Create and manage a query folder

  1. From Analysis, select Information library. The information library appears.

  2. Select Manage folders. The Manage folders screen appears and displays existing query folders at the top level.

  3. Manage the query folders as necessary.

    • To add a query folder and begin a hierarchical folder structure, select Add on the toolbar. On the Add a folder screen, enter a unique name to help identify the folder and select Save. On the Manage folders screen, the new folder appears under All queries.

    • To arrange the order of multiple folders or move a query or folder into another folder, select the item to move and select the arrows on the toolbar or drag and drop the item as necessary. You can move queries into a folder or onto the top level. Top level queries do not use folders.

      After you add a query or folder to a folder, a plus sign (+) appears next to the folder to indicate that it contains nested items. As you add queries and sub-folders to folders, your list takes on more of a tree-view appearance.

      Note: To move an entire folder, use the arrows in the toolbar. When you move an entire folder, all its nested folders and queries also move. The nested structure of the items you move is maintained.

    • To edit or delete a folder, select it under Query folders and select Edit or Delete on the toolbar. You cannot delete a folder that contains queries and sub-folders.

      Note: You cannot add, edit, or delete queries from the tree-view.

    • To assign query folder permissions, select Permissions on the toolbar.

      Note: After you assign permissions, you must select OK on the Assign folder permissions screen and select Save on the Add and configure folder screen to save your permissions.

      For information about folder permissions, see Assign Folder Permissions Screen.

  4. Select Save. You return to the information library. On the Queries tab, your folder and query structure appears.