Manage folders in the IUIE Collections Catalog

• Overview
• Create a folder
• Edit a folder
• Move a folder
• Assign a folder to an additional folder
• Remove a folder from a folder
• Delete a folder

Overview

In the IUIE, when you display the Collections Catalog in Manage mode, you can modify how it is organized. To browse the Collection to see how reports are assigned or to perform any of the following tasks, ignore the search filter functionality and select the folders in the list to expand contents and options.

Create a folder

1. In the IUIE, select the Manage Access tab, and then choose Collections.
2. At the bottom of the report object index on the left, select the Manage tab.
3. In the report object index, navigate to the folder in which you want to create a subfolder. Select its icon to expand the options.
4. Select Create Folder. The Add Folder page will display.
5. In the "Folder Name" field, enter a name or label for the folder.
6. In the "Description" field, type a description for the reports and the type of users who will commonly be assigned to the Collection.
7. Select Save.

Edit a folder

1. In the IUIE, select the Manage Access tab, and then choose Collections.
2. At the bottom of the report object index on the left, select the Manage tab.
3. In the report object index, navigate to the folder you want to edit. Select its icon to expand the options.
4. Select Edit Folder Details. Editable details will appear on the right.
5. Change the "Folder Name" and/or "Description" as needed.
6. Select Save.

Move a folder

1. In the IUIE, select the Manage Access tab, and then choose Collections.
2. At the bottom of the report object index on the left, select the Manage tab.
3. In the report object index, navigate to the folder you want to move. Select its icon to expand the options.
4. Select Move Folder. The Folder Assignment page will display.
5. In the list on the right, select the target folder into which you would like to move the current folder.
6. Select OK.

Assign a folder to an additional folder

1. In the IUIE, select the Manage Access tab, and then choose Collections.
2. At the bottom of the report object index on the left, select the Manage tab.
3. In the report object index, navigate to the folder you want to assign to an additional folder. Select its icon to expand the options.
4. Select Assign to additional Folder. The Folder Assignment page will display.
5. In the list on the right, select the additional folder into which you would like to move the current folder.
6. Select OK, and a copy of the folder will be placed into the selected folder.

Remove a folder from a folder

This option will remove a folder from a folder to which it is assigned, but it will not delete the folder completely. If the folder you choose to remove is not located in any other folder, it will be moved to the Unassigned folder.

1. In the IUIE, select the Manage Access tab, and then choose Collections.
2. At the bottom of the report object index on the left, select the Manage tab.
3. In the report object index, navigate to the folder you want to remove. Select its icon to expand the options.
4. Select Remove from Folder.
5. Select OK.

Delete a folder

This option will completely remove a folder from the Collection; use this option with caution. If the folder contains subfolders or user groups, you will need to empty its contents before the IUIE will allow the deletion.

1. In the IUIE, select the Manage Access tab, and then choose Collections.
2. At the bottom of the report object index on the left, select the Manage tab.
3. In the report object index, navigate to the folder you want to delete. Select its icon to expand the options.
4. Select Delete Folder.
5. Select OK to delete the folder and remove it from the Collection.