Add a folder (Workplace)
You can add folders and subfolders to object stores if you have appropriate security permissions. You can also add folders from within Office applications and Outlook using the FileNet P8 menus in those applications.
The Add Folder wizard adds a new folder to an object store. When you add a folder, you need to set the location, the folder class, the folder properties, and the security for the new folder. To start the Add Folder wizard from a Browse page, navigate to the object store and folder where you want to create the folder. Then click Add Folder in the toolbar. You will also see Add Folder links when adding other objects. If there is no folder where you want to add a new object, you can create the new folder before finishing the process of adding another object.
NOTE
- Creating a large number of folders at any given level can impact system performance. For example, opening a folder with a large number of items can take a long time for the page to display. Your site administrator should refer to the FileNet P8 Recommendations for Handling Large Numbers of Folders and Objects Technical Notice document for more information. To download this document from the IBM support page, see Accessing IBM FileNet Documentation.
- You can also create new folders from the Author page using the Add Folder wizard or an entry template. For more information about entry templates, see Work with entry templates.
Click one of the following Add Folder wizard steps for more information:
Select Folder or Select Parent
When adding a folder from the Author page, you must first select a folder location. When working in the Browse page, your current folder location is selected automatically.
To select a folder
- Navigate through the object stores and the associated hierarchy of folders.
- Select the parent folder you want or click Add Folder to add a new (parent) folder to your specified location.
- Click Next.
Set Properties
The Set Properties page displays the default (base) object class and shows the properties assigned to that class. You can select a subclass created by your system administrator.
To change the object class
Click the Change Class link at the top of the page and select a class.
To set properties
- Review properties associated with the object being added or checked in. A Required icon identifies properties that require an entry to proceed.
- Enter or modify property values shown. Some properties can be edited directly in this page, while others require that you click the property name or a calendar control icon to edit the values. For help with any unknown properties, consult your system administrator.
- Click Next to continue.
Set Security
Security settings determine the groups and users that can access the folder you add and control the permissions granted to each group or user.
To set security
- Review the existing security settings.
- To add new users or groups, click Add New.
The Set Security - Select Users / Groups page opens
for you to search for specific names.
- Select the domain to search. Click the down arrow for Select in, and then
select the desired domain name from the list.
- Select the Users option or the Groups
option to refine the list of names available for adding.
- Type one or more characters for the beginning of the names to search.
For example, to locate users named aalberto and amoss, type a. All
user names beginning with "a" are returned. You can narrow the
search by entering more characters. For example, aal would return
aalberto and aallen, but not alemon or amoss.
- Click Search. After a brief delay, the
matching names are displayed.
- If the number of matching names is greater than the default for displaying,
not all matches are displayed. You will need to change the search criteria
and click Search again to see more results.
- When you are satisfied with the results, select the desired names from
the list. You can use Ctrl+click or Shift+click to select more than one
name in the list.
- Click Accept to continue setting the
security for the selected names. The Set Security page opens again, with the new user or group name in the list of authorized
users.
- If needed, change the access rights for a specific user or group.
- Click the user or group name in the Title
column. The Set Security - Settings page opens.
- Select or clear the check boxes to allow or deny each permission level as needed.
For more information, see Manage
Security.
- Click Accept.
- Click Finish to complete the addition of your new folder.