Creating and Maintaining Folders

The folder is an entity that can contain other LN Objects defined in LN ODM. Folders are containers that carry ERP objects for communication or grouping purposes. Any LN entity can reside inside a folder. A folder is a data item that can contain a group of related objects. For example, a folder with pension information can be linked to a document that describes employee benefits. Folders provide a flexible solution to define the relationships, links and dependencies between various aspects of product data.

You can create a new folder, or copy an existing folder. Folders can be personal or shared.

You can lock a folder with Design/Created status to ensure that no changes are made to the folder. If a folder is locked, the folder's properties and contents cannot be modified. You can delete a folder, provided it is not linked to any other object. If you want to delete a folder that is linked to other objects, you must first delete these links.

You can launch the files that are linked to the document revision directly from the folder. If a folder has more than one document revision, assign the main link to the specific document revision you require. In addition, assign the default for file operations if the linked document revision has more than one file. You can maintain the contents of the folder as an attachment to a recipient.

The following statuses are supported during the lifecycle of a folder:

  • Design/Created: The folder is created or is still under initial design process and, therefore, can be linked any object.
  • Approved: A folder can go through an approval process for various reasons and can be approved after the process is completed.
  • Revise: After the approval process is completed and a new version of the same folder must be created for further processing, the folder is revised, which creates a new version that is in Design/Created status.
  • Locked: You cannot attach objects or remove links.
  • Unlocked: You can once again attach objects or remove links.

Use the Folders (dmfmg0522m000) session to create and maintain folders. You can access this session directly from the Folder Management module.

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