Folders Fields

Here is a description of the fields (in alphabetical order) that make up a folder.

Key: * – Mandatory field

Folders Fields
Field Name   Description
Folder   Lookup to a parent folder. The parent folder must be of the same type as the current folder.
Folder Name * Unique name for the folder.
Type *

The type of records that will be grouped in the folder. The options are:

  • Balance Rule
  • Calculation Rule
  • Mapping Rule
  • Report

Buttons

Folders Buttons
Button Name Description
Cancel Closes the folder window and shows the folder detail page.
Clone Creates a copy of the folder.
Import Allows you to import an external folder into your org.
New Creates a new folder.
Save Creates the folder record.
Save & New Creates the folder and opens a new window for you to create another folder.
Submit Allows you to change the owner and submit the email for notification.