Adding Public Folders

Public folders can be viewed by all users of your tracking system, except external users. If the users are assigned the correct privileges, they can view, add and remove items in public folders. A root-level public folder is provided in the hierarchy. This folder can be edited; however, it cannot be deleted. If you want to delete a parent folder, any sub-folders must be deleted first.

To add public folders:

  1. Select the public folder in the folder hierarchy that you want to contain the folder you are adding.
  2. Click Add on the Folders tab. The Add Folder dialog box opens.
  3. Provide a name for the type of public folder you are adding. Public folders are displayed in the navigation pane in the SBM User Workspace.
  4. The Allow New Items to be Added to this Folder check box enables items to be added to the folder. Links to items, such as issues, incidents, URLs and reports, can be added to the folder. If this check box is not selected, the folder can only contain sub-folders.
    Note: The Allow New Items to Be Added to This Folder check box must also be selected if the folder is used as a selection for a Folder field in primary or auxiliary tables.
  5. Click OK to save your settings and exit the dialog box.