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  1. Hover over an existing folder and click on the  icon.
  2. Click on the New
  3. The next step is to define if this is a Folder or a Sub Folder. 
    1. Folder: this is used as a container for Sub Folders, and will never directly hold content. Leave the Folder Hierarchy option set to Top Level (which it is by default).
    2. Sub Folder: this is used as a container for content, and as such can have security and other content-related settings applied. Select a Parent Folder to place this Sub Folder into.

  4. Next, you can define your advanced options

    1. Folder: there is only one option available for a Folder.
      1. Sort OrderDefine a specific sort order value if you don’t wish the folder to be sorted alphabetically. 0 will result in standard sorting.
    2. Sub Folder: there are a range of options available for Sub Folders.
      1. Sort Order - Define a specific sort order value if you don’t wish the folder to be sorted alphabetically. 0 will result in standard sorting.
      2. Draft Content Default Folder - Define if this folder will be used to store all draft content until it is saved initially. There can only be one of these folders in a system.
      3. Max Size - Define the amount of storage available for caching content in this folder (in KB).
      4. Max Versions - Define the number of historical result sets that will be accessible, per report.
      5. Max Age - Define how long the historical result sets should be stored before they are deleted.
  5. Finally, if this is a Sub Folder, you can define the User Access settings, otherwise proceed to the last step.

    1. Expert Approval - Define if publishing into this folder requires approval by an expert.
    2. Folder Security: 
      1. Unsecure - This option is used in conjunction with a multicast licence and guest login to provide access to content in this folder without logging in. This behaves like a Public folder for users that are logged in.
      2. Public - All users with functional access to reports, dashboards, and/or storyboards will be able to see the content stored in this folder.
      3. Private - Only the users specified here will be able to see and interact with the content stored in this folder, based on the level of access specified.
  6. Click Submit to create your folder.

 

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Content Approval

Content, such as Views or Stories, that require approval, will appear with a 'Approval Required message ' tag on them in the Browse page.

 

Views Content that get gets approved will display an approval icon on them to signify their authorisationauthorization.

 

To learn more about the View Approval process, click here.

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