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M
MarlaDr
Level 4
September 22, 2020
Question

Is there way to automatically put a blank folder in the Documents tab when a request is converted into a project?

  • September 22, 2020
  • 2 replies
  • 895 views

Would like a folder named 'releases' to be automatically put in the documents tab at the time a request is converted into a project on all projects. Currently we are adding it manually each time.

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    2 replies

    Heather_Kulbacki
    Community Advisor
    Heather_KulbackiCommunity Advisor
    Community Advisor
    September 23, 2020

    Hi Maria,

    Do you use project templates? We have folders added to our templates so all projects have those folders when created.

      M
      MarlaDrAuthor
      Level 4
      September 23, 2020

      Yes we do. I will do that. Thanks.

      Christina_Jarosz
      Christina_Jarosz
      Level 9
      September 23, 2020

      Hi Maria - create this folder on your project templates. When you use that template when converting a project, it will automatically be created.

        M
        MarlaDrAuthor
        Level 4
        September 23, 2020

        Yes we do. I will do that. Thanks.

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