Manage Folders
The folder management feature allows users to organize their surveys efficiently by creating and managing folders. This feature provides a structured way to categorize and access surveys, making it easier to manage large numbers of surveys.
Accessing Folder Management
1. Navigate to the "My Surveys" page
2. Locate the folder management entry in the left TAB bar
3. By default, no folders are created - users can create their own folders
4. If a sub-account creates a folder, the sub-account's folder will be displayed.
Creating Folders
1. Click the "Add Folder" button to open the folder creation dialog
2. Enter folder names (one per line) in the dialog
3. Click "Save" to create the folders
4. After creation, you can:
- Add main folders
- Add subfolders
- Move folders
- Rename folders
- Delete folders
- Bind surveys to folders
Managing Surveys in Folders
1. Click "Manage Surveys" to open the survey management dialog
2. The first folder is selected by default
3. You can:
- Switch between folders using the dropdown menu
- Bind surveys to the selected folder
- Transfer surveys to other folders
Additional Features
1. Adding Subfolders:
- Click "Add Subfolder" to open the subfolder creation dialog
- Enter subfolder names (one per line)
2. Renaming Folders:
- Click "Rename" icon to open the rename dialog
- Enter new name (maximum 100 characters)
3. Folder Organization:
- Use the drag handle to reorder folders
- Delete folders (requires confirmation)
Sub-account Management
1. System administrators can:
- View sub-account surveys and folders
- Access folders created by sub-accounts
2. When viewing "All Users":
- Only one folder is displayed
- Main folders are automatically named after sub-accounts
- Only folders created by sub-accounts are shown
Important Notes
- Folder deletion requires confirmation
- Maximum folder name length is 100 characters
- Only one folder is displayed when viewing all users
- System administrators have full access to sub-account folders
- Folders can be reordered using drag and drop
FAQs
Q: How do I access the folder management feature?
A: Navigate to the "My Surveys" page and locate the folder management entry in the left TAB bar. By default, no folders are created, so you can create your own organizational structure.
Q: Can I create multiple folders at once?
A: Yes, you can create multiple folders simultaneously by entering folder names one per line in the folder creation dialog and clicking "Save" to create them all at once.
Q: What operations can I perform on existing folders?
A: You can add main folders, add subfolders, move folders, rename folders, delete folders, and bind surveys to folders. All these operations are available through the folder management interface.
Q: How do I organize surveys within folders?
A: Click "Manage Surveys" to open the survey management dialog. You can switch between folders using the dropdown menu, bind surveys to selected folders, and transfer surveys between different folders.
Q: What is the maximum length for folder names?
A: Folder names can be up to 100 characters long. This provides flexibility for descriptive naming while maintaining system performance.
Q: Can I reorder my folders?
A: Yes, you can use the drag handle to reorder folders according to your preferences. This allows you to organize folders in the most logical sequence for your workflow.
Q: How do sub-account folders work?
A: If a sub-account creates folders, they will be displayed in the folder management interface. System administrators can view sub-account surveys and folders, and access folders created by sub-accounts.
Q: What happens when I delete a folder?
A: Folder deletion requires confirmation to prevent accidental data loss. Make sure to transfer any important surveys to other folders before deleting a folder.
Q: Can I create nested folder structures?
A: Yes, you can create subfolders within main folders by clicking "Add Subfolder" and entering subfolder names. This allows for hierarchical organization of your surveys.
Q: How do I rename an existing folder?
A: Click the "Rename" icon next to the folder to open the rename dialog. Enter the new name (maximum 100 characters) and save the changes.
Q: What is the difference between viewing individual accounts and "All Users"?
A: When viewing "All Users," only one folder is displayed per sub-account, with main folders automatically named after sub-accounts. Only folders created by sub-accounts are shown in this view.
