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Create folder structure templates with custom variables and permissions that can be applied by your team by filling out a form.
Variables
When you create a new project folder structure, there are inevitably some folders and files that need unique names and other that will always be consistent across projects.
Variables allow you to define the information that needs to be customized each time the template is applied.
How does this work? Anything you put in square brackets, i.e. [], becomes a variable.
There are three types of Variables:
- Text and/or Number: A user-defied text field that can be filled out with whatever alphanumeric characters you want.
- Auto-Increment: Provide a starting number, which can include trailing 0s, such as 001 or 010, and each time the template is applied it will increment.
- Date: A calendar will appear in the form to select Year, Month, and Day, which will be populated as YYYYMMDD so that it sorts alphabetically in chronological order.
Access Control
Folder structure templates make managing access easy by allowing permissions to be configured once and then applied automatically when a new project is created. Think of them as your organizational blueprint. How you apply permissions to control access is the key to keeping your projects orderly and manageable.
Do you have at least one team member who just doesn’t get with the program? No longer.
Eliminate clutter by carefully controlling write permissions for each directory in your Template to stop files and folders from being created where they shouldn’t be.
For example, making the Space and root level folders read-only, but granting write access to where assets, projects, and documents should be stored.
Here are a few important things to understand:
- Recursive Permissions: Whenever you apply permissions, they will only effect the currently selected level, unless you turn on the ‘Recursive’ toggle. This will overwrite the permissions of all children with the current user and group rights.
- Groups vs. Users: Granting read and write access at the group level allows you to quickly grant or revoke a user’s access with a single action, instead of having to update each item individually.
- Who Owns Created Folders/Files: The person who creates the template will always be the owner of the folders and files that are a part of it regardless of who applies it.
Available Actions
- Create a Template - Mount a temporary space to your desktop, create a folder structure using custom [Variables], specify their types, and then configure custom permissions.
- Update a Template - Change the permissions that will be applied when the template is used in the future.
Related Actions
- Apply a Template (Desktop App)
- Apply a Template (Web App)