Folders

The Folders tab displays a Home page that lets you quickly create and view folders. Using standard or custom list views, you can also sort and filter your folders. In addition, it enables you to view and edit detailed information on each folder.

Clicking the Folders tab displays the Folders Home page, where you can view a list of folders matching specific criteria and perform actions such as creating and deleting folders.

What are Folders?

Folders are directories for grouping FinancialForce Planning answers, mapping rules for balances, and others. The grouping of records can have any structure or depth. To create or change folders, use the Folders tab.

By default, FinancialForce Planning provides four different types of folders:

  • Balance Rule
  • Calculation Rule
  • Mapping Rule
  • Report

You can include one folder in another folder of the same type. To do this, specify the parent folder in the Folder lookup. Once you create a folder of a certain type, it is listed in the corresponding records.