Create a folder tree

Users can group app items into folders if the system administrator has configured their hierarchy. In this case, the folder tree appears on the left-hand side of the screen, under the app’s name, and the current folder content appears on the right-hand side.

Set up a folder tree

Users who are members of the Administrators group can configure and edit the folder hierarchy, create folder filters, and set permissions for folders.

To create a folder structure, use the Folder Hierarchy setting. To do this:

1. Click the gear icon next to the app name to open the app menu.
2. Select Folder Hierarchy.
3. Check the Enable folder hierarchy box.
4. Click Save. The All filter will appear under the app name.
5. Click the pencil icon next to the All filter.
6. Add folders.

To create nested folders:

1. Click the gearicon  next to the name of the folder that will contain a nested structure. The folder menu will open.
2. Select Add Child Folder and set the name of the nested folder. You can add several nested folders in the same way.
3. You also can create sub-folders within any nested folder. Nesting depth is not limited.

Once you’ve created and configured the folder tree, click the icon next to the All filter to finish editing.

Please note, that you can add an item to a folder if the Folder navigation widget is placed on the app form. Therefore, check the widget placement on the create, view, or edit forms of the app item.

When you export an app containing a folder tree, all the folders that have been created will also be exported. The folder tree is preserved when the app is imported to any other workspace or company.

Folder actions

To open the folder actions menu, click the pencil icon next to the All filter. Then click the gear icon next to the name of the folder you need. A menu with available folder actions will open.

• Rename. Specify a new name for the folder in the same manner as when creating a new folder.
• Move. Select a folder in your folder tree to move the current folder to it.
• Permissions. Configure access to the folder.
• Delete. Delete the folder. All nested sub-folders will also be deleted. App items will still be available through the All filter.

Folder filters

In the folder tree, besides standard app search options, you can apply folder filters. Folder filters provide search within a specified folder. To create a new folder filter, open the search by parameters page, fill in the necessary fields and click Save as Folder Filter.

You can rename, move, or delete a folder filter. To do that, click the pencil icon next to the All filter. Then click the gear icon next to the name of the folder you need and select an appropriate menu item.

Set up access

By default, access permissions are configured for the entire app, but you can also restrict access to folders:

1. Set up general access permissions applied to all folders in the app.
2. Configure access to a specific folder.

The All filter will display app items from all folders that you have access to.

Read more about these settings in the Restrict access to folders article.

App folders

Once the folder tree is configured and accessed, users can perform the following actions:

• Add an item to a folder from its page.
• Use a folder filter.
• View the app folder tree on the form of another app.

Add an item to a folder

You can arrange app items by folders at any stage of work with them: creating, viewing, and editing.

The item page in the upper left corner shows in which folder it is located. If the folder is a subfolder, the entire path to it is displayed. If the item is not yet defined in any folder, All are indicated.

To place an item in a folder, click the pencil and select the desired folder in the list that opens. Then click Select. You can move items between folders in the same way in the future.

начало внимание

The option to add an item to a folder is available if the Folder navigation widget is placed on the app form. The system administrator can configure the form for creating, viewing, or editing an app item.

конец внимание

Folder filter

When working with items in the app, you can use the folder filters configured by the system administrator. They are displayed in the folder tree. The names of the filters are italicized to make it easy to distinguish them from the folders themselves.

By clicking on a filter, you will see all the items available to you that match your search parameters. You can additionally apply the regular filters created for this app.

Folder tree on forms of other apps

Sometimes an app with a folder tree is placed on the form of another app. When you fill out a field like this or select an item, the folder tree will be displayed.

Let’s consider the following example. When making an order, the user has to specify a contract stored in the app with a configured folder hierarchy. To do that, click the magnifying glass icon in the Contracts field to select the document.

A window will open. On the left, the folder tree configured in the app is displayed. On the right, the user sees the list of all items in the selected folder.

To find an app item, specify its name in the search bar at the top of the window. The search will be performed among items in the folder you select.

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