8.4.1. Creating a New Folder

Engineering Knowledge Manager

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### 8.4.1. Creating a New Folder

You can add a new folder to a repository folder using the New > Folder action. There are some built-in folder types that you can create in an EKM repository: `Folder`, `Analysis Project`, and `PDM Object`. See Creating an Analysis Project Folder for more information about creating a new Analysis Project folder.

If a custom folder or container type is defined and configured for your workspace, then it is selectable from the Type drop-down list. See Defining Custom Types Directly in EKM in the Administration Guide for more details. If the custom folder/container has dependent properties defined and if one property is changed in the New Folder dialog box, the property options for the dependent properties change as well. See Defining Type Attributes for a Custom Type in the Administration Guide for details on how to define and call the macro for a custom type. See Creating Actions for a Custom Type in the Administration Guide for a sample macro.

You can create a new folder only if:

1. You have `Create` permission on the parent folder.

2. The parent folder is checked out to you (if it is under version control).

3. No other user has exclusive control of it.

To create a folder:

1. Select the folder where you want the new folder to be stored, then select (New) > Folder. This opens the New Folder dialog box.

   Figure 8.9: New Folder Dialog Box - Built-in Folder Type

2. Enter a name for the folder.

3. Select the type of folder to add from the Type drop-down list. Options include: `Folder`, `Analysis Project` and `PDM Object`. If a custom folder or container type is defined and configured for your workspace, it also appears in the drop-down list for you to select.

4. Optionally enter a Description for the folder. This property is viewable when you display properties and can be used as a search word to retrieve the folder.

5. Optionally attach an Image to the folder. Enter the full path or click Browse to select the image file from the Folders tree.

6. For custom folders, enter the required and optional properties if they are defined for the custom type. If a specific display order for properties is also defined for the type, then the properties are listed in the New Folder dialog box in this order; otherwise, they display in alphabetical order by name. An example custom folder is shown in Figure 8.10: New Folder Dialog Box - Custom Folder Type Example.

7. Check the Edit Permissions box if you want to set permissions on the new folder now. If this is selected, Edit Permissions dialog box opens when you click OK.

8. Click OK.

Figure 8.10: New Folder Dialog Box - Custom Folder Type Example

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