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.
- Select Database from the top navigation.
- Under Records, select Fields.
Note: Fields are used here as an example of one of the many features that you can organize with folders. - Select Insert.
- From the list Folder, select Other. A new text field appears.
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Enter a name for your new folder in the text box.
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Fill out any other fields necessary for the creation of the record.
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Click Save. The new folder will appear in an alphabetical list of folders in the right-hand navigation.
- Select Database from the top navigation.
- Under Records, select Fields.
Note: Fields are used here as an example of one of the many features that you can organize with folders. -
From the right-hand navigation, select (manage).
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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.
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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.
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Tooltip: Enter text up to 100 characters that will appear when hovering your mouse over the folder name.
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Click Save.
