Is there way to automatically put a blank folder in the Documents tab when a request is converted into a project? | Community
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MarlaDr
Level 4
Sep 22, 2020 8:58 PM UTC
Question

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

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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    5 replies

    Christina_Jarosz
    Christina_Jarosz
    Level 9
    Sep 23, 2020 12:49 PM UTC

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

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      MarlaDrAuthor
      Level 4
      Sep 23, 2020 1:05 PM UTC

      Yes we do. I will do that. Thanks.

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      Heather_Kulbacki
      Heather_Kulbacki
      Level 2
      Sep 23, 2020 12:48 PM UTC

      Hi Maria,

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

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        MarlaDrAuthor
        Level 4
        Sep 23, 2020 1:05 PM UTC

        Yes we do. I will do that. Thanks.

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