Managing folder definitions

You can manage folders to define a line of business.

About this task

The purpose of the following scenario is to show how to create a folder for mortgage loan openings.

Sarah works in a bank that uses HCL Workload Automation to automate processes. Every time a mortgage loan request is approved, information regarding their opening must be stored in folders. The mortgages are organized in different folders that are named according to the year of the mortgage loan was opened, and also in sub-folders that are named after the account holder that has requested the mortgage loan. In January, a new mortgage loan has been opened; therefore, Sarah needs to create a folder for the current year, 2024, and a a sub-folder with the surname of the account holder, Anderson.

Procedure

  1. Create a folder named loans_2024, that will be used to store mortgage loan openings in 2024:
    1. In the Graphical Designer page, from the Assets tab, click the add icon +.
    2. From the drop-down menu, select Folder.
    3. In General information, in Parent, select a parent folder from the drop-down menu.
    4. In Name, type loans_2024.
    5. Click Add.
  2. Create a sub-folder of the loans_2024 folder named Anderson:
    1. In the Assets panel, click Add new and choose Folder.
    2. In General information, in Parent, select loans_2024 from the drop-down menu.
    3. In Name, type the name Anderson.
    4. Click Add.

Results

You defined two folders with different names according to the year in which the mortgage loan was opened and the surname of the account holder.