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Folders

Note

Folders now support Missions and Reports as assets.

Folders allow you to  combine multiple asset types in a single location, and permissions control folder access. You can only view and interact with folders you have access to.

You can find Folders at the top of the list in the Library. Assets already located inside Folders are not displayed in the main Library. To view all available assets, navigate to the app-specific Library section.

Supported Assets

Available in the Library:

  • Designer Cloud Workflow

  • Live Query Workflow

  • Designer Desktop (Workflow, Analytic App)

  • Plan

Permissions and Ownership

  • Folder access is controlled by permissions assigned by administrators or folder owners.

  • Depending on your permissions, you can view, create, update, delete, or share folders as well as the assets within them.

  • Only users with appropriate permissions (such as folder owners or admins) can delete a folder.

In some cases, users can contribute assets to a folder without being able to share them. This allows collaboration while maintaining controlled access.

Create a Folder

To create a folder, follow these steps:

  1. Access the Library via the left navigation panel.

  2. Select New > Folder.

  3. Enter a folder name and select Create.

Moving Assets to Folders

Supported assets can be moved to Folders only from the Library section. To move an asset to a Folder, you must have permission to edit the asset and permission to modify the target folder.

To move the asset to a Folder, follow these steps:

  1. Locate the asset in your library and use the asset's 3-dot menu.

  2. Select Move.

  3. Select the folder in the Move dialog (Only folders that you have access to are displayed).

  4. Select Move to finish.

Example 1. Example: Moving Asset to Folder

A user moves an asset (including shared assets) to a folder, and the asset becomes visible in the folder.

If the asset is later unshared with the user, it disappears from the Folder view for that specific user.



Folder Sharing

Folders are treated as shareable assets. Only users with sharing permissions for a folder can share it. Folders can be shared with individual users or User Groups.

  • Users receive an email notification when a folder is shared with them.

  • Assets inside shared folders inherit the folder's permissions. Access to assets is granted through folder membership.

  • Sharing permissions can be restricted based on user roles and folder permissions.

These are the sharing permissions:

  • Folder access is controlled by permissions assigned to users or user groups.

  • Depending on permissions, users can view, edit, or share folders and assets.

  • In some cases, users may not be allowed to share assets, even if they can edit or contribute to them.

Dependencies of shared assets (related workflows, datasets) are not automatically shared. You need to explicitly share any dependencies required to work with the assets.

Assets inside shared folders inherit the folder’s sharing permissions. However, if a folder is unshared, its assets may remain shared unless they are explicitly unshared.

Example 2. Example: Sharing a Folder

User A shares Folder A with User B (Viewer permission). If Folder A contains Asset X, User B gains Viewer access to Asset X automatically.

If a user sharing the Folder (User A) lacks sharing permissions for some assets inside the Folder:

  • Only assets to which User A has sharing permissions are shared.

  • For other assets, a Request to Share notification is sent to the respective asset owners.



Example 3. Example: Unsharing a Folder

User A unshares Folder A with User B. User B loses access to all assets in Folder A.

If User A doesn’t have unsharing permissions for some assets:

  • Only the assets inside the folder User A controls are unshared.

  • For other assets, a Request to Unshare notification is sent to the respective asset owners.



Share a Folder

To share a folder, follow these steps:

  1. Locate the folder in the Library and select its 3-dot menu.

  2. Select Share.

  3. Use the Select Users or Groups field to search or select the Users or User Group that you want to share the folder with.

  4. Assign permissions for the users or user groups:

    • Viewer: Can Read

    • Contributor: Can Read and Update

    • Editor: Can Read, Update, and Share

  5. Select Share to finish.

Removing Assets from Shared Folders

When an asset is removed from a shared Folder, it is automatically unshared with users who have access to the Folder.

Folder Deletion

Only the Owner or an Admin can delete a Folder. When a Folder is deleted:

  • Assets that the user has delete permissions for are also deleted.

  • Other assets are moved to the root folder, and a Request to Delete notification is sent to their owners.

Delete Folder

Important

This action cannot be undone.

To delete a folder, follow these steps:

  1. Locate the folder you want to delete in your Library and select its 3-dot menu.

  2. Select Delete. A confirmation window will appear.

  3. If you're not ready to permanently delete the folder, select Close. To confirm that you want to delete the folder, select Delete.

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