How do I automate the process of creating a folder in my workdrive everytime I create a new Deal?
Hello,
I've set up a Case ID field in my Deals module that automatically generates a unique string by combining initials from four other fields. My goal is to have a folder created with the same name as the Case ID every time I create a new Deal.
Additionally, I gather claim requests from customers using forms, where the Case ID serves as a unique identifier for each claim. Presently, I rename the attached files for each claim as CaseID_FileName and store them in a common folder in the workdrive. I'm looking for a way to automatically save these attachments related to each Case ID in a subfolder named Claims within the folder created during the Deal creation process.
Could you please assist me in automating these two tasks?
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