Customizing the Documents View

Documents provides two different kinds of view controls. Understanding the difference prevents confusion.

Flat and Folders

This control is available when the explorer is embedded in Applications.

The selected Flat/Folders mode is remembered in the browser for your next visit.

Grid and List

Grid and List change only the layout:

• Grid uses cards and displays full action buttons on each item.
• List uses compact rows and icon actions, which is useful for long result sets.

Sort results

Open the sort menu and choose:

• Name;
• Date;
• Size.

Select the active option again to reverse between ascending and descending order. Favorites remain above other items.

Set a folder color while creating it

1. Switch to Folders.
2. Navigate to a location where Entity, Instance, or Field creation is allowed.
3. Select New → Create Folder.
4. Enter the folder name.
5. Choose one of the available colors.
6. Select Create Folder.

Change an existing folder color

1. Hover over an Entity, Instance, or Field folder, or find its palette action in List view.
2. Select the palette button.
3. Choose a color and save it.
4. To remove the custom color, use Restore default color.

Colors are saved on the platform and everyone who can see the folder sees the chosen color. They are not stored as a private per-device preference.

Workflow-run Instance folders whose names begin with run_ do not expose rename, recolor, or delete actions.