Create and rename folders

Depending on the permission assigned to you, you can create or rename folder names and description in the private workspace and rename the folder description in the public workspace. This helps to organize your bots and files in the Control Room repository.

Prerequisites

To create folders, you must have the following permissions:
  • View my bots
  • Create folders
To rename folders, you must have the following permissions:
  • View my bots
  • Rename folders
You can grant access privileges to other users to specific folders so that they can perform various bot operations on the bots contained in that folder. Keep the following considerations in mind while renaming your folder:
  • You can rename your non-empty folders only in the private workspace.
  • Ensure the following when you rename a folder:
    • It does not contain checked-out or cloned bots even at subfolder levels.
    • It does not contain more than 100 items including subfolders and files.
Consider the following naming conventions when creating and renaming folders:
  • Ensure that a folder name does not end with a period (.) or space. Additionally, space at the beginning of a folder name is not supported.
  • Do not use folder names that are reserved for the Windows operating system. The reserved folder names are as follows:
    CON PRN AUX NUL COM1
    COM2 COM3 COM4 COM5 COM6
    COM7 COM8 COM9 LPT1 LPT2
    LPT3 LPT4 LPT5 LPT6 LPT7
    LPT8 LPT9 -- -- --
  • For more information about file naming, see Microsoft guidelines.

Procedure

  • Create a folder
    1. Navigate to Automation > Folder.
    2. Click a folder in the Folders tree view to open it. For example, Bots > Sample bots.
    3. Click the icon to create subfolders in the Folder tab and provide an appropriate name.
    4. Browse and choose the path where you want to save the folder.
    5. Click Create folder.
      The folder is added and can be viewed in the Folders tree view and in the Files and folders tab.
  • Rename a folder in the private workspace
    1. Navigate to Automation > Folder.
    2. Click a folder in the Folders tree view to open it. For example, Bots > Sample bots.
    3. In the Files and folders tab, hover over the folder that you want to rename and click Edit folder (pencil icon).
    4. Provide an appropriate name and description and browse and choose the path to the location where you want to save the folder.
    5. Click Save changes.
  • Edit folder description in the public workspace
    1. Navigate to Automation > Folder.
    2. Click a folder in the Folders tree view to open it. For example, Bots > Sample bots.
    3. In the Files and folders tab, hover over the folder that you want to rename and click Edit folder (pencil icon).
    4. Enter a meaningful description and then browse to select the location where you want to save the folder.
    5. Click Save changes.