AssetWise Director Help

Working with Folders

The System section of the Explore tab lets you view or manage the global folder structure of the community.

A folder is an object that is used to group other objects. In a new community, there is no folder structure in place, so you can set up a different folder structure based on the needs of each community.

You can create folders, set security on folders, and add objects to folders. You can also publish the contents of a folder to a single package.

When you click the System root folder, or any folder or object below it, that item opens in the Content pane.

In AssetWise Web, this same folder structure is accessed by clicking the Home icon and selecting Navigate > Explorer.

Note: When an object in a folder has related documents, only the related documents whose Relationship type is Child are displayed below the object in the folder. To see all of an object's related documents, simply select the object in the folder and then expand the Documents topic in the Content pane.
Tip: Be careful when removing objects from folders in the System area. Selecting an object in the System area and clicking the Delete icon on the action bar permanently deletes the object from the community. If you want to remove an object from a folder without deleting the object, you need to select the folder containing the object, then in the Content pane expand that object's topic and click the Delete icon next to the object you want to remove.
Parent topic: AssetWise Director Help
Related concepts

To Browse Folders

  1. Open the Explore tab (View > Explore).
  2. Click the System icon .
  3. Click the plus (+) symbol next to any folder to expand it.
  4. Click the folder, or any object in the folder, to open that item in the Content pane.

To Create a Folder

  1. Select where you want to create the folder.

    To create a folder directly under the System root folder, click the System root folder.

    The selected folder opens in the Content pane. If theChild Folders topic is not displayed, click the Show all link.

  2. Expand the Child Folders topic.
  3. In the next available row, enter a name for the new folder in the Description field and click the Save icon at the end of the row.

    The folder is created and displays in the Explore tab.

    Note: Click the Delete (X) icon next to any folder you want to remove from the parent folder.

To Rename a Folder

In the Explore tab, do one of the following.

Select the folder you want to rename. The Folder form opens in the Content pane. In the Folder Name field, change the name. Click the Save icon in the action bar.

or

Select the parent folder containing the folder you want to rename. The Folder form opens in the Content pane. Expand the Child Folders topic. Rename the folder you want and click the Save icon at the end of the row you changed.

To Add an Object to a Folder

  1. Select the folder you want to add object(s) to.

    The folder opens in the Content pane.

  2. Search for the object(s) you want, then drag the object(s) from the search results either onto to the folder in the Explore tab, or into the appropriate topic in the Content pane.

    For example, if you are adding a document to a folder, you can either drag the document onto the folder, or into the Documents topic. The effect is the same.

To Remove an Object from a Folder

  1. Select the folder containing the object you want to remove.

    The folder opens in the Content pane.

  2. Expand the topic containing the object you want to remove.
  3. Click the Delete (X) icon next to the object you want to remove from the folder.
  4. When prompted, click Yes to confirm removal.

    The object is removed from the folder.

Note: This action does not delete the object from the community. To delete the object from the community, you can select the object within the Explore pane and then click the Delete icon in the action bar.

To Delete a Folder

  1. Expose the folder you want to delete in the Content pane.
  2. Click the Delete link in the Task pane.