Overview
Each user has the option to create folders to help organize their filters listed under each person type.
Folders allow quick access to filters instead of scrolling through a long list.
- If person types is enabled, separate filter folders will display under each person type selected from the People page dropdown.
- When person types is enabled, shared filters cannot be shared between different person types.
- If person types is not enabled, all filters and filter folders will display on the Student page.
Attributes
- Each user can create an unlimited number of folders.
- By design, there is only one level of filter folders; users cannot create secondary folders or subfolders.
- Folder names display in alphabetical order under the default Everyone and Caseload filters.
- Each filter can only display in one folder at a time and can always be moved to a different folder when needed.
How to Add a Filter Folder
- Select the Student page or from the People page dropdown, select a Person Type.
- Select "Add Folder"
- Enter the folder name.
- Save the record.
- The folder will automatically display within the list of folders in alphabetical order.
How to Move a Filter into a Folder
- Find the filter you wish to move into a folder.
- Select the three dot menu.
- Select "To Folder".
- Select the folder you wish to move the filter to from the dropdown.
- Save the record.
- The folder will automatically display in the folder in alphabetical order.
Filters can also be added into a folder when adding or editing an existing filter.
- On the New Filter or Edit Filter menu, select an existing folder to move the filter into.
How to Rename a Folder
- Find the folder you wish to rename.
- Select the three dot menu.
- Select "Edit".
- Enter the new folder name.
- Select Save.
How to Delete a Folder
If the deleted folder includes filters, these filters will automatically move back to the list of filters displayed under the person type folders in alphabetical order.
- Find the folder you wish to delete.
- Select the three dot menu.
- Select "Delete".
- If the folder is not empty, a confirmation message will appear.
- Select Ok to delete the folder.