Creatio base
This documentation is valid for Creatio version 7.12.0. We recommend using the newest version of Creatio documentation.

How to create a dynamic folder

To create a dynamic folder with the corresponding filter conditions: To do this:

1.In the [Filter] menu, select the [Show folders] command (Fig. 1).

Fig. 1 [Show folders] command

scr_folders_act_show_folders.png 

2.Click the [Add folder] button. In the sections where the static folders are available, select the [Dynamic] command in the button menu.

3.Populate the opened window with the folder name and click [OK] – you will see a filter condition setup area appear (Fig. 2).

Fig. 2 Folder filter setup area

scr_folders_mnu_setup_filter.png 

4.Set the needed filter conditions and click the [Save] button (Fig. 3).

Fig. 3 Saving a folder filter

scr_folders_dynamic_folder_filtering_conditions.png 

Note

Filter condition setup is identical to the advanced filter setup. Read more >>>

As a result, all the records that meet the filter conditions appear automatically in the section list when you select the folder.

Note

You can also save an advanced filter as a dynamic folder. To do this, click the [Save as] button in the filter area.

Note

You can copy the necessary folder if you need to create a folder whose filter conditions are partially identical to one of the existing folders. You can also copy the original folder access rights if necessary. To do this, select [Copy] in the btn_com_folder_filter.png button menu of the necessary folder.

See also

How to create a static folder

How to manage favorite folders

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