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How to Add a Visual Marker to Identify Sage X3 Folders

visual marker to identify X3 folders

How to Add a Visual Marker to Identify Sage X3 Folders

In this tutorial, we will demonstrate how you can use color coding to differentiate your X3 folders and quickly identify the one you are currently working on. This is particularly useful when you have multiple folders, such as test and production folders, and need to avoid confusion between them. The process for making these changes is simple and straightforward.
  1. Go to Administration > Administration > Endpoints > Endpoints. In our example, we will affect changes to the SEED and Reference folders.
How to add a visual marker to identify X3 folders image-1
  1. Click on Edit (pencil icon) next to the SEED folder.
How to add a visual marker to identify X3 folders image-2
  1. In the Server parameters tab, locate the Nature dropdown box. Change the value of the dropdown to Production and from the right-side menu, click Save.
How to add a visual marker to identify X3 folders image-3
  1. Then, from the right-side menu click on List of endpoints to go back to the list. Now click on Edit (pencil dot) next to the X3 Reference folder. Repeat the process to change the Nature dropdown and select Development.
  1. After making the changes, log out and back into Sage X3. When you connect to this endpoint the color appears near the name folder. You should now see the color coding squares next to the endpoints from the dropdown as shown below. A green square should be next to the SEED folder and a red box next to the X3 reference folder when you click on the folder dropdown from the main menu.
How to add a visual marker to identify X3 folders image-4
This is the way to make those changes and let your users know to which folder they are logged.

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