Static/Dynamic Folders

Hello,

Yes, you can enable a static folder for your sections. Please follow these steps:

1. Add and enable the IsAllowUseStaticFolders feature.
   Also, make sure to add user roles on the right side — these are the roles allowed to create static folders.
   We recommend keeping All employees there.
    

2. In the Configuration, check if an object with the code SectionCodeFolder exists (the name should include the code of the section where you’re configuring folders — for example, if the section code is UsrTracker, the required object should be UsrTrackerFolder).

   • If it exists — proceed directly to step 3.
   • If not — create it as a regular object with the following settings:
     • Parent object: BaseFolder
     • Object code: must end with Folder (e.g., SectionCodeFolder).

   To create the object, go to Configuration → your development package → Add → Object, and fill in the fields mentioned above.
    

3. Create a new lookup based on the Schemas for enable static folder in folder tree object.
   Add three records to this lookup:
   • The section code where you’re configuring static folders (you can find it via Application Hub or in Configuration — see Set up a Folder component | Creatio Academy article on Creatio Academy).
   • The list page code (visible in the URL when the list page is open, e.g., Accounts_ListPage).
   • The object code of the folder object created (or the existing one) — SectionCodeFolder.
      

4. In the Page Designer, check the value of Folder storage location in the folder tree settings.
   It should be something like SectionName folder.
   (We’re attaching a screenshot below for your convenience.)
   
   
    

   Additionally, you can read more about the purpose of the static folders in this article Folders | Creatio Academy.
   
   
   Best regards,
   Malika

Hi Matt, generally static folders are used to group something manually in case it can't be grouped by parameters ("Strange" customers for example). So, you can create a company tag "Strange customers" and then add this tag to some record. IMHO this is a better way, in the first place because of visibility of the tag on the record card. Otherwise the logic of the static folders and tags is very similar.