Manage Folders

Folders help organize requests by logical criteria and quickly find needed dialogs. This instruction will show how to manage folders for effective organization of work with requests.

When Needed

  • You need to organize requests by topics, priorities, or other criteria.
  • You want to create your own folders for quick access to requests.
  • You need to edit or delete existing folders.
  • You want to configure automatic distribution of requests into folders.

What's Important to Know

  • Folders — organizational elements for grouping requests by various criteria.
  • Folders can contain filters that automatically add requests to the folder.
  • Folders are displayed in navigation for quick access.
  • You can create nested folders for more detailed organization.

Prerequisites

  • You are logged in with supervisor or administrator rights.
  • You have navigated to the OperatorLine module via Apps -> OperatorLine.
  • You have determined the folder structure you need to create.

Step-by-Step Instructions

  1. In the OperatorLine module, find the folder management section (usually available through settings menu or in the filters section).
  2. To create a new folder:
    • Click the "Create Folder" or "Add Folder" button.
    • Enter folder name — choose a clear name that describes its purpose.
    • Configure filters for automatic addition of requests to the folder (optional).
    • If needed, set parent folder to create nested structure.
    • Click the "Save" button.
  3. To edit a folder:
    • Find the needed folder in the list.
    • Click the edit button near the folder name.
    • Change name or filter settings.
    • Click the "Save" button.
  4. To delete a folder:
    • Find the needed folder in the list.
    • Click the delete button near the folder name.
    • Confirm deletion in the dialog window.

What Happens After

Folders are created, edited, or deleted according to your actions. They appear in navigation, and requests are automatically distributed into folders by configured filters.

How to Verify It Worked

  • Check that folders display in navigation.
  • Make sure requests are automatically added to folders by filters.
  • Check that folder structure meets your requirements.

Other Ways

  • You can change folder order for convenient navigation.
  • Folders can be configured for individual use or for the entire team.
  • Some folders may be default in the system.