Connecting Windsor-Essex

Editing folders

You can edit a folder by renaming it, changing the order of its columns, or by selecting the type of information you want the folder to display. The following sections describe how to edit folders. There are three types of ways to edit information in a folder:

Rename a folder
Change the order of columns in a folder
Select the manner in which information is displayed in a folder (ie.: in columns, or by default sort order)

Users can sort List and Response folders by last date modified, title, or author. Managers can set the default sort order for custom list and response folders, as well as choose between ascending and descending sort order.

Renaming folders

You can edit a folder if you have manager access to the room that contains the folder.

Enter the room that contains the folder you want to rename.
In the table of contents, click the title of the folder, and then click Folder Options.
Under "What is the title of this folder?", enter a new title for the folder.
Click Next to begin publishing the change to the folder, then click Next again.

Changing the sort order of columns in a folder

QuickPlace shows you a list of the current column titles in their current order. The column title at the top of the list appears at the top left corner of the index, the second column title on the list appears to the right of the first column title, and so on.

Note The Title column is fixed by default as the first column in a folder.

For example, suppose the list of columns looks like this:

Title
Author
Modified
Serial Number

When QuickPlace displays page information in the index or folder, the information is arranged like this:

Title

Author

Modified

Serial Number

You can change the order in which the columns of information appear in a folder. For example, you might have one column that shows the title of each page, one column that shows a description of each page, and one column that shows a date for each page, like this:

Title	Description	Date
Problem Report 1	Customer was unable to start unit.	05/17/2000
Problem Report 2	Cable missing from package	05/12/2000

You might then choose to change the order in which the columns are presented, so that the date appears before the description, like this:

Title	Date	Description
Problem Report 1	05/17/2000	Customer was unable to start unit.
Problem Report 2	05/12/2000	Cable missing from package

To change the sort order for columns in a folder:

In your current room, open the folder whose options you want to change.
Click Folder Options.
In the field "Change the columns shown in this folder?", check the box labeled "Change column order."
Click Next. The Change Column Order form will appear.
Click Modify, Title, or Author, depending on how you want to reorder the columns in the folder.

Note Modify will sort the columns by the last date modified.

Click Next.
Under Save Folder Options, choose a location for the folder.
Click Next to save changes to the folder.

Selecting the information to display in a folder

You can choose the type of information you want displayed in a folder by checkmarking the names of one or more column types. The number of column types you can choose from depends on whether or not the current room includes custom forms. If the current room does not contain any custom forms, you see a list of three column types. The column types are as follows.

Column Type	When To Choose
Title	Choose this to display the page title for each page in the list of pages.
Author	Choose this to display the name of the page creator for each page in the list of pages.
Modified	Choose this to display the creation date (or, when a page has been modified, the date the page was last modified) for each page in the list of pages.

If the current room includes one or more custom forms, the names of all the fields in the custom forms appear below the e-mail notification column type. For example, if you have a form called Order Form, and this form includes a field called Customer Name, the column type Customer Name appears as a choice in the list of column types following e-mail notification.

Setting the default sort order for columns in a folder

If you have manager access, you can also set the default sort order for list and response folders.

To set the default sort order for a folder:

In your current room, open the folder whose options you want to change.
Click Folder Options.
In the field "Choose the default sort order:", use the drop down menus to select the sort order for the column name.
Click Next.
Under Save Folder Options, choose a location for the folder.
Click Next to save changes to the folder.