Folders

Users open folders, construct queries, and retrieve reports from application groups. (However, it is not necessary that users know about or understand application groups.) When you create a folder, you define the search and display fields that appear when the user opens the folder. You map the folder fields to database fields in the application groups referenced by the folder. The database fields contain index values extracted from the reports that are loaded into the application groups. For example, the folder search field Customer Account Number could be mapped to the acct# application group database field. Content Manager OnDemand creates database records that include the index values for the acct# field when you load a report into the application group. When the user enters a query, Content Manager OnDemand retrieves records from the database if the values of the acct# database field match the value that the user typed in the Customer Account Number search field.

When you define a folder to Content Manager OnDemand, you add one or more application groups to the folder, select index fields from the application groups to appear as search and display fields when the user opens the folder, and specify the properties of the search and display fields. For example, you can determine the layout of the search fields on the screen and specify values that will automatically appear in the search fields when the user opens the folder.

Content Manager OnDemand maintains information about the name of the folder and its structure in the Content Manager OnDemand database. For example, the database contains information that describes the search and display fields the you defined and the database fields that you selected from application groups referenced by the folder.

You define a folder to Content Manager OnDemand through properties and values grouped in categories. A category is a set of related properties. Content Manager OnDemand provides folder categories for general information, permissions, field definitions, field information, and field mapping. The general category is where you specify general properties about the folder, such as the name of the folder and the application groups contained in the folder. The permissions category is where you determine the groups and users that can open the folder. You can assign other types of folder authorities in the permissions category, such as specifying someone to administer the folder. The field definitions category is where you define the search and display fields for the folder. The field information category is where you specify the attributes of the search and display fields. For example, you can specify the search operators available for each field and determine the order that the search fields appear on the screen. The field mapping category is where you map the folder search and display fields to database fields in application groups referenced by the folder.