Once the folder tree is configured, users can perform the following actions:
- Add an item to a folder on its page.
- Use a folder filter.
- View an app’s folder tree on another app’s form.
Add an item to a folder
You can arrange app items by folders at any work stage: when creating, viewing, and editing them. You can do this using the Folder Navigation widget, which is added to the item page by the system administrator.
The upper left corner of the page shows the folder in which the item is stored. If there are parent folders, the whole path to it is displayed. If the item is not yet allocated to any folder, you will see All items.
To place an item in a folder, click the pencil icon and select the folder in the list that opens. Then click Move. You can move items between folders in the same way.
Use a folder filter
In a folder hierarchy, you can quickly navigate to items grouped by certain parameters using a folder filter.
This filter is displayed in the tree, with its name in italics. By clicking on it, you will see all the items available to you that match the search parameters.
Additionally, you can find app items using standard filters.
View the folder hierarchy on other app’s forms
When an app with a configured folder hierarchy is placed on the form of another app, the folder tree will also be displayed when filling in a field and selecting an item.
For example, when creating an order, you need to add a contract that is stored in an app with a configured folder hierarchy to its form. To do this, click the magnifying glass icon next to the Contract field.
In the opened window, the folder tree configured in the app is displayed on the left side. The right side shows a list of all items in the selected folder.
To find an item, specify its name in the search bar on the top panel of the window. The search will be performed among the items in the selected folder.