Moving reference data sets into folders

You move reference data sets into folders when you want to organize or group them by a particular category. Examples of common folder organization are date, user’s name or product.

Before you begin

On the Reference Data Sets tab, open the Folder View and choose the reference data set to move.

Procedure

  1. Optional: If you want to move a reference data set into a child folder, expand the parent folder by clicking the plus symbol for the folder name.
  2. Drag the reference data set and drop it into the new folder.
    As you drag the reference data set, a moveable box indicates whether the reference data set can be dropped at the location of the cursor. A red bar indicates it cannot be dropped at the current location.
    A green bar indicates it can be dropped at the current location.