Organizing views in folders

Set up a folder to organize a group of views. You can add your own top-level folders or subfolders in the My views page. You can add top-level folders or subfolders for your team in the Shared views page.

Procedure

  1. Open the Views page.
  2. Go to the location where you want to create the folder, either private or shared, for example, My views .
  3. Click the Create folder icon.
  4. In the Folder dialog box, specify a name and the description for the folder, and then click Create.
    Important: Access of moving and deleting folders from the Shared views folder is restricted. Only folder creators can complete the following operations:
    • Move the folders from the Shared views folder and its subfolders to other locations (My views and subfolders of Shared views folder).
    • Delete the folders from the Shared views folder and its subfolders.

    If you are not a folder creator and try to move or delete the folders, an error message is shown.

    Tip: On hovering over a view folder, the Create folder and Create view actions are displayed.
    • Click Create folder to add a folder within the selected view folder.
    • Click Create view to create a view inside the selected folder.

Example

A team that is working on the HeartValve product is ready to develop their next product, HeartValve-2. Several views are created to support the new product. The product manager creates top-level folders that are called HeartValve release 2.0 in the Shared views page so the team knows which views to focus on.