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Administering Folders

Administer folders by assigning default folder definitions either to a specific user or to a responsibility. Manage folder definitions by assigning them to new owners, determining which folder definitions should be public (accessible by anyone), and setting the AutoQuery behavior of the folders.

You can do different tasks depending on how you search for folders or folder assignments in the Find Default Folders window.

Prerequisites

   To Assign a Folder to a Responsibility:

Folder Set: Every folder set is associated with a particular folder block, and a user or responsibility can have one default folder within each folder set. The folder set name generally describes the records shown in the block; some blocks may have multiple sets of folders associated with them.

   To Assign a Folder to a User:

Folder Set: Every folder set is associated with a particular folder block, and a user or responsibility can have one default folder within each folder set. The folder set name generally describes the records shown in the block; some blocks may have multiple sets of folders associated with them.

Source Type: Either User or Responsibility. Records entered in this window use the source type of User. If one of the current user's responsibilities has default folders defined, the default folders are listed with a source type of Responsibility.

User defaults override Responsibility defaults. You cannot delete Responsibility default folders in this window.

Responsibility: The responsibility which uses this default folder definition.

   To Assign Ownership of a Folder:

Folder Set: Every folder set is associated with a particular folder block, and a user or responsibility can have one default folder within each folder set. The folder set name generally describes the records shown in the block; some blocks may have multiple sets of folders associated with them.

Public: Whether this folder definition is public; whether users besides the owner can use it. Use this field to determine whether to make folder definitions generally available.

Anyone's Default: Whether this folder definition is used as a default by a user or a responsibility. If it is a default definition, use Default Assignments to view the users and responsibilities for which it is the default folder definition.

Default Assignments: The users and responsibilities that use this folder definition as a default.

   To Delete a Folder Definition

See Also

Customizing the Presentation of Data in a Folder

Querying Records in a Folder

Managing Folder Definitions


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