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Public Folder: Operations

Use the Operations page to specify the operations to perform as part of the action.

Public Folder Action Module Wizard Operations page

The Add operation drop-down menu lists the operations that can be performed. Each operation opens a corresponding window. Operations include:

The buttons to the right of the drop-down control the operations in the field:

  • Edit – Allows you to alter operation settings
  • Add – Places selected operation one step above its current position
  • Down – Places selected operation one step below its current position
  • Delete – Removes a selected operation

Rename Folder Window

Use the Rename Folder window to rename selected folders. It is a wizard page for the Rename operation.

Rename Folder Window

Rename folders using the following options:

  • Select a field from the dropdown menu and click Add to add it to the list below

    NOTE: The available fields vary based on the source table.

  • New name – Enter the name to replace an existing folder name

Change Permissions Window

Use the Change Permissions window to change the permissions. It is a wizard page for the Change permissions operation.

Change Permissions Window

Change permissions using the following options:

  • Username – Select a user or create a list of users to edit permissions for

    • To add a user, type in the field to search for a user, select it, and click Add
    • Click Select to open a list with usernames to select from
    • To delete a user, select an added user and click Delete
  • Dynamic users – Select a user using the dropdown menu

  • Mode – Select whether to change or remove permissions

  • Permissions – Determine Permission level and assign permissions to the user

    • Permission level – Use the drop-down menu to select a permission level from the following:

      • Reviewer
      • Contributor
      • Nonediting Author
      • Author
      • Editor
      • Publishing Author
      • Publishing Editor
      • Owner
      • Custom
    • Select the checkbox to assign a permission to any of the following:

      • Create items – User can create items
      • Read items – User can read items
      • Create Subfolders – User can create subfolders
      • Folder owner – User can view and move the public folder, create subfolders, and set permissions for the folder, but cannot read, edit, delete, or create items
      • Folder contact – Set user as the contact for the specified public folder
      • Folder visible – User can view the specified public folder but cannot read or edit the items within

      NOTE: Different permissions become automatically selected based on which permission level is selected. To override this default, select the checkbox of the unwanted permission to deselect it. If a desired checkbox is blocked by a black square, click the square to unblock the checkbox. The checkbox can then be selected or unselected.

    • Edit items – Use the drop-down menu to determine user editing permissions from the following:

      • No change
      • None
      • Allow own
      • Deny any
      • Own only
      • All
    • Delete items – Use the drop-down menu to determine user deletion permissions from the following:

      • No change
      • None
      • Allow own
      • Deny any
      • Own only
      • All
  • Overwrite folder permissions with these conditions

  • Remove unresolved SIDs

Custom Attributes Window

Use the Custom Attributes window to select custom attributes. It is a wizard page for the Custom Attributes operation.

Custom Attributes Window

Select attributes using the following options:

  • Select a checkbox to set any custom attribute list

  • Select a Field from the dropdown list and click Add to add the field to the custom attribute

    NOTE: Multiple fields may be added to a custom attribute. Fields added to a custom attribute can be modified or deleted manually.

Replicas Window

Use the Replicas window to replicate servers. It is a wizard page for the Replicas operation.

Replicas Window

Replicate servers using the following options:

  • Select a server from the dropdown menu and click Add. The servers listed will be replicated.
  • Select a server from the list and click Delete to remove it from the list of replicated servers
  • Select the Remove last replica option to delete the replica created when the action was last run

Limits Window

Use the Limits window to select limits to the action. It is a wizard page for the Limits operation.

Limits Window

Use the options to select any changes for the categories. If applicable, use the dropdown to select desired values related to the corresponding option.

  • Issue warning
  • Prohibit post
  • Maximum Item Size
  • Deletion settings
  • Age limits

Delete Folder Window

Use the Delete Folder window to select deletion settings for the action. It is a wizard page for the Delete operation.

Delete Folder Window

Select deletion settings using the following options:

  • Select the delete method

    • Soft – Delete the folder but retain a backup copy for a defined period of time
    • Hard – Delete the folder permanently, without retaining a backup
  • Optionally, select a checkbox to apply any exception

    • Do not delete folders with subfolders
    • Do not delete folders with content