Folder Properties

Four variations of the Folder Properties dialog: Edit Folder, Add Folder, Edit Folder, and Add Folder (with Components Folder Type) 

Summary

The Folder Properties dialog allows you to define the properties for a new folder, or for an existing folder that resides on a server.

Access

The dialog is accessed from the Explorer panel panel in the following ways:

• To access the Edit Folder dialog, right-click on a folder in the Server Folders region then select Properties from the context menu.
• To access the Add Folder dialog, right-click on a folder in the Server Folders region then select:
  • Add Top Level Folder » Generic Folder or Other Folder Type or
  • Add Subfolder » Project Folder, Generic Folder or Other Folder Type.
• To access the Add Folder (with Components Folder Type) dialog, right-click on a folder in the Server Folders region then select Add Top Level Folder » Components.
• To access the Edit Folder (with Components Folder Type) dialog:
  • Right-click on the Components folder, then select Properties or
  • In the Server Folders region, right-click, then select Properties.

Options/Controls

• Folder Name - enter a meaningful name for the folder, perhaps an umbrella term that reflects the relationship of the Items that will be stored within it. This field has a maximum of 160 characters.
• Folder Type - by default, this field is already set to the folder type selected when the folder was added, either through a menu entry or through the Choose Folder Type dialog (which is an iteration of the Explorer panel). To change the type, click the drop-down arrow at the far right of the field and choose the required type from the drop-down menu.
• Description - enter any description for the folder, perhaps describing the content it is to hold. This field has a maximum of 255 characters.
• Item Naming Scheme - this field provides a set of default naming schemes in the drop-down that can be used to quickly define the unique ID for any Item subsequently created within the folder. Using a default naming scheme, the software will automatically assign the next available unique ID based on that scheme. You can create your own scheme for a folder by typing it within the field, ensuring that the variable portion is enclosed in curly braces (e.g., SYMBOL-001-{J000}). Se e the Defining Naming Schemes for Item Revisions page for more information.
• Share  - click to open the Share For dialog in which you can specify the permissions of the folder in terms of who can view and access it.

• Add (only available in the Add iterations of this dialog) - click to add the defined added or edited folder to the Explorer panel.
• Component Template - use the drop-down to select the desired template for the component. This option is only available in the Add Folder and the Edit Folder (with Components Folder Type) variations of the dialog.
• Configure Parameters Visibility on Add - enable to configure the component's parameter's visibility after adding. This option is only available in the Add Folder and the Edit Folder (with Components Folder Type) variations of the dialog.