Child Folder Manual Add Options - Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 24.1
License
Essential
Standard
Premier

If the Folder Type contains child Folder Types, you can restrict the Folder Types users can manually create, copy, or move within the current Folder Type.

From the Child Folder Manual Add Options section, select one of the following options listed below (which are unavailable for Workflow or Records Management folders). These options control which Folder Types can be manually created or added to the selected Folder Type.

Option

Description

Any User Addable Folder Type

Makes all user-creatable Folder Types available for creation within an existing folder. Users can copy or move any folders to this Folder Type. Folder Types that are not user-creatable cannot be created or added to the folder.

Note:

This option is unavailable if the Folder Type is configured to order child folders by Keyword Value. See Order by Keyword Value for more information.

Only User Addable Child Folder Types

Makes only the user creatable child Folder Types for the current Folder Type available for creation within an existing folder. Copyable and movable folders can be added only if they are a child Folder Type of the current Folder Type. Folder Types that are not user-creatable cannot be created or added to the folder.

Cannot Add Child Folders

Users cannot manually create or add folders within folders of this Folder Type. For example, you may have the Folder Type configured to auto-create its child folders, or the child Folder Types are configured for auto-foldering.

See the Examples of Child Folder Manual Add Options for the options available from these selections.