Folder blocks allow you to personalize a form. You can define a query, customize the layout of the form columns, and then save the query and layout in a folder definition that can be retrieved later.
Folder blocks display an Open Folder button. When you move the cursor into a folder block, you enable the Folder Tools toolbar icon and the Folder menu.
Important: If your system administrator sets the profile option Folders: Allow Customization to "No", you cannot create or customize folders. The only item available from the Folder menu is Open, to open a predefined folder. For more information about profile options, see Defining Preferences with User Profile Options.
To define query criteria for a folder
Run a query, either by using the Find command or Query By Example.
Save your query criteria by choosing Save As from the Folder menu.
Enter a name for the folder.
Select Always, Never, or Ask Each Time from the Autoquery option group to define how frequently to perform the saved query.
Select the Open as Default check box to set this folder definition as the default every time you navigate to this form.
Select the Public check box to allow other users to access your folder definition. Selecting Public does not enable other users to modify your folder.
Select the Include Query check box to include your query in the folder definition. If you do not select this check box, only the folder layout is saved.
To view the query criteria for a folder
Choose View Query from the Folder menu.
The Folder Query window displays the query used to retrieve the records displayed in the folder. An empty window indicates that the folder retrieves all records.
To reset the query criteria for a folder
Choose Reset Query from the Folder menu.
This clears the query from the current folder, but retains the current folder name and field layout.
Perform another query and choose Save from the Folder menu to save the new query to your current folder.
Use the Folder menu or the Folder Tools window to customize the folder layout. Some layout changes can be made using the mouse. For example:
Change the width of a column by dragging the column's border.
Change the sequence of a column by dragging the column's heading to a new position.
Change the name of a column by using the right mouse button on the column's heading. A window prompts you for the new name.
To access the Folder Tools window
Select the Folder Tools toolbar icon, or choose Folder Tools from the Folder menu.