orchestrator
latest
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- Getting started
- Best practices
- Tenant
- About the Tenant Context
- Searching for Resources in a Tenant
- Managing Robots
- Connecting Robots to Orchestrator
- Storing Robot Credentials in CyberArk
- Storing Unattended Robot Passwords in Azure Key Vault (read only)
- Storing Unattended Robot Credentials in HashiCorp Vault (read only)
- Storing Unattended Robot Credentials in AWS Secrets Manager (read only)
- Deleting Disconnected and Unresponsive Unattended Sessions
- Robot Authentication
- Robot Authentication With Client Credentials
- Configuring automation capabilities
- Solutions
- Audit
- Settings
- Cloud robots
- Folders Context
- Automations
- Processes
- Jobs
- Apps
- Triggers
- Logs
- Monitoring
- Queues
- Assets
- Storage Buckets
- Test Suite - Orchestrator
- Resource Catalog Service
- Integrations
- Troubleshooting
Managing Folders
Orchestrator User Guide
Last updated Nov 4, 2024
Managing Folders
- From the Folders page, click the New Folder button. The New Folder window appears.
- In the Name field, enter a name for your folder.
- In the Description field, enter a description of the folder.
- 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.
- Click Create. Your folder is created and now appears on the Folders page.
Note: The maximum hierarchy depth is 7, meaning you can have a maximum number of 6 nested subfolders under a first-level folder.
You can create as many sibling folders as you want on a given level.
- From the Folders page, select an existing folder from the Manage Folders pane. The Add subfolder button is enabled.
- Click the Add subfolder button. The New Subfolder window is displayed.
- In the Name field, enter a name for your folder.
- In the Description field, enter a description of the folder.
- Click Create. Your folder is created and now appears on the Folders page under its parent.
- From the Folders page, in the Manage Folders pane, click the folder you want to edit. The folder and its accounts are displayed on the dashboard.
- Click the More Actions button and select Edit. The Edit Folder window is displayed.
- Edit the name and description as desired.
- Click Update to confirm your changes.
Important:
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.
All hierarchy-altering operations impact machine assignments that are based on inheritance. Use the move folder feature with caution as it can influence account and machine access to your resources.