Editing Folders

    

In the folder editing view, you can create new folders and add content items to existing folders. You can also edit, delete, copy and publish existing folders.

 

All the available content items are displayed in groups according to their data source. For each content item, the underlying data source, name, content type (table, report, dashboard, document, etc.), owner and access type (private or public) is displayed. All folders are listed in alphabetical order at the bottom of the table.

 

Private folders can always be edited and are indicated by the private symbol. The right to edit a public folder is indicated by the pencil symbol.

 

icon_privat

Private folder symbol

icon_bearbeiten

Folder can be edited symbol

 

image_Mappenbearbeitung

 

 

Creating a new folder

To create a new folder, click the "Create new folder" button.

 

image_mappe_neu

 

Give your new folder a name, and define whether the folder should be public.

 

Please note:

For public folders to be visible to other users, they must be assigned to the required roles in the folder sharing view.

 

You can also create folders directly in the Web Client portal (Folder grouping). To do so, click the "Create new folder" button in the Web Client portal.

 

 

Assigning content items

To assign a content item to a folder, place a tick in the column for that content item. By using the folder functions in the column header, you can click just once to add all content to the folder or reset all assignments. If a filter is in place, only the displayed content items will be assigned or reset.

 

image_mappen_inhalte_bearbeiten

 

With the "copy" function (under "Edit content"), you can copy all assignments to a different folder. In the dialogue that follows, select the desired folder. If a filter is in place, only the displayed assignments will be copied.

 

Please note:

You cannot assign private content to a public folder.

 

 

Folder functions

Depending on your access rights, the following functions are available in the column header menu of a folder:

•Delete: Deletes the current folder with all assignments.
•Rename: The current folder will be saved with the specified name. All assignments will remain unchanged.
•Publish: Private folders can be published using this function. For the published folder to be visible to other users, it must be assigned to the required roles in the folder sharing view.
•Copy: The current folder will be copied with all assignments and saved with the specified name.
•Print: Creates a PDF of all printable content with the respective settings.
•Download: Saves a PDF of all printable content with the respective settings.

 

 

Filtering content

With the filters above the table, you can filter the content items according to the following properties:

 

image_mappen_filter

 

•Data source (name of the data source)
•Content type (report, table, dashboard, analysis, document)
•Owner (name of the owner)
•Access (private or public)
•Folders (folder names)
•Assignment (assigned, unassigned)

 

 

Searching for content

In the search box above the table, enter the character string to be found in the "Name" column. The search is not case-sensitive.