Modifying the properties of a folder template

Folder templates provide a pattern used to create folders. Use this procedure to change the properties of a folder template.

Procedure

  1. Right-click over the folder template whose properties you want to modify, and select Properties.

    The Properties dialog box appears.

  2. Modify the fields in the Properties tab, as required. The following describes the modifiable fields:
    • Name

      Describes the query to be used to gather tasks for the folder created by this folder template.

    • Modifiable In

      This field is active if your database is enabled to use DCM.

      The field shows which database controls the folder template. The folder template must be in the controlling database for you to modify it. The following buttons are shown, depending on the value of this list:

      If the folder template is controlled in the current database, the Give Control To, Accept Control From, and Cancel buttons are shown.

      If the folder template is controlled in a different database, the Take Control, Accept Control From, and Cancel buttons are shown.

      If the folder template is waiting for a different database to take control, the Take Control, Take Control From, Accept Control From, and Cancel buttons are shown.

      Click Give Control To to display a list of databases that have been set to allow control in other databases. Click Accept Control From to display a list of all databases. Click Take Control to set control to the current database.

  3. Modify the fields in the Folder Properties tab, as required. The following describes the modifiable fields:
    • Description

      A description gives a short explanation about the folder created by the folder template.

    • Modifiable By

      This list shows who has permission to change the folder. The choices include Owner, Build Managers, and Everyone.

  4. Change the task selection for folders created by this folder template, if necessary.
    • To use a query, click Using Query.
    • To make changes manually, click Manually.
  5. If the folder task selection mode is by query, you can copy a query, add query definitions, or remove them.
    • To copy a query, click Copy Query. In the Select Query dialog box, choose a query or click Create to define a query.
    • To add one or more query criteria, click the plus sign icon and set the new row to the appropriate criteria. You can add as many rows as you need.
    • To remove query criteria, click the minus sign icon next to the criteria you no longer want.
  6. View and modify transfer set membership.
  7. Save your work by clicking Apply.
  8. When you have made all changes, click OK.

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