To build a hierarchy, you need permission to create an object at the location (root directory, portfolio, or folder) where you want to create it. (Refer to Defining Security Permissions using Permission Sets in Security for more information.)
You can create new items, portfolios, folders, and objects in a hierarchy. It is recommended that you provide meaningful names to all new objects. This enables easier navigation and retrieval.
Objects (for example categories) can be created in three ways:
- In the Setup module
- In module-specific menus
- From within other wizards
When creating an object in the Setup module, the active folder shown on the left side is the object's home folder. When a user creates an object through menus or from within a wizard, the object's home folder is assigned automatically.
By default, a folder named after his or her login name is automatically created in the system for each user (the folder is created the first time it is used). This folder serves as the default home folder for objects of this type that the user will create.
For example, the first time the user Alexander Smith, whose login name is `AlexanderS' creates a form from within the New menu in the Form module, a folder called `AlexanderS' is created within the `User Forms (for system use)' system folder. The folder AlexanderS becomes the default home folder for Forms that Alexander Smith creates.
Note: This folder is not created automatically when objects are created in the setup module.
This default home folder can be changed in the In Folders' step of the object's wizard. For more information on the home folder and how to change it, refer to Viewing Folder Information