AX1844

Managing folders in the Intelligence Center

Using the Intelligence Center, you can create, rename, and delete folders in the Reports Library.

Creating new folders

You can create new folders as needed in the Intelligence Center. In order to create a folder, you must have read-write access to the parent folder.

To create a folder:

  1. In the Intelligence Center, navigate to the folder location where you want to create a new folder.

    For example, if you want to create a new top-level folder in the Reports Library, select the Reports Library. If you want to create a new subfolder within a folder, then select that folder.

  2. Click Create > Create new folder.

  3. In the Create new folder dialog, enter a name for the new folder, then click OK.

The new folder is created in the current location.

Changing folder names and descriptions

If you have read/write access to a folder, then you can rename the folder or change its description.

NOTE: In systems with installed products, the names and descriptions of product-controlled folders cannot be edited.

To change a folder name and/or description:

  1. In the Intelligence Center, navigate to the parent folder of the folder that you want to rename, so that the folder you want to rename displays in the Intelligence Center grid.

  2. Hover your cursor over the row with the folder, so that the three dots icon is visible the Name column. Click the icon then select Info from the menu.

    The Settings panel opens along the right-hand side of the page.

  3. In the Settings panel, edit the folder Name or Description as needed, then click Apply.

    The name can be up to 250 characters, and the description can be up to 2000 characters.

    If the folder name and description cannot be edited, then the Apply button is not available. This may occur because you do not have the necessary permissions, or because the folder belongs to an installed product.

Deleting folders

If a folder is no longer needed, you can delete it using the Intelligence Center. In order to delete a folder, the folder must be empty and you must have read-write access to the folder.

NOTE: In systems with installed products, product-controlled folders cannot be deleted.

To delete a folder:

  1. In the Intelligence Center, navigate to the parent folder of the folder that you want to delete, so that the folder you want to delete displays in the Intelligence Center grid.

  2. Hover your cursor over the row with the folder, so that the three dots icon is visible the Name column. Click the icon then select Delete from the menu.

    If the folder cannot be deleted, the Delete action is disabled. This may occur because you do not have the necessary permissions to delete the folder, or because the folder belongs to an installed product.

The folder is deleted from the system and no longer displays in the Intelligence Center. There is no confirmation dialog before deleting an empty folder. If the empty folder was deleted in error, you can create a new folder with the same name.

See also