Moving changes the location of an existing folder in the folder tree. Its subfolders and the Spots they contain move with it. Copying creates a new folder structure, for example for a similar site. The source structure remains, and its Spots are not copied.
Carry out the actions described here in the browser. In the navigation, open Assets and content → Folder tree. The folders are on the page's Folder tree tab.
Before moving or copying
Moving requires permission to edit the folder being moved and permission to create folders under the new parent. Copying requires permission to create folders and a visible destination folder under which you are allowed to create folders. Permission to view the folder alone is not enough.
Choose a new location outside the source folder and its own subfolder structure. The parent or the destination folder for copying must not contain Spots. The destination selector for copying prevents you from selecting subfolders of the source. If a suitable destination folder contains Spots, move them elsewhere first by following the instructions for moving a Spot.
Also check users' permissions in advance. Permissions determined by the folder tree extend to subfolders and their contents, so changing the location can change what users can see and edit. A Manager user cannot edit the folder that is the starting level of their folder permissions, even if they are allowed to manage its subfolders.
Move an existing folder
- Click the name of the folder you want to move in the folder tree.
- Open Basic info in the folder form and change Parent to the folder under which you want to move the folder.
- Select Save at the bottom of the form.
- Check the new location in the folder tree, along with the subfolders and Spots that moved with it.
Moving preserves the same folders and Spots, along with their data and associations. It does not create copies or assign the Spots to different folders: the location of their folders in the tree changes. Changing only the parent also does not change the folder's customer to the new parent's customer or replace its device card selections.
The saved folder paths for Spots are updated in the background, so the new path may not appear immediately. Wait for processing and refresh the page. Finally, also check users' access to the moved structure. Moving can remove access inherited through the old parent and grant access inherited through the new parent.
If you want to move an individual device, or Spot, use the instructions for moving a Spot.
Copy a folder structure
- Select Copy folder from the toolbar at the top of the folder tree page.
- Select the source folder under Choose the folder you want to copy.
- Select the location for the new structure under Copy to folder. A destination folder is required: this action cannot create copies directly at the top level of the folder tree. If you change the source folder, select the destination again.
- Check Number of folder to be copied. The number includes the source folder and all its subfolders, but no Spots. For example, a source folder and its three subfolders make a copy consisting of four folders.
- Select Copy folder in the form and confirm in the confirmation window using its Copy folder button.
- Wait for processing and refresh the page to see the new structure under the destination folder.
Copying takes place in the background, one folder at a time. The form closing indicates that copying has started, not that the entire structure is complete. Copy is added to the name of the topmost copied folder; subfolder names remain unchanged.
What does the copy contain?
The copy contains the folders' basic information, the settings saved for each folder, and references to the same device cards. It does not create new device cards. The definitions and order of the folder's own additional information fields are copied, but the values saved in those fields are not copied. If the fields are determined by a device card, they are also processed in the background to match that device card.
Copying does not duplicate Spots, folder images or other attachments, tag associations, or roles' folder permissions. The visibility of the new structure is determined by its location and users' permissions; permissions granted specifically for the source folder are not transferred to the copy.
The customer reference is copied from the source folder, but if the destination folder has a customer, the new folder receives that customer. The customer is also passed on to the subfolders in the new structure. If the destination folder has no customer, the topmost copy retains the customer from its source, which may in turn determine the customer for the subfolders being copied. Check the customer throughout the new structure.
Check the result before using it
Open the destination folder and make sure that all the expected subfolders have also been created. Open the form for the topmost copy and change Name under Basic info if necessary; save the change. Check Customer of the folder under Customer, and Device card and Device card for the extra information fields under Settings. Fill in the new site's own additional information field values.
Verify what users can see before adding new devices. Also check the required attachments and tags separately. If needed, see setting up a device card and linking a customer or tag to a folder.
If the copy does not appear immediately, wait and refresh the page before starting another copy. Check that you are looking in the correct destination folder and check your own permissions. A structure that is only partially visible may still be in progress.
Copying can fail, for example, if the source name is so long that adding Copy exceeds the name's 512-character limit, or if the source has a unique delivery customer number that the new folder cannot reuse. A folder can have a maximum of 15,000 direct subfolders. Because folders are saved separately, a failure can leave a partial copy. If the structure is not completed after waiting and refreshing the page, ask an administrator to investigate before copying again.