Saving items into categories

You can save a query, set, or definition into specific categories to sort them and control access.

Procedure

To save an item in an existing category:
  1. Click Save. You are then prompted for the item name.
  2. Enter the name for the item, which must be unique to the database, and then click OK.

    The default category is displayed in the Selected Category box. If the default category is empty (does not exist yet), it is displayed in brackets next to the text Selected Category.

    Note: If you are not prompted to select a category after clicking Save, then you need to follow the steps in Moving items between categories.
  3. Select the category in which to save the item.
    Note:

    To create a new category, simply enter the names of the categories you want, separated with a backslash (\). For example: Operation Crest\Unit B\Vehicle Owners

    In this example, both the categories for Operation Crest and Unit B will be created for you if they do not exist.

  4. Optional: Restrict who can access the item by clicking Restricted to groups and then selecting the groups who can access the item.
    OptionDescription
    Public Any user can access the items.
    Private Only the person who flagged the folder object as private and the system administrator can see it. For example, unless you are logged on as a system administrator, private report definitions belonging to others will not appear in the All Report Definitions folder.
    Note: If you are a member of a folder object control group, membership of this group may prevent you from setting the access on folder objects to private. Access to the object will always be set to the folder object group. For detailed information, see below About folder object control groups.
    Restricted to groups

    Only users who are in the groups can see these items.

    With Restricted to groups selected, check the groups that you want to have access.
    Note: You only see the groups of which you are a member.Group access to categories