Adding Forms, Flows, and Reports to a Designer Folder

Overview

Every Designer folder contains buttons that allow you to create entities in that folder, such as forms, flows, or reports. To add an entity to a Designer Folder, navigate to its folder, click the respective button to create the entity, and then to open the Designer to build the entity.

Example

Begin in the portal by creating a Designer folder.
From the Folder Tree on the left side of the screen, click the plus sign button next to Folders. This is one quick route to create a new Designer Folder.

In the resulting Add Designer Folder dialog, type a name for the new Designer folder, then click SAVE.

The new Designer folder appears in the Folder tree. Click on the folder.

To add entities to the Designer folder. Select the Create Flow, Create Rule, Create Report, Create Form, Create Datatypes/Integration buttons in the bottom action panel.

The entities will always be found in the folder they were created in unless we choose to move them elsewhere.