All objects are organized in folders. Folders are collections of related objects or folders. Each object type has its own folder hierarchy. For example, it is not possible to have Scorecards in a Maps hierarchy. Each folder hierarchy has its own "root." The following are the object types that are organized in folder hierarchies: Maps, Scorecards, Forms, Dashboards, Graphs, Tabs, Categories, Tables, Life Cycles, Value lists, Alerts and Phases.
Objects and folders may appear in multiple folders. However, each object has a single home folder. All other instances of that object are referenced objects. A red dot next to an object's icon indicates that the active folder is the object's home folder.
You can create folders in other folders.
To create a folder:
- In any module, select Setup and then select a hierarchy.
The Setup dialog box appears.
- In the navigation pane, select the folder to which you want to add the new folder.
- In the New list, select Folder.
The New Folder dialog box appears.
- In the Name field, enter a name for the new folder.
- Select OK.
The new folder is created in the active folder.