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Mitratech Success Center

Organizing Content List Objects

In this article we show you how to organize your folders

In general, Content List objects are sorted into folders, much like files in your computer's file system. There is no hard and fast method of organizing the folders, except that folders and subfolders should be organized logically. For instance, one possible method of organizing folders is shown below.

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In this particular organization scheme, you can see that the folders on the left side of the screen are grouped into business functions such as Audit and Compliance and Document Review & Approval. In the Document Review & Approval folder, you can see the folders are further subdivided into Asset Management and Contract Management. The Asset Management folder is selected, so the Content List on the right side of the example shows all of the objects in the Asset Management folder.

The Asset management folder is organized with subfolders to store Business Rules, Forms, KViews (Knowledge Views), etc. The folder also contains the primary eForm, entitled Asset Management, for the process.

You do not, of course, have to copy this particular method of organization, but you should, as a best practice, define some standard method of organizing your Content List so that all implementers are familiar with how a process should be organized. Another general rule of organization—and implementation in general—is that you should use the fewest number of objects necessary to model and automate your processes.

The Content list of the right side of the screen is sortable by column. To sort the items displayed in the Content List, click on the column name. To change the sort from ascending to descending, click on the column name a second time. A small arrow icon will appear next to the column name to show whether you are sorting the column in ascending or descending order.

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Each time you click on the column header, the sorting function will occur automatically.

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