Folder Types

Integral has a number of predefined folder types. See “Predefined Folder Types”for information about these types.

To add a folder type

FolderType_add.png 

  1. Click Icon_Tools.png in the main toolbar.

  2. In the Structure tab, click icon_addrule.png.

  3. In the Add Folder Type popup, enter a name for the new folder type.

  4. Check the boxes for all parent folder types (list on the left) in which the new type can be added.
    Check the boxes for all child folder types (list on the right) that can be added to a folder of this new type as child folders.

  5. Toggle the File Upload menu to control if files can be uploaded into this folder type (True) or not (False).

  6. Toggle the Auto-Creation menu to control if a folder of this new type is automatically created when a folder of the new type is added (True) or not (False).

  7. Toggle the Savepoint Enabled menu to control if this folder and all its contents are to be saved as a Savepoint when changes are made and uploaded (True) or not (False).

    When this option is set to True, the File Upload option will automatically be set to False.

  8. Select a Security Context for the new folder type from the menu. Choose from Root Folder, Data, Analysis, or Documents.

    These categories are used when setting up permissions. (Refer to “Edit a user in the system data­base” and “Manage group rules” for more details on setting permissions.)

    Unlike the other contexts, if Root Folder is selected when the folder type is created, it cannot be changed to a different context later.

  9. Click Apply.

The new folder type is added to the table and has an entry in the Configuration column of Custom.

To modify a folder type

Note:If a folder type has icon_lock_1.png at the end of the row, it is locked and requires a password to edit or delete. See “Lock and Unlock Files”.

FolderType_edit.png 

 

  1. Click Icon_Tools_1.png in the main toolbar.

  2. In the Structure tab, click icon_edit_1.png next to the folder type to edit.

  3. In the Edit Properties expanded section, modify the name by typing in the Folder Type field.

  4. Check the boxes for all parent folder types in which the new type can be added.

  5. Toggle the File Upload menu to control if the files can be uploaded into this folder type (True) or not (False).

  6. Toggle the Auto-Creation menu to control if this folder type is automatically created when a par­ent-type folder (which was set when this folder type was created) is added (True) or not (False).

  7. Toggle the Savepoint Enabled menu to control if this folder type is included in a Savepoint (True) or not (False).

  8. Select a different Security Context for the folder type from the menu.
    The folder permissions will update to match the ones associated with the selected context.
    If Root Folder was selected when the folder type was created, this option cannot be changed.

  9. Click Apply.

To delete a folder type

To delete a folder type, click icon_deletefolder_4.png next to the folder type and then confirm the deletion in the popup.

Note:If the icon_edit_2.png or icon_deletefolder_5.png are not active, the corresponding folder contains data that are in use. You will not be able to edit or delete it.


Last modified date:8/12/20
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