Manage Libraries

Each user app comes with a set of libraries. There is one library for each solution type, as follows: 

Library Name	Library Type	Related Solution
Excel Workbooks	Excel Solution	for Custom Excel Workflow Solutions
Forms	Form Solution	for Form Workflow Solutions
Queries	Query	for Query Solutions
Reference Data Lists	Reference Data	for Reference Data Solutions
Transactions	Transaction	for Transaction Solutions

As a Global Admin or App Admin, you can create any number of libraries. On the Manage Libraries page, you can do the following:

• View Libraries
• Add Libraries
• Edit Libraries
• Delete Libraries
• Manage Library Permissions

View Libraries

1. Open the Evolve site.
2. Go to the Appspage and select the app for which you want to view libraries.
3. From the Actions menu, select Configuration and go to the Manage Libraries page.
4. For each library available to you, the following details are noted:
   • Name
   • Type
   • Description
   • Created by
   • Creation Date
   • Modified by
   • Modified Date

Note: Use the option at the top right of the libraries table to filter and sort libraries.

Add a new Library

1. Open the Evolve site.
2. Go to Apps page and select the app in which you want to create a library.
3. From the Actions menu, select Configuration and go to the Manage Libraries page.
4. Click the Add button. A side panel will open.
5. Select Type.
6. Enter the library name and description and click Save.

Edit a Library

1. Open the Evolve site.
2. Go to the Apps page and select the app in which the library exists.
3. From the Actions menu, select Configuration and go to the Manage Libraries page.
4. Click the Edit button. A side panel will open.
5. Update the library name and description and click Save.

Note: The library type cannot be changed.

Delete a Library

1. Open the Evolve site.
2. Go to the Apps page and select the app in which the library exists.
3. From the Actions menu, select Configuration and go to the Manage Libraries page.
4. Select the library you need to delete and click the Delete button.
5. When the confirmation pop-up opens, confirm the library deletion.

Note: Deleting a library moves it to the Recycle Bin. Global admins can restore libraries at any time, and restoring libraries restores all library contents.

Manage Library Permissions

You can add or remove groups to manage library permissions. Solutions inherit all permissions associated with the library they belong to.

Library Permission	Group Descriptions
Solution Permissions	Solution Developer Group - can create new solutions ​ Solution Reviewer Group - can review solutions
Process Permissions	Originator Group - can launch new processes Data Reviewer Group - can review processes

Add Library Permissions

To manage library permissions, you must have one of the following global roles or be a part of the following permission groups:

• Global Administrator
• App Administrator

To add library permissions:

1. Click the Apps menu. Go to the app for which you would like to add library permissions and click the icon in the Actions column.
2. Click Configurations and then click the Manage Libraries tab.
3. Select the library and click Manage Library Permissions .
4. Click Solution Permissions and then select groups for Solution Developer and Solution Reviewer permissions.
5. Click Save. You will be notified that the permissions have been added successfully.
6. Click Process Permissions and then select groups for Originator and Data Reviewer permissions.
7. Click Save. You will be notified that the permissions have been added successfully.

Remove Library Permissions

To remove library permissions, you must have one of the following global roles or be a part of the following permission groups:

• Global Administrator
• App Administrator

To remove library permissions:

1. Click the Apps menu. Go to the app for which you would like to remove library permissions and click the icon in the Actions column.
2. Click Configurations and then click the Manage Libraries tab.
3. Select the library and click Manage Library Permissions .
4. Click the library permissions category ( Library Solutions or Processes) you need to edit.
5. Hover over the group name and click the ‘X’ to delete that group.
6. Click Save.