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 in the Folders page.

Create a Subfolder

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.

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 in the Folders page under its parent.

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 (if any) are displayed on the dashboard.
2. Click the Assign User button and select the Assign Local User option. The Assign User window is displayed.
   
   

   

   
   
3. Using the Select the user you would like to assign drop-down, select the user to be added to the folder.
4. Use The Roles for the user selected above drop-down to indicate the role(s) to be assigned to this user within this folder.
5. Click Assign. The selected user are now assigned to and may access this folder.

Adding AD Users

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 AD User or Group option. The Assign User window is displayed.
   
   

   

   
   
3. Using the Domain name drop-down, select the domain of the user or group to be added to the folder.
4. In the Group or Username field, use the drop-down or beginning typing to search for the user or group you want to add.
5. Use The Roles for the user selected above drop-down to indicate the role(s) to be assigned to this user within this folder.
6. Click Assign. The selected user or group is now assigned to and may access this folder.

Assigning Machine Templates

1. From the Folders page, in the Manage Folders pane, click the folder you want to assign a machine to.
2. On the Machine Templates tab, click Manage Machine Templates. The Manage Machine Template window is displayed.
3. Select the machine template 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 warning 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.

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

Note: User roles can only be edited in modern folders with the custom roles inheritance model.

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.
4. Click Assign to save your changes.

Moving Folders

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.

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.
   Note:

   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.