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UiPath Orchestrator

The UiPath Orchestrator Guide

Managing Folders

Creating Folders


Create a First Level Folder

  1. From the Folders page, click the New Folder button. The New Folder window appears.
  2. In the Name field, enter a name for your folder.
  3. In the Description field, enter a description of the folder.
  4. From the Process package source, select if this folder (and any sub-folders) use the Tenant package feed or if you want to Create a new package feed for this folder. All subfolders inherit the package feed setting from the root parent. Access to the feed is controlled by the folder-scoped Folder Packages permission set.
  5. Click Create. Your folder is created and now appears on the Folders page.

Create a Subfolder

  1. From the Folders page, select an existing folder from the Manage Folders pane. The Add subfolder button is enabled.
  2. Click the Add subfolder button. The New Subfolder window is displayed.
  3. In the Name field, enter a name for your folder.
  4. In the Description field, enter a description of the folder.
  5. Click Create. Your folder is created and now appears on the Folders page under its parent.

Folder Access


Assigning Users or Groups

  1. From the Folders page, in the Manage Folders pane, click the folder you want to manage. The folder and its users are displayed on the dashboard.
  2. Click Assign User or Group. The Assign User window is displayed.
  1. In the Group or Username drop-down, search for the user or group you want to add.
  2. Use The Roles for the user selected above drop-down to select the role(s) to be assigned to this user within this folder.
    If classic folders are inactive for your tenant, you can only assign Folder roles and Mixed roles. To assign Tenant roles, do so from the Users page or from the Roles page at the tenant level.
  3. Click Assign. The selected user or group is now assigned to and may access this folder.

🚧

Important

Users part of mappings that are employed in triggers cannot be deleted or unassigned from the folder the trigger resides in. Make sure the user is not set as an execution target in a trigger so you can delete them.

Adding Local Users

  1. From the Folders page, in the Manage Folders pane, click the folder you want to manage. The folder and its users are displayed on the dashboard.
  2. Click the Assign User button and select the Assign Local User option. The Assign User window is displayed.
  1. Using the Select the user you would like to assign drop-down, select the user to be added to the folder.
  2. Use The Roles for the user selected above drop-down to select the role(s) to be assigned to this user within this folder.
    If classic folders are inactive for your tenant, you can only assign Folder roles and Mixed roles. To assign Tenant roles, do so from the Users page or from the Roles page at the tenant level.
  3. Click Assign. The selected user is now assigned to and may access this folder.

Adding Directory Users or Groups

  1. From the Folders page, in the Manage Folders pane, click the folder you want to manage. The folder and its users (if any) are displayed on the dashboard.
  2. Click the Assign user button and select the Assign Directory User or Group option. The Assign User window is displayed.
  1. Using the Domain name drop-down, select the domain of the user or group to be added to the folder.
  2. In the Group or Username drop-down, search for the user or group you want to add.
  3. Use The Roles for the user selected above drop-down to select the role(s) to be assigned to this user within this folder.
    If classic folders are inactive for your tenant, you can only assign Folder roles and Mixed roles. To assign Tenant roles, do so from the Users page or from the Roles page at the tenant level.
  4. Click Assign. The selected user or group is now assigned to and may access this folder. -->

Assigning Machines

  1. From the Folders page, in the Manage Folders pane, click the folder you want to assign a machine to.
  2. On the Machine tab, click Manage Machine. The Manage Machine window is displayed.
  3. Select the machine to be added to the folder.
  • Adding the machine to the folder is only required for unattended use cases.
  • All machines are available for selection, but they need to be assigned at least one unattended runtime to be fit for execution. Templates with no runtimes attached are illustrated using a icon.
  • Adding the machine alone to a folder does not grant UiPath Robot access to the processes in that folder. The corresponding user needs to be added as well. See the procedures above on how to add the user to a folder.
    Click here for more details about robots in modern folders.

Updating User-Machine Mappings

Learn about user-machine mappings.
Folder mappings work as subsets of tenant mappings, in that user-machine configuration done at the folder level allows you to create a more granular subset of allowed user-machine pairs defined on the tenant.

  1. From the Folders page, in the Manage Folders pane, click the folder you want to change mappings for.
  2. On the Machine tab, click More Actions > Update user mappings for folder. The Edit user mappings window is displayed.
  3. Select the mapping strategy:
  • Inherit from tenant - No specific mappings in place for this folder on top of the ones defined for the tenant.
  • Specific user-machine mappings for this folder - Configure specific user-machine pairs on which execution is allowed in this folder.
  1. For a specific mapping strategy, select the users for whom execution is allowed on the machine in question, in this particular folder.

Similarly, you can configure user-machine mappings directly in the context of the folder on the Settings page (Settings > Machines).

Editing Folders


  1. From the Folders page, in the Manage Folders pane, click the folder you want to edit. The folder and its users are displayed on the dashboard.
  2. Click the More Actions button and select Edit. The Edit Folder window is displayed.
  3. Edit the name and description as desired.
  4. Click Update to confirm your changes.

Editing User Roles

  1. From the Folders page, in the Manage Folders pane, click the folder you want to edit. The folder and its users are displayed on the dashboard.
  2. Click the More Actions button for the user you want to edit and select Edit Roles. The Edit User Roles window is displayed.
  3. Use the Roles drop-down to add or remove the desired roles for this user.
    If this is a modern folder (blue folder icon), you can only assign Folder roles and Mixed roles. To assign Tenant roles, do so from the Users page or from the Roles page at the tenant level.
  4. Click Assign to save your changes.

Moving Folders


🚧

Note:

Any processes using the FolderPath feature of activities may be broken when the folder is moved. Ensure processes have the correct folder path at all times.

You are only permitted to move folders to tree structures that use the same package feed as the folder to be moved.

  • A folder that uses the tenant feed can be moved under folders that use the tenant feed. Similarly, it can be converted into a first-level folder that uses the tenant feed.
  • A folder that has its own package feed cannot be moved outside its tree structure.
  1. From the Folders page, in the Manage Folders pane, click on the folder you want to move. The folder and its users are displayed on the dashboard.
  2. Click the More Actions button and select Move. The Move Folder window is displayed.
  3. Use the radio buttons to select where to move this folder. The available options are:
    • under an existing Modern Folder - move the selected folder under another modern folder. Note this cannot be done if the move would exceed the 7-level depth limit or if another folder with that name already exists in that hierarchy.
    • as First Level Folder - changes the selected folder to a root-level folder with the same permission model as before.
  4. User the Search bar or folder hierarchy to select where to move this folder.
  5. Select Continue. A confirmation window appears displaying user access rights impacted by the change.
  6. Select Confirm to complete the action or Cancel to abort.

Deleting Folders


  1. Select the desired folder from the Manage Folders pane of the Folders page.
  2. Click the More Actions button and select Remove. A confirmation prompt is displayed advising you of the associated entities that will be deleted.
  3. Click No to cancel or Yes to confirm the deletion.

📘

When a folder is deleted, the following effects occur:

  • All contained entities are deleted.
  • All associated users and machines are "detached" (i.e., unassigned) for that folder.
  • Any active triggers are disabled.
  • Any pending jobs are stopped and/or killed and deleted.
  • No webhooks associated with this folder are sent.

Running jobs in folders whose deletion failed does not work.

Updated 18 days ago


Managing Folders


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