Files
help365/platform/work-with-folder-tree.html
koziavin 00717a92fb
All checks were successful
Deploy Static Site / deploy (push) Successful in 6m6s
update
2025-05-29 16:42:45 +04:00

200 lines
17 KiB
HTML
Raw Permalink Blame History

This file contains invisible Unicode characters

This file contains invisible Unicode characters that are indistinguishable to humans but may be processed differently by a computer. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html>
<html lang="en">
<head>
<title>Work with folder hierarchy</title>
<meta name="generator" content="Help+Manual" />
<meta name="keywords" content="" />
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="description" content="Once the folder tree is configured, users can perform the following actions:" />
<meta name="picture" content="" />
<meta property="og:type" content="website" />
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
<meta property="og:url" content="https://brix365.com/en/help" />
<meta property="og:image" content="" />
<link rel="icon" href="favicon.png" type="image/png" />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
<link rel="stylesheet" href="./jquery-ui.min.css" />
<link rel="stylesheet" href="default.css" />
<link rel="stylesheet" href="./search-yandex.css" />
<link rel="stylesheet" href="./article.css" />
<link rel="stylesheet" href="./glossary.css" />
<link rel="stylesheet" href="./theme.css" />
<script type="text/javascript" src="jquery.js"></script>
<script type="text/javascript" src="helpman_settings.js"></script>
<script type="text/javascript" src="helpman_topicinit.js"></script>
<script type="text/javascript" src="highlight.js"></script>
<script type="text/javascript">
$(document).ready(function(){highlight();});
</script>
</head>
<body>
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
<header class="header elma-365">
<div class="container">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-en.svg" alt="header logo">
</a>
<!-- <div class="hero__search-form" id="search-panel">
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
<label class="search-form__label">
<span id="reset-search" class="search__icon"></span>
<input class="search-form__input" type="text">
</label>
<input class="search-form__submit" type="submit" value="Submit">
</form>
</div> -->
<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
<div class="hero__search">
<a href="#" id="search-icon" class="hero__search-icon">
<img src="search-icon-white.svg" alt="search string">
</a>
<a href="#" id="side-menu-icon" class="hero__side-icon">
<img src="side_menu.svg" alt="side menu">
</a>
</div>
<div class="header__navi">
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
</div>
</div>
</header>
<main class="main container">
<aside class="sidebar" id="sidebar">
<div class="sidebar__header">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-light-en.svg">
</a>
<span class="sidebar__close elma-365-close" id="close"></span>
</div>
<div class="sidebar__wrapper" id="side-menu">
</div>
</aside>
<article class="article" id="article">
<div class="article-inner">
<div class="content">
<header class="article__header">
<div class="article__bread" style="display:flex; gap:10px;">
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
<div class="topic__breadcrumbs">
<p>Low-code designer &gt; App builder &gt; <a href="folder_tree.html">Folder tree in the folder hierarchy</a> / Work with folder hierarchy</p>
</div>
</div>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Work with folder hierarchy</span></h1>
</div>
</header>
<section class="article__content">
<div class="scroll-top-inner">
<a href="#h1-article" class="scroll-top"></a>
</div>
<!-- Placeholder for topic body. -->
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">Once the <span style="color: #0000ff;"><a href="folder_tree.html" class="topiclink">folder tree is configured</a></span>, users can perform the following actions:</p>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">When creating or editing an item, add it to a folder.</li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">Use a folder filter.</li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">View an apps folder tree on another apps form.</li></ul>
<h2 class="p_Heading2"><span class="f_Heading2">Add an item to a folder</span></h2>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">By default, the <span style="color: #0000ff;"><a href="navigation.html" class="topiclink">Folder Navigation</a></span> widget is placed in the upper left corner of the item page. The system administrator can change its location.</p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">You can use this widget to place an item in a specific folder. To do this:</p>
<ol style="list-style-type:decimal">
<li value="1" style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;">Open the form for creating or editing an item.</li><li value="2" style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;">Click the pencil and specify the folder.</li><li value="3" style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;">Select <span style="font-weight: bold;">Move</span>.</li><li value="4" style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;">Save your changes.</li></ol>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"> <img alt="work-with-folder-hierarchy-1" width="670" height="421" style="margin:0;width:670px;height:421px;border:none" src="work-with-folder-hierarchy-1.png"/></p>
