Connects an eligible record to a Folder used to organize its information.
When to use it
For change records, use the Change Cockpit as the main UI to manage the record and its relationships. Use Folder when you need to record this connection between the source and target records. Folder reads from record to Folder.
Records and direction
- Relationship type: Non-structure. Associates records without creating a parent-child hierarchy.
- From: Eligible managed records, including Project.
- To: Folder.
How to use it
- Create the relation with drag and drop in a Structure widget: drag the intended Folder onto the Project it relates to. Choose Folder, review the direction and any offered values, then confirm. When either selected record belongs to a workflow process, use the workflow tools for that connection.
- Alternatively, use Connect from the source record and select the target with the Folder relationship.
- Review the resulting connection and the selected record versions where applicable. Check the displayed relationship filters if the connection is not visible.
Example
Pump Redesign (Project) is connected to Pump Documentation (Folder) through Folder. The association lets readers follow the related information without creating a hierarchy. Folder Content has the opposite reading: a Folder contains another record.
Choosing the relationship
Folder reads from record to Folder. Folder Content reads from Folder to the records it contains.
