Organizing Scenarios with Folders

Accessing Folders

To view folders:

• Go to Scenario Management.
• Folders are displayed at the top of the page.
• Scenarios that are not assigned to any folder are listed below the folders in the same view.
  • Unassigned scenarios remain fully accessible and can be managed the same way as any other scenario.

---

Creating a Folder

To create a new folder:

1. Go to Scenario Management.
2. Click the New Folder button in the top-right corner.
3. A 2-step modal will open.

• Modal Step 1 – Folder details
:
  • Folder name (required, must be unique, up to 50 characters)
  • Description (optional, up to 500 characters)

• Step 2 – Assign scenarios to the new folder:
  • Adding scenarios while creating a folder is optional. You can click the "Skip for now" button and add scenarios later
  • Use the search bar to find scenarios by name
  • Click the checkboxes to select multiple scenarios at once

• After selecting at least one scenario, the "Skip for now" button will become Save button.
• Click on the Save button

The new folder will appear at the top on the Scenario Management page.

---

Adding Scenarios to a Folder

From the Scenario Management Page

To move a scenario into a folder:

1. Find the specific scenario in the Scenario Management list.
2. Click the three-dot menu (⋮) next to the scenario.
3. Select Move to folder.
4. Choose the destination folder.

⚠️ Important:
A scenario can belong to only one folder at a time.

4. Choose the destination folder.

5. The selected scenario will disappear from the scenario management page

⚠️ Important:
A scenario can belong to only one folder at a time.

---

Managing a Folder

Click in the folder name to open its contents.

Inside a folder, in the top-right corner, an Edit button is available.

When clicking Edit, a 2-step modal will open (same as the Create Scenario flow), allowing users to:

Step 1:

• Change the folder name
• Change the folder description

Step 2:

• Add new scenarios to the folder
• Remove scenarios currently assigned to the folder

When a folder is empty, an Add Scenario button appears in the center of the screen.

When the user clicks it, a modal opens where they can:

• Use the search bar to find scenarios by name
• Select multiple scenarios at once
• Use bulk actions to assign all available scenarios (scenarios not currently inside a folder)

---

Scenario Actions Inside a Folder

Each scenario within a folder includes a three-dot menu (⋮) with the following options:

Preview the Scenario

• Can preview how the scenario will work.

Delete scenario

• Permanently deletes the scenario.
• This action cannot be undone.

Duplicate scenario

• Creates a copy of the selected scenario.
• If the original scenario is inside a folder, the duplicated scenario is added to the same folder.

Remove from folder

• Removes the scenario from the folder. It will then appear on the Scenario Management page along with all other scenarios that are not assigned to any folder.

Assign scenario

• Assigns the scenario to specific agents.
• Click here to see more details about this functionally