Folders allow you to organize runbooks in your workspace into collections that make sense for your workflow and team needs. In this article, we'll cover how to create and manage folders and subfolders in your workspace.
Create a folder or a subfolder
Note: Currently, only users with the Workspace Manager role type are able to create and manage folders and subfolders. Please reach out to your System Administrator for access to this role type.
To create a folder or a subfolder in your workspace, follow the steps below:
In your workspace, click the Runbooks tab at the top.
Next, click the filter icon > and within the Folder section click +Add new folder under the Folder section.
Enter a title for your folder.
To create a subfolder, click the [+] plus icon next to the parent folder name. Enter a title for your subfolder and press Enter to save your changes. Click the edit icon to make changes as needed.
Manage your folder
To edit your folder after it's created, click the edit icon to open the Edit Folder panel. Here, you can edit the folder title and description and add folder runbook creators and folder stakeholders. You can also add further additional settings.
To stop runbooks within the folder from being moved to another folder use the Prevent moving items out of folder option.
If you want to default all runbooks in a folder to Live run, meaning Rehearsal mode will be unavailable choose the Execute runbooks only in live run option.
When performing a bulk folder update, runbooks marked with the 'Prevent moving items out of the folder' setting will be excluded from the update. A message will display to let you know the relevant ID and these will need to be removed from the selection.
