Folders

Overview

The Folders feature allows you to create subsets of devices inside your workspace. This makes it easier to organize, filter, and view devices based on tags. Instead of handling one long list of devices, you can now manage them in dedicated folders with customized viewing and filtering options.

Check out Simon's video here:

Creating a Folder

1. Navigate to your Workspace.

2. Select Manage Folders, underneath "Devices".

3. Click the ➕ appearing to the right when you hover over All Devices. That is the Add Folder button.

4. Configure the folder:

   • Name: e.g., Group A Devices, Building A, Temperature Sensors, or whatever you like.

   • Folder Icon: Choose from preset options (folder, building, energy, home, etc.).

   • Description: Add context such as Devices in Building A, floor 1.

5. Define device filters:

   • Filter by tags (single or multiple). If you select Match all tags, devices must include all selected tags. If you select Match at least one tag, devices can include any of the tags added.

   • Optionally, display online devices only.

6. Choose Display & Viewing Options:

   • Select which views to enable: Overview, List, Grid, and/or Map.

   • Define the default view that opens when entering the folder.

7. Save your changes.

Your folder is now ready and will appear in the sidebar under your device list.

Edit, Remove or Sort your Folders

You can always go back and edit, remove or sort your existing folders.

• Click on Manage Folders.

• Hover over your folder and you will see the icons ↓➕🗑️ to the right of your folder's name.

• ↑↓ allow you to move your folder up or down the list.

• ➕ you can create a new folder, either down the "All Devices" category, or as a sub-category of an existing folder.

• 🗑️ to remove your folder.

Select any of your folders and edit their details, the filtering method, or the display & viewing options any time you want. Don't forget to save the changes.

Folder Display & Viewing Options

Each folder can start with a different visualization style:

• Overview → Displays aggregated metrics (e.g., average temperature, battery level). Those are based on the Field Semantics.

• List → Tabular list of devices with key data.

• Grid → Card-style layout for quick scanning.

• Map → Geographic visualization (only available if devices have locations).

You can also hide irrelevant views (e.g., remove Map for devices without location data).

Benefits

• Simplified Device Management: Keep workspaces organized by logical groups.

• Custom Visualization: Choose the best view for each folder.

• Quick Access to Metrics: See aggregated min/max/average data for any subset of devices.

• Flexible Filters: Use tags to dynamically group devices without manual reorganization.

✅ That’s it! With Folders, organizing devices in Datacake becomes fast, intuitive, and scalable.