Folders · Dokumentacja · SAPUGO Community

A folder is a place in the sidebar. It holds views, pages, dashboards and other folders. A folder is also an access boundary: everything inside it can share the same access rules, so you can hand a whole area to a team in one step.

The built-in sections#

The sidebar has three built-in sections:

Workspace is where the screens people work in live: views, pages, dashboards and folders.
Database lists your tables. It does not hold views or pages. See Tables.
Private is yours alone. Items here are hidden from everyone else.

Workflows are not kept in folders. You find them under Workflows in the sidebar tabs.

Create a folder#

In the sidebar, hover over the section or folder where the new folder should go and choose +.
Choose New folder.
Enter a Folder name.
Choose Create folder.

The same + menu lets you create a New page, New view or New dashboard directly inside the folder.

Rename a folder and change its icon#

Open the folder's menu in the sidebar and choose Rename. You can change the name and pick an icon at the same time. Icons can be an Emoji, one of the built-in Icons, or an image you Upload. You can also choose a color.

Move items between folders#

Drag items in the sidebar to reorder them or move them into another folder. You can also open an item's menu in its header, choose Move to, and pick the destination folder.

Sections and apps#

When one part of your business should have its own place in the sidebar, turn its folder into a section. This works well for apps such as Sales, Warehouse or Finance, where each team lives in different screens.

Create a folder directly inside Workspace, for example Sales.
Put the views, pages and dashboards for that team inside it.
Open the folder's menu and choose Turn into section.

The folder now appears as its own section in the sidebar, next to Workspace. To undo this, open the section's menu and choose Turn back into folder.

If only one team uses SAPUGO, nested folders inside Workspace are usually enough. Create a separate section when a team should land in its own place and not see another team's screens.

Control who can see a folder#

Each folder has access rules that say which people, groups or the whole organization may open it. Items inside the folder inherit those rules unless they set their own.

Open the folder's menu in the sidebar and choose Settings.
Under Permission mode, choose Inherit from parent to use the rules of the folder above and add to them, or Custom permissions to use only the rules you set on this folder.
Choose Add ACL to add a person, group or the whole organization, and pick what they can do.
Save your changes.

Putting views in a folder is the easiest way to give a whole area to a group, without repeating the same rules on every view. If one view inside must be tighter or wider than its folder, give that view Custom permissions. See Access.

Move items to Private#

Moving an item into your Private section hides it from everyone else. For shared items, this is the same as removing them from the organization, so it requires the Move to Private permission. See Groups.

Delete a folder#

Open the folder's menu and choose Delete Folder. The folder and its contents move to Trash and stay there for 30 days, so you can restore them. If the folder contains items you are not allowed to delete, ask an admin or move those items out first.

Sketch the sidebar the way your team describes its departments. For each folder or section, write down:

its name,
what it contains,
who can open it,
whether those people can edit records there.

AccessAccess rules, inheritance and permissions.ViewsThe working screens you put in folders.PagesWritten documents in the sidebar.DashboardsCharts and numbers for each team.