Folders

You may find it helpful to create Folders to keep items in your Slate database like Fields, Applications, or Workflows organized. Use the Folder Manager to create new folders with a unique color identifier and custom tooltip. Folders can include subfolders with up to three levels of depth.

You can create a new folder by two methods. The first method is a kind of "quick add" that lets us create folders on the fly while we're in the process of creating a new record. The second provides more customization options and lets us create an empty folder on its own. We'll use Fields as our example feature on which to employ folders.

Create a New Folder to Contain a New Record
  1. Select Database from the top navigation.
  2. Under Records, select Fields.

    Note: Fields are used here as an example of one of the many features that you can organize with folders.
  3. Select Insert.
  4. From the list Folder, select Other. A new text field appears.
  5. Enter a name for your new folder in the text box.

    Name_New_Folder.png

  6. Fill out any other fields necessary for the creation of the record.

    Save_Field.png

  7. Click Save. The new folder will appear in an alphabetical list of folders in the right-hand navigation.

    New_Test_Folder.png

Create a New, Empty Folder
  1. Select Database from the top navigation.
  2. Under Records, select Fields.

    Note: Fields are used here as an example of one of the many features that you can organize with folders.
  3. From the right-hand navigation, select (manage).

    Manage.png

  4. Select Add Fields Folder. A new window appears.

    Alternatively: create a new subfolder within an existing folder by clicking the plus sign at the right-hand side of the row.

    Add_Folder_or_Subfolder.png

  5. Configure the following settings for your new folder:

    • Color: Click the color swatch to open the color selection menu. Choose a predefined color, enter a hex code, or use the slider bar. When you've decided on a color, click Choose. 
    • Name: Enter a name for your folder. 
    • Description: Enter a description for your folder.
    • Tooltip: Enter text up to 100 characters that will appear when hovering your mouse over the folder name.

    New_Folder_Configuration.png

  6. Click Save. 

    New_Folder_Result.png

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