Editing a Folder

This article describes what properties of a Folder you can edit and how.

There are multiple ways to edit an already existing Folder:

  • Rename the Folder
  • Edit Users' Permissions to the Folder
  • Edit the Locks added to the Folder
  • Change the visibility of the Folder
  • Add another Folder in the Folder
  • Add a Form in the Folder

Renaming a Folder

To rename a Folder, follow these steps:

  1. Navigate to the Database.
  2. Click “Database settings.”
  3. Select the Folder you want to edit and click "Rename folder" on the Resource side panel.
  1. Type in the new name for the Folder and click "OK" to save the changes.

The Folder is renamed.

Editing Users' Permissions to a Folder

To edit user permissions to a Folder, follow these steps:

  1. Navigate to the Database.
  2. Click “Database settings.”
  3. Select the Folder you want to edit.
  1. Click on the Permissions tab to view all users that have been granted Permissions for the Folder.
  2. Click on "Grant permissions" to grant new permissions for this Folder or click on a user from the list.
  1. Select the user for which you want to grant permissions by clicking on it.
  2. You will view the preselected Permissions for this User. Check or uncheck the boxes to change the Permissions.
  1. Click on "Done" to save the changes.

Editing Locks added to Folder

To edit Locks on a Folder, follow these steps:

  1. Navigate to the Database.
  2. Click “Database design.”
  3. Select the Folder that contains the Lock you want to edit.
  4. On the Resource side panel, click “Locks” to reveal the available Locks.
  5. Select the Lock and make the changes.
  6. Click "Save" to update a Lock.

If you add a Lock to a Folder this Lock is inherited by the Forms and Subforms in this Folder as long as they have a Date/Month/Week field made as a Key field. Learn more about adding Locks.

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Editing a Form