Agent procedures are organized using two folder trees in the middle pane, underneath Private and Shared cabinets. The following action buttons display, depending on the object selected in the folder tree.
When a Cabinet is Selected
Collapse All - Collapses all branches of the folder tree.
Expand All - Expands all branches of the folder tree.
(Apply Filter) - Enter text in the filter edit box, then click the funnel icon to apply filtering to the folder trees. Filtering is case-insensitive. Match occurs if filter text is found anywhere in the folder trees.
When a Folder is Selected
Share Folder - Shares a folder with user roles and individual users. Applies to shared cabinet folders only.
Note: See guidelines for share rights to objects within folder trees in the Folder Rights topic.
New Procedure - Opens the agent procedure editor to create a new procedure in the selected folder of the folder tree. See Creating / Editing Agent Procedures.
New Folder - Creates a new folder underneath the selected cabinet or folder.
Delete Folder - Deletes a selected folder.
Rename Folder - Renames a selected folder.
Import Folder/Procedure - Imports a folder or procedure as children to the selected folder in the folder tree. Applies to private cabinet folders only.
Note: The Import Center will import a previously exported shared agent procedure folder or procedure to the Shared cabinet. It will not overwrite any folder or procedure using the same name and tree path.
Export Folder - Exports the selected folder and all its procedures as an XML file. The XML file can be re-imported.
to apply filtering to the folder trees. Filtering is case-insensitive. Match occurs if filter text is found anywhere in the folder trees.