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.
- To view a specific list of records, click and select the relevant list view.
- To manage your list view, click .
- To view a record's details, click its name in the list.
- You can edit some values directly from the list view. To edit a value, hover over the field until is displayed, then click the field. Press Enter to apply your edit, then click Save (shown below the list view).
What are Folders?
Folders are directories for grouping Planning and Analysis 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, Planning and Analysis 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.