Adding folder types

Add a folder type when you want to differentiate the appearance and data displayed for a group of folders. Users can select a folder type when creating folders or change the type for existing folders. See Adding folders.

Note: New projects contain default folder types, which you can edit, delete, or inactivate. See Default folder types. A project must include at least one folder type.

1. Choose Tools > Administration > Folder Types.

The Configure Folder Types dialog box opens.

2. Click Add.

The Add Folder Type dialog box opens.

3. Enter a Name and Description.

4. Select any Banner Options to change the appearance of folders in the Folders list window and other areas.

Select a Banner color for the folder type. The folder type and name are displayed in the banner in the Folders list window in the Helix ALM Client. The folder name and Contents, Details, Release Planning, and History tabs are displayed in the banner in the Folders list in Helix ALM Web.
Click Choose Closed Icon to change the icon used when this folder type is not selected.
Click Choose Open Icon to change the icon used when this folder type is selected.

Note: Icons are available in the workflowicons directory in the Helix ALM application directory. You can also use custom icons. Custom icons must be 16x16, 24x24, or 32x32 pixels in BMP, GIF, or PNG format. The pixel at 0,0 in the image is used for the transparency color.

5. Select any Folder Options to specify the fields available when adding folders and information to display when this folder type is open in the Folders list. See Using the Folders list window.

Enable Release Planning enables release planning fields, which provide release schedule information. This information is displayed on the Release Planning pane in the Folder list window in the Helix ALM Client and on the Release Planning tab in the Folders list in Helix ALM Web. See Entering release planning information for folders.
Enable folder Details enables detail fields to provide additional information about folders. This information is displayed on the Details pane in the Folders list window in the Helix ALM Client and on the Details tab in the Folders list in Helix ALM Web. See Entering folder details.
Enable Web View enables a field to enter the URL for a web page related to the folder. The web page is displayed on the Web View pane in the Folders list window in the Helix ALM Client. A link to the page is displayed on the Details tab in the Folders list in Helix ALM Web. See Setting the default web page for folders.
Enable task boards enables displaying task boards for the folder type. See Using task boards. Select a Default task board to display for the folder type. The list includes all task boards available in the project. Select <not set> if you do not want to set a default task board. You may also be able to add a new task board or change settings for existing task boards. See Adding task boards and Configuring task boards.

6. Click OK to add the folder type.