Creating an Event Folder

• Overview
• Creating a New Event Folder
• Editing Event Folder Details
• Adding Child Elements to an Event Folder
• Deleting an Event Folder
• Undeleting an Event Folder

Overview

Event Folders are a project element in Flex that contains high-level information about an event, like event dates, client information, load in time, etc. Additionally, an Event Folder can contain multiple child elements, like Quotes, POs, Crew Calls, Expense Sheets, etc.

Using Event Folders is a great way to organize your jobs, especially if the job requires multiple elements.

For information on searching for a previously created Event Folder, see Flex5: Searching for an Event Folder.

Creating a New Event Folder

1. Click the   New Element drop-down menu (top right-hand side of the screen).
2. On the New Element menu, click Event Folder.
3. Enter the new Event Folder information.
4. Click OK.

Editing Event Folder Details

1. Open the Event Folder that you want to edit.
2. In the right-hand Workbench Menu, select the  Modify icon.
3. Select Edit Header.
4. Edit the Event Folder information.
5. Click OK.

Adding Child Elements to an Event Folder

1. Open the Event Folder that you want to add a child element to.
2. In the right-hand Workbench Menu, find the  Add Child Elements icon.
3. Select the element name that you want to add.
4. Enter the new element details.
5. Click OK.

Deleting an Event Folder

1. Open the Event Folder that you want to edit.
2. In the right-hand Workbench Menu, select the  Modify icon.
3. Select Delete Event Folder.
4. Check the I Agree box to confirm.
5. Click Delete.

Undeleting an Event Folder

Option 1: Undelete a single Event Folder

1. Search for the Event Folder with "Include Deleted" selected in the Search menu, and open it.
2. On the right-hand Workbench Menu, click the  Modify  icon.
3. Click Undelete Event Folder.

Option 2: Undelete multiple Event Folders at once

1. On the Main Menu, select the Projects menu, and choose Event Folders.
2. In the footer, check the "Show Deleted Only" option.
3. Find the Event Folder(s) that you want to undelete. You might have to search or filter the results.
4. Click the box next to the Event Folder(s) that you want to undelete.
5. In the footer, click the Undelete Selected icon and confirm.