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22.3.0
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Creating custom views

Adding folders with the GUI

You can create a new folder from the Settings menu in the My Assets root folder (or one of its sub-folders).

To add a folder with the GUI:
  1. Hover over My Assets, and click the settings icon.
  2. Click Add a sub-folder. The Adding a sub-folder under My Assets dialog opens.

    Note

    A parent folder can have up to two sub-folders.

  3. In the Folder name field, enter a name for the folder, and click ADD.
  4. To create a nested folder, hover over a sub-folder, click Settings () and select Add a sub-folder.
  5. (Optional) To rename a folder, hover over the folder name, click Settings () and select Rename the folder.

Moving assets and folders

You can drag and drop items into a folder, or use the GUI to select a new location.

Note

Sub users with full access and read-only permissions cannot change a folder's structure or move assets.

To move a folder:
  1. Hover over a folder, and click the Settings menu ().
  2. Click Move the folder. The Moving <folder_name> dialog is displayed.
  3. Select the a new folder location, and click Move.

To move an asset:
  1. Go to My Assets.
  2. Select the asset(s) in the list, and click Move.

  3. Select the a new folder location, or select Decommissioned Units. See Viewing decommissioned units.

  4. Click Move.

Deleting folders

Individual folders can be deleted within the settings menu. Sub-folders included within the deleted folder will also be removed. Once deleted, all assets will be automatically moved back into the My Assets root folder.

To delete a folder:
  1. Hover over the folder name and click the Settings menu ().
  2. Click Delete the folder. The Deleting a Folder Confirmation dialog appears.

  3. Click Delete.
To delete all folders in My Assets:
  1. Hover over My Assets, and click the Settings menu ().
  2. Click Delete all the sub-folders. The Deleting a Folder Confirmation dialog appears.

  3. Click Delete.

Creating custom views

Adding folders with the GUI

You can create a new folder from the Settings menu in the My Assets root folder (or one of its sub-folders).

To add a folder with the GUI:
  1. Hover over My Assets, and click the settings icon.
  2. Click Add a sub-folder. The Adding a sub-folder under My Assets dialog opens.

    Note

    A parent folder can have up to two sub-folders.

  3. In the Folder name field, enter a name for the folder, and click ADD.
  4. To create a nested folder, hover over a sub-folder, click Settings () and select Add a sub-folder.
  5. (Optional) To rename a folder, hover over the folder name, click Settings () and select Rename the folder.

Moving assets and folders

You can drag and drop items into a folder, or use the GUI to select a new location.

Note

Sub users with full access and read-only permissions cannot change a folder's structure or move assets.

To move a folder:
  1. Hover over a folder, and click the Settings menu ().
  2. Click Move the folder. The Moving <folder_name> dialog is displayed.
  3. Select the a new folder location, and click Move.

To move an asset:
  1. Go to My Assets.
  2. Select the asset(s) in the list, and click Move.

  3. Select the a new folder location, or select Decommissioned Units. See Viewing decommissioned units.

  4. Click Move.

Deleting folders

Individual folders can be deleted within the settings menu. Sub-folders included within the deleted folder will also be removed. Once deleted, all assets will be automatically moved back into the My Assets root folder.

To delete a folder:
  1. Hover over the folder name and click the Settings menu ().
  2. Click Delete the folder. The Deleting a Folder Confirmation dialog appears.

  3. Click Delete.
To delete all folders in My Assets:
  1. Hover over My Assets, and click the Settings menu ().
  2. Click Delete all the sub-folders. The Deleting a Folder Confirmation dialog appears.

  3. Click Delete.