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.

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.

Automation 360

Create and rename folders