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Folders can be created and nested to help organize the workflows into logical groups and provide an easy to understand, hierarchical grouping of workflows. Another use for a folder would be to assign the same permissions to a group of workflows.  By setting up a folder and sharing the permissions you only need to add users and groups once rather than for each individual category.

 

SD_R_Workflow_Folders_001

 

New Process...

Create a new workflow process.

Tutorial: Creating a Workflow Process

 

New Folder

Create new folder (sub-folder) within this folder.

 

Delete...

The folder can be deleted.

 

Export...

Export configuration definitions for this folder and sub-items.  By default the folder structure is not exported, if you want to export the folder structure make sure you check 'Include Folder Structure' in the Export dialog.

Reference: Export

 

Security Report...

The security report contains all security settings for all categories in the folder. It allows you to document the final security configuration after installing a system. The security report is stored as a ".csv" file which can be viewed with Microsoft Excel.  

 

Security

View and edit role-based access for anything below this node.

Tutorials: Role-based access

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