Customizing Folders
- 22 May 2024
- 1 Minute to read
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Customizing Folders
- Updated on 22 May 2024
- 1 Minute to read
- Print
- DarkLight
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Users with the necessary permissions may edit a Designer Folder to customize the appearance in the Folder Tree.
Right-click on a Designer Folder in the Folder Tree to open its Actions Menu. Under Manage > More, notice these four actions:
- Add as Favorite
- Set Look and Feel
- Set Name and Description
- Set Order
Selecting the Add as Favorite action pins this folder to the Favorites 
section of the sidebar for quick access to its contents. This is especially useful for designer folders containing a dashboard.
To change how the Folder looks outside the Favorites menu, utilize the other bulleted actions with settings that, while named the same, affect how the Folder looks in the Folders menu instead.
The following configurations are available upon selecting this action:
| Setting Name | Default Value | Function | |
|---|---|---|---|
| Name | The current name of the Designer Folder | This prompts for the name of the Designer Folder in the Favorites menu. It does not change the name of the Designer Folder. | |
| Type | For All Users | Allows selection of which users will see the pin. | |
| For All Users | -- | All users in the instance can see/use the pin. Note that an account cannot open the pinned Designer Folder until it gains the necessary permissions. Pins do not override permissions. | |
| For Me | -- | Only the account creating the pin can see/use the pin. | |
| For This Session Only | -- | Only the account creating this pin can see/use it for this current session. The pin will be deleted upon logging out and logging back in. | |
| Unfavorite | -- | Removes the pin from the Folder Tree. | |
| Order | 0 | Organizes how nested Designer Folders are organized top to bottom in the Favorites menu. The higher the number, the closer to the top the Designer Folder appears. | |
| Color | N/A | Allows selection of the Designer Folder's name's text color in the Favorites menu. | |
| Thumbnail | N/A | Allows selection of the Designer Folder's thumbnail in the Favorites menu. | |
| Icon | designer-folder | Allows selection of the Designer Folder's icon in the Favorites menu. | |
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