Snap XMP Help

Managing folders

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Folders are used to organise surveys and other subfolders in Your work. They are used to keep related surveys together in one place, which can help group surveys together for sharing with other users.

The folders are located in Your work.

Your work hierarchy

This section can be accessed by clicking the Summary link if you are in the Online Designer.

Summary link in the Online Designer

In the Your work section folders and surveys can be

  • Added
  • Renamed
  • Deleted
  • Moved

Adding a folder

A new folder is created in the Summary section of Your work.

  1. Navigate to the Summary section in Your work.
  2. Click the New folder button to create a new folder.
New folder
  1. This shows the New folder dialog box where you can type the folder name.
  2. Click the Create folder button.
Create the new folder
  1. This adds the new folder to the folder hierarchy in the Your work side menu and displays the new folder’s Summary section.
Your work Summary tab

Renaming a folder

You can rename a folder in the Your work summary section.

  1. Navigate to the Your work side menu.
  2. Select the folder that you would like to rename.
  3. Click the Action menu menu where you can select the Rename item.
Rename menu
  1. Enter the new name for the folder in the Edit Name dialog box.
  2. Click the Rename button to save the folder with the new name.
Rename the folder

Deleting a folder

There are two ways to delete a folder.

Action Menu

  1. Navigate to the Your work side menu.
  2. Select the folder that you would like to delete.
  3. Select the Action menu menu where you can select the Delete folder item.
Delete folder menu

Your work Summary

  1. Navigate to the folder in the Your work summary.
  2. Click the bin icon for the folder you would like to delete.
Delete folder using the Bin icon

Both Methods

  1. Following the steps for either deletion method, a Delete dialog is displayed. Click the Delete button to confirm that you want to continue deleting the folder.
Delete folder
  1. When the folder contains one or more surveys the confirmation request for the deletion shows warnings that these surveys and associated responses will also be deleted.
  2. NOTE: This action is permanent and cannot be undone.
Delete warning message

Moving a folder

You can move a folder so that it becomes a sub folder. You can also move a sub folder to a top level position.

  1. In the Your work side menu select the folder you would like to move.
  2. Use drag and drop to move the folder.
  3. There are three icons that show where the folder will be placed
    • No Entry icon means the folder cannot be moved here
    • Plus icon means the folder will be moved to a sub folder location
    • Top level iconmeans the folder will be moved to the top level
  4. Drag and drop the folder at the desired location.

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