on 09-16-2008 4:12 PM
Hello CRM2007 Experts!
My question concerns file attachments to CRM Case.
I need a default folder template, so that users will attach the files into predefined folders.
I want to build a default folder hierarchy, for example:
.pictures
....big pictures
....small pictures
.movies
....movie category 1
....movie category 2
The user will then choose the appropriate folder and upload the file onto it.
I've tried to define a folder template using
[SAP IMG>>>CRM>>>Basic Function>>>Content Management>>>Define Templates for Folders],
but could not find how to connect it to a case.
Can this be done by customization?
And if not, can i achieve this otherwise?
For instance, by implementing the badi for saving a case so that it will check whether the hierarchy exists, and if not - it will create it.
Thank you very much in advance,
Lior.
Hi Lior
as far as I know you can do it one of the 3 ways bellow:
1) SPRO -> Transactions ->Basic Settings -> Assign Transaction Types to Templates for Folder and Doc. Te
2) SPRO -> Master Data -> Business Partner -> Basic Settings -> Assign Templates for Content Management Folder
3) SPRO -> Products -> Settings for Product Type -> Assign Content Management Folder Template to Product Type
Let me know it it worked, ok?
cheers
Geraldo
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
User | Count |
---|---|
5 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 |
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.