Entity folders allow you to organize your entities based on different criteria. Folders operate in structures, which determine how each entity type can be organized into folders.
You can choose between two options for how to structure the entity folders in your account:
- Universal Folder Structure: One folder structure for all your entity types. This option is best if you want to use the same criteria to organize all your entities, regardless of type (for example, placing Locations, Events, and FAQs in one folder to be managed by a certain user).
- Entity Type Specific Folder Structure: Separate folder structures for each entity type. This option is best if you have different criteria to organize your entity types (for example, Locations by region, Healthcare Professionals by their office location, etc).
Note: Updating your folder structure may impact user access (if you have user permissions based on folders) or API integrations. Check these settings before making changes to an existing folder structure.
To create a folder structure:
- Click Knowledge Graph in the navigation bar and click Configuration.
- Click Folders.
- If this is your first time creating a folder structure, click Create Initial Structure.
- If you’d like to create an Entity Type Specific Structure, click on the Structure Type field and select Entity Type Specific Folder Structure. Otherwise, it will default to Universal Folder Structure.
- Build your folder structure.
- Click on the Structure field.
- Click on the Add subfolder level button. You may add up to five subfolders per entity type.
- (Optional) Click Preview to see what your folder structure will look like before making any changes.
- The preview will display a set of up to 100 randomized entities so you can see what your structure may look like.
- Click Reorganize Folders and confirm the update to your folder structure.
- Navigate back to Knowledge Graph > Entities to see all of your entities organized according to your new folder structure.
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