Managing Folder Details
The Folders list page displays a list of folders in your current company and view. From this page, you can view detailed folder information and access other related information.
- Click Folder to view the folder detail.
- Click Edit next to any folder to edit the folder. For more information, see Editing Folders.
- Choose a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your list view.
- Click New to create a Folder. For more information, see Creating a Folder.
- Click any column heading to sort the records using that column's data.
See “Viewing Custom Object Lists” in the Salesforce Help for more information on using list views.
To update a folder, click | Edit and change the fields you want to update. When you have finished, click Save. You can also click Save & New to save the current folder and immediately begin to create another.
For a complete description of the standard fields that make up a folder, see Folders Fields.
To delete a folder that you no longer need:
- Once you have located the folder you want to delete on the Home or list page, click its name to display its detail page.
- Click | Delete. A warning message is displayed.
- Click Delete to confirm the deletion. The record gets deleted.
You can clone one or more folders and associate them to an existing folder.
To clone an existing folder,
- Once you have located the folder, you want to clone it on the Home or list page.
- Click | Edit, change the fields you want to update, and click Clone. A new folder is created.
You can easily import a folder into a Planning and Analysis org using the Data Import Wizard. For more information on how to import data using wizard, see the Salesforce Help.