When you create a new Database Map folder, the level you are logged in to the Report Designer will determine the hierarchy level of the new folder. For example, if you opened Report Designer at the client level, the new folder will be a client level folder.
To create a new folder within Report Designer (on the Database Map tab)
In the Database Map tab, select the New Database Map Folder toolbar button, .
or
Select New Folder from the right–click menu.
or
Select File > New Folder on the menu.
The Database Map Editor window opens.
In the Folder Name field, enter the name for the new folder. A maximum of 255 characters can be entered.
Spaces and the following symbols are not allowed as part of the folder name: \ / @ [ ] ( ) ! % ^ * - + = { } < > , “ ‘
In the Parent Folder list box, select the path for the new folder.
For example, to add a folder under the Notes.IncomeTax folder, select Notes.IncomeTax in the list box.
To add a folder to the main branch of the Database Map tree, select <None> from the list.
Click Apply. The new folder will be added to the path you selected.
If you select a parent folder for the new folder and enter a folder name that is the same as an existing folder at that level in the same parent folder, an error tag, will be displayed next to the Folder Name field. You will need to enter another name for the folder or change the parent folder.
To edit a Database Map folder
You may find that you need to rename a Database Map folder or move it to sit under another folder or at another level of the tree.
If you edit a Database Map folder that has lower level child components, e.g., you rename a practice level folder which contains Client level items, the child items will become orphans and are lost. To avoid this, use the right-click menu in the Database Map Explorer pane to copy the item to be edited to the current level before the edits are applied at the higher level. In this way, the child components are retained in the lower level version. The copied item will be saved at the Practice or Client level depending on the level at which you opened Report Designer.
If you modify a Database Map item that is referenced by a Format, you will also need to modify the Format accordingly as there is no flow-through of the update to the Format when a Database Map item is changed. For example, if you change the Database Map folder CashFlow to Income, any references within Formats to the Database Map folder CashFlow will not automatically be changed to Income, and will therefore fail.
To edit a Database Map folder within Report Designer (on the Database Map tab)
In the Database Map tab, select the folder that you want to edit and click the Edit Database Map Item toolbar button, .
or
Select Edit from the right–click menu.
or
Select File > Edit on the menu.
The Database Map Editor window opens showing the details for the selected folder.
Make any required changes to the folder name by overtyping the existing Folder Name. A maximum of 255 characters can be entered.
Spaces and the following symbols are not allowed as part of the folder name: \ / @ [ ] ( ) ! % ^ * - + = { } < > , “ ‘
If you want to change the location of the selected folder, select the required path for the folder in the Parent Folder list box.
For example, to add a folder under the ‘Notes.IncomeTax folder’, select ‘Notes.IncomeTax’ in the list box.
To move a folder to the main branch of the Database Map tree, select <None> from the list.
Click Apply to implement and save your changes.
If you select a parent folder for the new folder and enter a folder name that is the same as an existing folder at that level in the same parent folder, an error tag, will be displayed next to the Folder Name field. You will need to enter another name for the folder or change the parent folder.
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