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Adding a document folder to an issue/spec through a template

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Hi there!

 

We use Workfront to convert requests (issue/specs) into projects using various templates.  In our templates, we have Queue Topics set up to automatically add different issue/specs to the project based on the requirements. Ex: Issue/spec for Print Specs if it is a project converted with a Print template, etc. 

 

I am wondering if there is a way to program a folder structure to be applied to the various issue/specs in our Queue Topics.  For example, in the attached screenshot, can I set up this template to automatically create folders in the Vendor Communication issue/spec?


Thanks!

Sara Fox

Erickson Senior Living  

1 Accepted Solution

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Correct answer by
Community Advisor

Hi,

 

You can set up a folder structure on your project templates. When you convert the issue to a project using a given template, the folder structure on the template will be automatically applied to the project.

 

It's not possible natively to have a folder structure automatically applied to the issue itself. To achieve this you would need to use a system like Workfront Fusion to automate the creation of the folder structure on issue creation. 

 

Best Regards,

Rich.

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1 Reply

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Correct answer by
Community Advisor

Hi,

 

You can set up a folder structure on your project templates. When you convert the issue to a project using a given template, the folder structure on the template will be automatically applied to the project.

 

It's not possible natively to have a folder structure automatically applied to the issue itself. To achieve this you would need to use a system like Workfront Fusion to automate the creation of the folder structure on issue creation. 

 

Best Regards,

Rich.