Set up Folders

Level: beginner

Use the Folders component to segment an object's records in an organized hierarchy of folders. This component holds the functionality for both dynamic and static folders.

To set up the Folders functionality, add the feature here: learn more

Set up dynamic folders

The Folders component is usually displayed out of the box in a list page, as it has been included in the template of a list page. However, you can also manually add folders to any page in the Freedom UI Designer (Fig. 1).

Fig. 1 The Folders component

You can additionally enhance your folder tree with the Folder management component (Fig. 2). This adds a button that can hide and un-hide folders in runtime to save working space on your page. Without it, the folders are always visible.

Fig. 2 The Folder management menu component

Example

Segment a large expanded list of requests with a folder tree on the contact page.

Fig. 2 Segment request list with folder

Fig. 2 Segment request list folder management menu

1. Open the Contacts form page in Freedom UI Designer.

2. Open the Request tab.

3. Add a Folders component to the tab.

4. Fill out the What will folders filter? field in the element settings area with “Request.”

5. Add a Folder management menu component to the tab.

6. Save the page.

As a result, users will be able to more easily segment and search data in the expanded list of requests.

Set up static folders

Except for Marketing, Creatio products need additional setup to make static folders available. To enable the static folders functionality:

1. Add the “IsAllowUseStaticFolders” feature. Learn more: Manage an existing additional feature (developer documentation).

2. Add your section code to the Schemas for enable static folder in folder tree lookup.

3. Enable bulk adding and removing records actions to the list in your section.

4. Repeat steps 2 and 3 for all sections where you need to use static folders.

As a result, working static folders will be available in the selected sections.

Fig. 3 Add multiple records in a folder

Example

Add static folders to the Accounts folder tree. Set up the ability to add multiple records to a static folder and to remove records from a static folder.

Fig. 3 Multiple records in a folder

1. Open the Accounts list page in Freedom UI Designer.

2. Select the List element.

3. Select the Multiselect checkbox in the element setup area.

4. Select the relevant object which is to have static folders . In this example, it is the “Account” object.

5. Add a bulk action to enable adding records to static folders. Fill out the action parameters:

   a. Enter the action Title that will be displayed to the user.

   b. Select the action to perform in the Action field. For this example, it is “Add records to static folder” action.

6. Add a bulk action to enable removing records from static folders in the Menu Items block in a similar way.

7. Save the changes.

As a result, users will be able to use static folders, and add and remove records in bulk in the Accounts section.

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See also

Overview of Freedom UI Designer and its elements

Set up the app UI

Set up business rules

Localize a Freedom UI element

Tech Hour: UI/ UX Building pages in Freedom UI Designer

Tech Hour: UI/ UX Best practices in Creatio