5.9.9. Folders Panel

The folders panel provides quick access to frequently used information. It is a panel on the left side of the main application window containing a hierarchical structure of folders. Clicking on folders shows the corresponding system screens with certain parameters.

At the moment of this writing, the panel is available for the Web Client only.

The platform supports three types of folders: application folders, search folders and record sets. Application folders are displayed at the top of the panel as a separate folder tree. Search folders and record sets are displayed at the bottom of the panel in a combined tree.

  • Application folders:

    • Open screens with or without a filter.

    • The set of folders depend on the current user session. Folder visibility is defined by a Groovy script.

    • Application folders can be created and changed only by users with special permissions.

    • Folder headers may show the record count calculated by a Groovy script.

    • Folder headers are updated on timer events, which means that record count and display style for each folder can be updated.

  • Search folders:

    • Open screens with a filter.

    • Search folders can be local or global, accessible only by the user who created them or by all users, respectively.

    • Local folders can be created by any user, while global are created only by users with special permissions.

  • Record sets:

    • Open screens with a filter containing a condition to select specific records by their identifiers.

    • Record set content can be edited using the dedicated table actions: Add to set and Remove from set.

    • Record sets are available only to the user who created them.

The following application properties can influence the functionality of the folder panel: