Adding new folders

To add a new folder:

  1. Select Maintenance > System Administration > Config Utility.
  2. Expand the folders until you find the location where you want to add the new folder.
  3. Click Add new folder to add a new folder to the current folder.
  4. Specify this information:
    Form Name
    Specify the logical name that is given to the folder object.
    Description
    Specify a brief description of the folder.
    Table
    Specify X. The Table field does not apply to folder setup. Since the field cannot be null, the field must be populated.
    Keyfield
    Specify X. The Keyfield field does not apply to folder setup. Since the field cannot be null, the field must be populated.
    Orientation
    Specify the orientation for the maintenance form. Specify H for horizontal or V for vertical.
    Max Rows
    Specify the maximum number of rows to be displayed in the maintenance form.
    Form Type
    Leave as FOLDER. This is the type of menu item that this folder definition represents.
    Menu Sort Order
    Specify the relative position of the menu item in the application menu structure. For example, if the value is 4, the folder will be displayed as the fourth folder/form in the menu structure.
    Menu Parent
    Specify how the folder is accessed from the application page. For example, if the value represents the Header Node, you can access the folder through the Header bar. Likewise, if the value represents Root Node, you can access the folder through the Table of Contents.
    Custom View
    Specify the name of the database view that will be used as the data source for this maintenance form. If this field is populated, the Custom View field takes place of the SQL field in determining the data source.
    Help Text Language 2 thru 5
    The Help Text Language fields do not apply to folder setup. Leave these fields blank.
    Mfshead Id
    Select a security heading for the maintenance form using the lookup. See System Security.
    Orient. Cols.
    Select how many columns should be used to display data in the detail for the parent maintenance form. A default value of 2 is set for any existing maintenance form, which has more than 4 fields displayed. This setting works in conjunction with the orientation setting, for example, if the orientation setting is Horizontal and this value is 2, the field will be displayed as follows:

    Field1 Field2

    Field3 Field4

    Find Show
    Select this check box to allow users to search for records in the list view. This check box is selected by default for existing maintenance forms.
    Find Expanded
    Select this check box to display the advanced search options of a maintenance form. This check box is not selected by default for existing maintenance forms so the advance search options will be collapsed.
    Find Search All
    Select this check box to enable the Search All Fields option. The Search All Fields field searches all the available fields of a maintenance form except any hidden fields. This check box is selected by default for existing maintenance forms.
    Show in Quick Links
    Select this check box if you want the maintenance form to be available for selection in the Launch Pad Quick Link Widget. Standard system security will still apply, so users who do not have proper security permissions will not see the maintenance form on their launch pad. See the Workforce Performance Implementation and Administration Guide.
  5. Click Save.
  6. The new folder will be displayed in the Menu and Dashboard Configuration page.