Skip to main content
M
MarlaDr
New Participant
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
  • 5 replies
  • 887 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.

    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

    5 replies

    Christina_Jarosz
    Christina_Jarosz
    New Participant
    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
      New Participant
      September 23, 2020

      Yes we do. I will do that. Thanks.

      Heather_Kulbacki
      Heather_Kulbacki
      New Participant
      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
        New Participant
        September 23, 2020

        Yes we do. I will do that. Thanks.

        Terms & ConditionsAccessibility statement

        Loading footer...