automatically create a folder in documents

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  • shahzads
    Junior Member
    • Feb 2018
    • 24

    automatically create a folder in documents

    upon account creation how can we automatically create a folder in documents for that account name
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    document folder have no relationship with accounts.
    you could to create this relation and after create a workflow

    Comment

    • yuri
      Member
      • Mar 2014
      • 8562

      #3
      You can try the following:

      create custom/Espo/Custom/Resources/metadata/scopes/DocumentFolder.json

      Code:
      {
           "object": true
      }
      Clear cache.

      Then Document Folder will be available in Create Record action in workflow.
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

      Comment

      • shahzads
        Junior Member
        • Feb 2018
        • 24

        #4
        Originally posted by yurikuzn
        You can try the following:

        create custom/Espo/Custom/Resources/metadata/scopes/DocumentFolder.json

        Code:
        {
        "object": true
        }
        Clear cache.

        Then Document Folder will be available in Create Record action in workflow.
        is this an update friendly way of doing it

        Comment

        • tanya
          Senior Member
          • Jun 2014
          • 4308

          #5
          yes, it is

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