Form Folders

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The Folders View feature is a simple to use but very versatile module or form management capability. The feature allows the administrator to search and organize any number of modules in ITAM. There is no limit to the number of ITAM forms and modules you may keep within your ITAM portal. Some ITAM implementations have hundreds which makes the need to organize these modules.

The Folders View is only available within the Administrative Portal and not evident in the User Portal.

Create

By clicking on any modules title, the form presents the expanded view and you will see the top left tab labelled Folder.

ITAM-Menu-Folder.png

Clicking on the Folder tab will produce the pop-up window providing the administrator with the ability to either create a new folder and move the form into it or choose an existing folder name from the drop-down field and move the form into that existing folder easily.

ITAM-Folder-Name-Move.png

View

You will see your created folders always at the top of your ITAM Administrative Portal Form Manager window appear in alphabetical order. The folder color is darker than the module's color to easily differentiate folders from forms.

Administrators will see several folder tab options for View Forms which allows the administrator to see inside the folder, Rename which allows the administrator to rename the folder and Delete which allows the administrator the ability to delete the folder.

It is important to note that deleting the folder does not delete the forms inside it. Those forms will automatically return to the top level within the Forms Manager.

ITAM-Folder-View.png

ITAM-Folder-Navigate.png

Delete

Once again, it is important to note that deleting the folder does not delete the forms inside it. Those forms will automatically return to the top level within the Forms Manager.

ITAM-Folder-Delete.png

Move

In the event that you want to reassign a form to another folder, you can easily do this by clicking on the form's Folder tab and either creating or moving to an existing folder.

ITAM-Folder-Name-Move.png

Rename

When choosing the folder's Rename option, a pop-up window will appear providing the user with the ability to rename an existing folder.

ITAM-Folder-Rename.png

Managing forms and modules within ITAM is easy and now with the added capability to further organize them into folders just made the management of large ITAM implementations even better.