Adding folders
Add folders to organize related items. Helix ALM includes public and private folders.
- Public folders can be accessed by other users and are helpful for organizing items for your team. Access to see specific public folders can be limited to specific security groups. Access to work with specific public folders can be limited using permissions and folder locking. See Managing access to folders.
- Private folders cannot be accessed by other users and are helpful for organizing items related to your work.
Different folder types may be used in the project to control the type of information displayed for a group of folders. Ask your administrator if you need help selecting the correct folder type to use. See Adding manual test suites for information about adding test case and test suite folders.
1. In the tree in the Folders list
You cannot add subfolders to public folders you do not have permission to modify or locked folders, which are indicated by a lock icon. See Managing access to folders.
Test case suites folders can only contain test cases or other test case suite folders. Manual test run suites can only contain manual test runs or other manual test run suite folders. You can add test case and manual test run suite subfolders to other folder types.
2. Click 
and select a folder type from the list. You can also choose Create > Folder and select a folder type.
The Add Folder dialog box opens.
3. Enter or select the following information in the top portion of the dialog box.
| Field | Description |
|---|---|
| Name | Folder name. You can enter up to 127 characters. |
| Access | Sharing access for parent folders created in the root Public folder. Public folders can be accessed by other users. Shared with security groups folders are only shared with users in the selected groups. This value cannot be changed for private folders or child folders. |
| Description | Folder description. You can enter up to 255 characters. |
| Path | Path to the folder that the new folder will be created in. Click Browse to select a different folder. See Moving folders. |
| Type | Folder type. The tabs displayed in the bottom portion of the dialog box depend on the selected folder type. Click  to create or change a folder type. See Configuring folder types. |
| Task board | Task board to display for the folder. See Using task boards. The default task board for the folder type is selected by default. Select <not set> if you do not want to make a task board available for the folder. You may also be able to add a new task board or work with all task boards. See Adding task boards and Configuring task boards. This field is not displayed if task boards are not enabled for the folder type. |
4. Click the Details tab to enter details about the folder. This information is displayed in the Details pane when the folder is open in the Folders list window. See Entering folder details.
5. Click the Web View tab to set the default web page for the folder. The page is displayed in the Web View pane when the folder is open in the Folders list window. See Setting the default web page for folders.
6. Click the Release Planning tab to calculate the required release effort.
Note: The information on the History tab is read-only. See Viewing folder history.
7. Click Add.
The folder is added. To organize related items, add them to the folder. See Adding items to folders.
