Folders

Folders let you organize related items such as Dashboards and Customer records into a structured hierarchy instead of a single flat list. The same folder sidebar, sorting, and Folder column are available consistently across all supported pages, so you can sort or filter by Folder wherever it appears.

Folder Sidebar

The folder sidebar displays the folder structure for a listing in a left-hand panel. The sidebar includes an All Dashboards section that lists all items regardless of folder.

Actions with Folders

You can perform the following actions with folders in the sidebar:

• Create Folder – Creates a new folder to organize items.

• Rename – Changes the name of an existing folder.

• Delete – Removes a folder.

• Sort – Changes the order in which folders appear in the sidebar.

• Filter – Filters items based on the Folder column.

Add Folder

1. Navigate to a supported page.
   See the list of supported pages.

2. In the Folders panel, click Create Folder icon .

3. In the Add Folder dialog:

   1. Enter a name for the folder in the Enter folder name field.

   2. Click Add Folder.

Add Subfolder

1. Navigate to a supported page.
   See the list of supported pages.

2. In the Folders panel, select the folder you want to add a subfolder to.

3. Click the Create Folder icon .

4. In the Add Folder dialog:

   1. Enter a name for the subfolder in the Enter folder name field.

   2. Click Add Folder.

      

Rename Folder

1. Navigate to a supported page.
   See the list of supported pages.

2. In the Folders panel, hover over the folder you want to rename.

3. Click the ⋯ icon.

   

4. Select Rename.

5. In the Rename Folder dialog:

   1. Enter the new folder name in the Enter new folder name field.

   2. Click Rename Folder.

Delete Folder

1. Navigate to a supported page.
   See the list of supported pages.

2. In the Folders panel, hover over the folder you want to delete.

3. Click the ⋯ icon.

   

4. Select Delete.

5. In the confirmation dialog:

   1. Click Delete.

Sort Folders

You can sort folders in the sidebar by Created date or alphabetically. The following table lists the available sort options. These options help you organize content and locate items faster, whether you group items by folder or search for content stored in a specific folder.

1. Navigate to a supported page.
   See the list of supported pages.

2. In the Folders panel, click the sort control.

   

3. Select a sort option from the list:

   • Name (A-Z)

   • Name (Z-A)

   • Created (Newest - Oldest)

   • Created (Oldest - Newest)

Filter Folders

You can filter the table by the Folder column using the standard table filtering controls.

1. Navigate to a supported page.
   See the list of supported pages.

2. In the table header, locate the Folder column.

3. Click the Search field under Folder.

4. Enter the folder name you want to filter by.

5. Press Enter, or click outside the field, to apply the filter.

   

Reverting Filter

To return to the unfiltered view after applying a folder filter, click the All [Item Type] button (for example, All Dashboards on the Dashboards page, or All Portlets on the Portlets page). This button label changes to match the page you are on, but it always restores the view to show all items regardless of folder.

Pages with Folders

Folders are available on the following pages:

Folder Column in Tables

Listings that support folder structure include a Folder column in the table. This column shows the folder to which each item belongs.

Subfolder Paths

If a folder contains a nested structure, the Folder column displays the deepest folder name, and a tooltip shows the full subfolder path when you hover over it. Individual segments of the path are not currently clickable.

Related Table Actions

For general information about sorting, filtering, and other shared table controls not specific to folders, see Common Table Actions.