You are here: Home Help Workfolders Creating a workfolder

Creating a workfolder

by census last modified 2008-10-10 17:22

 To create a new workfolder use the button New. In this editing mode the title can be typed in the name box. Underneath, the location of the folder is set (Folder is in):
User = the folder is filed in the personal area (Personal Folders) and is not visible for other users.
Public = the folder is filed in the public area and visible for other users authorized to read.
User group (Reader) = the folder is filed in the area of the respective user group and is visible for other users of the same group with the authority to read.
Already compiled workfolders also appear as locations; folders can be compiled there as subordinate folders.
   
   

 Rightmanager
In the Rightmanager the rights for reading, writing and deleting can be allocated to individual users and user groups.
By clicking on Plus_12 one adds a new row in which the rights can be set. Using the pull down menu “who?” one defines who holds the rights.
N.B.: Thereby – especially before saving for the first time – first the group of users must be defined and, second, the individual users (see settings in the next screenshot)! With the buttons Pfeil_oben_12 Pfeil_unten_12 the sequence of the rows can be altered.
Kreuz_12 = delete the row.
   

 The corresponding rights are defined using the check boxes “R”, “W” and “D” on the right next to the pull down menu.
“R” (read) = reading permitted.
“W” (write) = writing permitted, i.e. it is permitted to make alterations within the presentation.
“D” (delete) = deletion permitted.
“L” (link) = displays the folder name as a link. This option should always be deactivated as the name is automatically displayed as a link for the actual editors.
The respective rights are determined by setting tick marks in the check box.





By verifying with Save the name and the defined rights are saved.
The editor is closed and the folders appear in the normal display mode. Then in the list of results on the right-hand side small check boxes with arrows Mappen_Pfeil_12 appear. By clicking on them the database record can be copied directly into the folder or, respectively, all the database records in the result list can be taken up in the folder by clicking on Choose records: All.





By clicking on Pfeil_Haken one alters the selection mode: Then, next to the database records, check boxes appear to click on in order to select individual database records, which can be adopted in the folder by clicking on Choose records: selected.
The adopted database records are listed in the folder and can be deleted again by clicking on Kreuz_14.
The adopted records are saved automatically.
N.B.: On deleting a database record from the folder, the deletion is automatically saved and cannot be reversed!
   

 Editor_E_14 = respectively opens or closes the Editor: name, location and rights of a folder can be altered here at any time.

Exit_Pfeil_14 =one exits the respective workfolder; subsequently by
Kreuz_14 at the top left the workfolder area can be closed.