<p class="p_Normal">The item page displays the full path to the folder where the item is located. If the item is not yet defined in any of the folders, you will see <span style="font-weight: bold;">All items</span>.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Use a folder filter</span></h2>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">In a folder hierarchy, you can quickly navigate to items grouped by certain parameters using a <span style="color: #0000ff;"><a href="folder_tree.html#filter" class="topiclink">folder filter</a></span>. &nbsp;</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">This filter is displayed in the tree, with its name in italics. By clicking on it, you will see all the items available to you that match the search parameters.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="work-with-folder-hierarchy-2" width="560" height="395" style="margin:0;width:560px;height:395px;border:none" src="work-with-folder-hierarchy-2.png"/></p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">Additionally, you can find app items using standard <span style="color: #0000ff;"><a href="360009669952.html" class="topiclink">filters</a></span>.</p>
<h2 class="p_Heading2"><span class="f_Heading2">View the folder hierarchy on other apps forms</span></h2>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">When an app with a configured folder hierarchy is placed on the form of another app, the folder tree will also be displayed when filling in a field and selecting an item.</p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">For example, when creating an order, you need to add a contract that is stored in an app with a configured folder hierarchy to its form. To do this, click the magnifying glass icon next to the <span style="font-weight: bold;">Contract</span> field.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">In the opened window, the folder tree configured in the app is displayed on the left side. The right side shows a list of all items in the selected folder.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="work-with-folder-hierarchy-3" width="514" height="340" style="margin:0;width:514px;height:340px;border:none" src="work-with-folder-hierarchy-3.png"/></p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">To find an item, specify its name in the search bar on the top panel of the window. The search will be performed among the items in the selected folder.</p>
<div class="bottom-nav">
<a id="prev-link" class="topic__navi_prev" href="folder_tree.html">
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
class="bottom-nav__link">folder_tree.html</span>
</a>
<a id="next-link" class="topic__navi_next" href="360009920611.html">
<span class="bottom-nav__link">360009920611.html</span> <span
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
</a>
</div>
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
<div class="feedback" id="feedback"><div class="feedback-help"><span><b>Was this helpful?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx" style="display: none;">Thanks for your feedback!</div><div class="feedback__popup" id="feedback__popup_why" style="display: none;"><div class="feedback__popup-header">Please specify why:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Recommendations did not help me</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Article is hard to understand</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Didn`t answer my question</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Content does not match the topic</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Other</label></div><div class="feedback__popup" id="feedback__popup-other" style="display: none;"><div class="feedback__popup-header">How we can improve it?</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Submit"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg" class="small-img" alt="like"><spanclass="feedback-form__btn-group_yes-btn">Yes</spanclass="feedback-form__btn-group_yes-btn"></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg" class="small-img" alt="dislike"><spanclass="feedback-form__btn-group_no-btn">No</spanclass="feedback-form__btn-group_no-btn"></label></div><select name="category"><option disabled="">Please specify why</option><option value="bad_recommendation" selected="">Recommendations did not help me</option><option value="difficult_text">Article is hard to understand</option><option value="no_answer">Didn`t answer my question</option><option value="bad_header">Content does not match the topic</option><option value="other_reason">Other</option></select><input type="submit"></form></div><div class="found_typo"><p style="margin: 0px; margin-top: 16px !important;"><span><b>Found a typo?</b></span> Select it and press <i>Ctrl+Enter</i> to send us feedback</p></div></div>
</section>
</div>
<aside class="article__sidebar" style="display:none">
<input type="checkbox" />
<div class="article__arrow"></div>
<div class="table-of-contents elma365-right" id="toc2Content">
<h3 class="h3-toc">In this topic</h3>
<nav id="toc2"></nav>
</div>
</aside>
</div>
</article>
</main>
<footer class="footer">
<div class="footer-container">
<div class="footer-mobile">
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
</div>
<div class="footer-wrap">
<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
<div class="footer-flex-b">
<span class="footer-copy">&copy; 2025 BRIX</span>
<ul class="footer-list">
<li class="footer-item">
<a href="#" class="arrow-top" style="display: block;"></a>
</li>
</ul>
</div>
</div>
</div>
</footer>
<iframe name="hmnavigation" style="display:none!important"></iframe>
<script src="./jquery-ui.js"></script>
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
<script src="./jquery.tocify.min.js"></script>
<script src="./TypoReporter.min.js"></script>
<script src="./google-search.js"></script>
<script src="./main.js"></script>
</body>
</html>