parameters (Optional).
Click the Save option.
A confirmation message appears.
The URL gets created in the selected folder.
The user can see 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 get displayed:
Add User Properties
Add System Properties
By clicking the Add User Properties option, the user requires 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 requires to add 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 by 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.
Click the Move icon.
A new window opens displaying the available folders/ documents inside the selected folder.
Click the Save option.
A confirmation message appears.
The folder gets moved to the targeted folder.
Please Note: The Move To option is not available to the folders shared as the Public Documents.
Copying a Folder
The system user can copy a folder and paste it to a different folder.
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 the My Documents 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 assure 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 My Documents space.
Please Note:
The Delete option is not available to the folders shared as the Public Documents.
By Deleting a folder all the documents saved under it will also get deleted.
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