Create Folder
planned
Nate Montgomery @ SmartSuite
Merged in a post:
Automate Adding a folder in Google Drive named after a record or matching a record title
Coal Town
The folder we'd like to upload to automatically changes and is based on customer information. It would be great to create a custom folder within an area of Google Drive that when photos are uploaded by employees they can be automated to upload to a new folder in Google Drive with the record title/project name
L
Lindsay Bender
Could SharePoint be added to this request as well? We use SharePoint for all file storage.
Jon Darbyshire
Hey Coal Town, thanks for your feedback! I have a few more questions for you:
- Could you please clarify how you envision the process of matching a record title to a folder name?
- What kind of customer information would you like to use to determine the folder name?
- Could you provide more details on the 'area' of Google Drive where you'd like these folders to be created?
Coal Town
Jon Darbyshire
We are a trades company and so we take many pictures of the projects we are working on. I’d like for my techs to be able to upload pictures into SmartSuite and have them go to a folder in Google Drive with the project name such as “Layton gas line” or “Layton furnace replacement”.
Our jobs records have this title so I’d like to have the SmartSuite automation create the folder with the record title of the job and then when the pictures are uploaded they would go to the corresponding folder.
Hopefully that makes a little more sense!
Jon Darbyshire
planned