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automatically create a folder in documents

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  • automatically create a folder in documents

    upon account creation how can we automatically create a folder in documents for that account name

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

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    • #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.

      Comment


      • #4
        Originally posted by yurikuzn View Post
        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

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        • #5
          yes, it is

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