Folders (dmfmg0522m000)

Use this session to list and maintain the folders in Data Management.

You can also use this session to copy an existing folder to a new folder. If you create a folder, the status of the folder is Design/Created. You can modify a folder and link objects to the folders if the folder status is Design/Created.

A folder can be a shared folder or a personal folder. Select the Personal check box to indicate that the folder is a personal folder. For the folders for which the Personal check box is selected, only the creator or owner of the folder can modify or link objects to the folder.

To maintain folders, you must use the commands on the appropriate menu. You can perform the following operations on folders:

  • Send the contents of the folder by e-mail
  • Query Filter
  • Undo Query Filter
  • Approve Folder
  • Revise Folder (Creates new version of the folder)
  • Manage Folder Contents
  • Lock a folder
  • Unlock a folder
  • Browse the folder contents
  • View history
  • Launch file(s)
  • Select Secondary Status

The Lock Folder command enables you to lock a folder to ensure that the folder is not changed. If a folder is locked, the folder's properties and contents cannot be modified.

You can change the properties of a folder with status Design/Created and if the folder is not set as a personal folder by some other user.

Note

To view folder information, you must select the following commands on the appropriate menu:

  • View History: To view details of the folder's history in the Object History (dmcom1500m000) session, such as when the folder was locked.
  • Browse: To open an object explorer session for the folder. This session displays the folder properties, and provides access to details of the folder contents.

Related topics

 

Folder
The folder ID, which acts as an identifier. The identifier is generated based on masks. If masks are not defined, you can enter the folder identifier manually.
Version
The version of the folder.
Description
The description of the folder, as part of the folder details.
Status
The status of the folder. The folder can have the following status:
  • Design/Created: Folder is created, revised or unlocked.
  • Locked: Folder is locked.
  • Approved: Folder is approved.
Secondary Status
The user-defined status of the folder. Secondary status is a customized status, based on the requirements of an individual company.
E-mail
Sends an e-mail message with an attachment of folder contents.

 

Filter
This command provides the following two filter options:
  • Query Filter
  • Undo Query Filter
Query Filter
Starts the Query (dmqry0501m000) session and selects a query to view filtered data.
Undo Query Filter
Displays the entire folder list.
Revise Folder
Creates a new version for the folder.
Browse
Starts a browser window to view the properties of the folder.
Launch File/Files
Launches a file or a number of files. The files are derived from the document revision linked to the current folder as part of folder content.
Secondary Status
Selects user-defined status of the folder. The secondary status is customized status, based on the needs of an individual company.
Print Folders
Starts the Print Folders (dmfmg0422m000) sessions to print information about folders.