Creating data folders

You can create a data folder to hold shortcuts to your favorite data records. Access your folder from the navigation view under the Start menu or add the Folders widget to your canvas.

  1. Click Start > Create > Create Data Folder.
  2. Type the name for the folder you are creating and indicate whether the folder is public.
  3. Optional. Indicate whether to limit the folder to be associated with a specific business class. Use the following guidelines to enter field values:
    Limit shortcuts to a specific Business Class

    Select to allow only one business class list to be associated with this folder. In the Business Class field, select the business class to be assigned to this folder.

    List

    Select a predefined list associated with the selected business class.

  4. Click OK.
  5. To save data records to the folder, open a record or select records you want and click Options > Add To Data Folder.