Step 7: Viewing In Folders Information

This section describes how to view the folders in which the category belongs or is referenced.

  1. From the Dashboard step, click Next. The In Folders step appears.
  2. The In Folders step displays the following information:
    • Every category has a single home folder. The Home Folder field displays the name of the home folder of the new category. By default, a category inherits its security settings from its home folder.
    • If the category has been added to other folders, those folder names are displayed in the Others table.
  3. To change the default home folder, click Browse and select the desired folder.

    Alternatively, if the desired home folder name already appears in the Others table, you can simply select it and click Define as Home Folder. The selected folder becomes the category's home folder. The previously-defined folder is listed in the Others table.
  4. Click Next to proceed to the next step of the New Category Wizard, where you define the category's security permissions.

Related Topics

Creating or Editing a Category

Step 1: Creating a Category with the Category Wizard

Step 2: Entering General Category Information

Step 3: Defining Category Properties

Step 4: Setting Up a Schedule

Step 5: Entering Data Source Information

Step 6: Entering Dashboard Information

Step 8: Defining Security Permissions

Step 9: Entering Knowledge Information

Editing a Category



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Last Published Thursday, December 10, 2020