Cart Folders(v9.1)

1 Prerequisite
2 Creating a new folder
3 Editing a folder
4 Managing carts within a folder
5 Search a folder
6 Deleting a folder
7 What happens when a cart is added to a folder?
8 What happens when a cart is removed from a folder?

Prerequisite

Users having access to specimen carts can create and share folders.

Creating a new folder

Navigate to the cart list view page.
Select the carts to be added to a folder.
Click on 'Assign' → 'Create New'

On the Create folder page.
Fill in the mandatory details.
Mention the multiple user groups with whom the folders need to be shared.

Editing a folder

Only Super admins and the users who have created the folders (Folder owner) can edit the folder attributes like its name, description, and user groups with whom it is shared.

To modify the attributes, navigate to the cart list view page.
Click on Assign→ Manage folders.

Click on the edit icon.

Users who have access to the folders but have not created them won't be able to see the edit/delete icon.

On the update folder page, make the changes and click on update.

Managing carts within a folder

Users having access to folders can add and remove the carts within the folders

Add a cart to an existing folder

Select the carts to be added.
Click on 'Assign'
Click on the existing cart folder.

Remove a cart from an existing folder.

Navigate to carts → View Folders.
Select the carts to be removed.
Click on the Remove tab.

Search a folder

Users can filter carts based on the folders.

Deleting a folder

Only Super admins and Cart folder owners can delete the folder.

Navigate to carts.
Click on the 'View Folder' tab.
Click on the Delete icon.

On the Delete folder pop-up window, click on yes.