Common Components Help

AEF Help

Editing Details for a Folder or Subfolder

The owner of a folder or subfolder can edit its details, which includes changing the name and assigning ownership to another Workspace Lead.

If your system is configured to allow Global Read access for a folder, the Edit Folder Details page includes an option for choosing Global Read access. For instructions on assigning this access, see Assigning Global Read Access for a Folder.

To edit details about a folder or subfolder

1. Access the category list and Properties page for the folder or subfolder. For details, see Viewing Information for a Folder or Subfolder.
2. From the Properties page, click Edit Details from the page Actions menu.

The Edit Folder Details page opens in a new window.

3. Edit the Name of the folder/subfolder as needed.

This is the name you will use to track the folder so it should be short and descriptive. Top-level folders within a workspace cannot have the same name. Subfolders within a folder or subfolder also cannot have the same name. Subfolders can have the same name if they are within different folders/subfolders.

4. To make someone else the Owner of the folder/subfolder (be aware that if you make someone else the owner, you will no longer be the owner and therefore will not be able to change ownership again):
1. Click next to your name in the Owner field.
2. From the list of Workspace Leads on the Select Folder Owner page, choose the new owner and click Done.

The Edit Folder Details page refreshes to show the new owner instead of your name.

5. Choose whether the folder has Global Read Access or only Workspace Access.
6. Edit the Description, which describes the folder's intent or purpose, as needed.
7. Click Done.