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Organize and share items using folders. The folder list is displayed in the sidebar of the Coconut Grid tab, where you can view folders, access actions, and create new folders or items.

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New Folder

Create a new folder to organize items and control access.
1

Open New Folder dialog

In the folder list, click New Folder at the bottom.
2

Enter folder details

Enter the required information.
  • Folder Name – The display name of the folder
  • Shared To – Select groups from Available for Sharing
3

Save

Click Save to create the folder.

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Edit Folder

Update folder details and sharing settings.
1

Open folder menu

In the folder list, find the folder and click the dropdown menu.
2

Select Edit

Click Edit to open the Edit Folder dialog.
3

Update folder details

Modify the required information.
  • Folder Name – The display name of the folder
  • Owner – The user who owns the folder
  • Shared To – Select groups and assign roles from Available for Sharing
4

Save

Click Save to apply changes.
If the user does not have edit permission, the Edit action changes to View, and the dialog is read-only.

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Clone Folder

Create a new folder by copying an existing folder and its items.
1

Open folder menu

In the folder list, find the folder and click the dropdown menu.
2

Select Clone

Click Clone to open the Clone Folder dialog.
3

Update folder details

Modify the required information before saving.
  • Folder Name
  • Owner
  • Shared To – Select groups and assign roles from Available for Sharing
4

Save

Click Save to create the cloned folder.
Copies all items in the folder.

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Delete Folder

Remove a folder from the folder list.
1

Open folder menu

In the folder list, find the folder and click the dropdown menu.
2

Select Delete

Click Delete to open the Delete Folder dialog.
3

Configure option

Choose how to handle items.
  • Return items to the owner’s personal folder without deleting them
4

Confirm deletion

Click Delete to remove the folder.

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Groups

Select groups to grant access to the folder.
  • Displays all available groups in your organization
  • Groups are based on the Salesforce Group object
  • You can assign a role to each selected group
  • If no group is selected, the folder is private to the owner and admins

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Roles

Define access levels for shared groups.
Assign the Manage role only to trusted users.

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My Personal Folder

The My Personal Folder stores items that are private to the owner.
  • Only the owner can see items in this folder in the UI
Admins can access all items at the system level, but the My Personal Folder only displays the current user’s items in the UI.
Actions are disabled if the user does not have permission.