cancel
Showing results for 
Search instead for 
Did you mean: 

Folder structure in opportunity

Former Member
0 Kudos
65

Hi All,

We wanted to have a predetermined folder structure/template in the attachment tab of an opportunity so that the users would attach their files in the respective folders.

Could anyone help me out with this. I tried the "define template for folders" under content management but how do i assign it to my opportunity transaction type?

All help would be appreciated.

regards,

Sourabh

Accepted Solutions (0)

Answers (1)

Answers (1)

Former Member
0 Kudos

Hi,

I have the same problem. With note 500735 it should work, if a document template already exists for a master data object. But it doesn't work...

Jochen

Former Member
0 Kudos

Hi,

my problem isn't solved yet. I created a folder template for a business partner role and assigned it to my folder template. I can now see my template structure for the business partners.

How to assign this folder template to a business transaction?

Regards

Jochen