1 Reply Latest reply on May 8, 2014 1:27 PM by Jeff Thomas

    Copy folder data card using template.

    Ken Gilbert
    Ken Gilbert May 7, 2014 3:55 PM

      I have looked on the forum and couldn't find an answer to this.

       

      I have a template that creates a folder with a customer name.  Under that folder you can create another folder with the number of a quote.  If you creat the quote folder and the customer does not exist it will create the customer folder.  All this is great.  The problem I have is that I want to use a different folder data card for the quote folder.  I can't find a way to copy a data card when it creates the folder.

       

      Any ideas?  I am kind of a newbie and this is probably really simple but I am stumped.

       

      Thanks in advance.

        • Re: Copy folder data card using template.
          Jeff Thomas
          Jeff Thomas May 8, 2014 1:27 PM (in response to Ken Gilbert)

          Ken, this is not possible. I wanted to do the same thing. You would end up with thousands of data cards to manage if it was possible. I have different types of word documents in the projects folders that get unique data cards. The only option was to create a "Tabbed" data card that has tab visiability tied to a variable which defines the type of document. Both document types use the same data card.

           

          Jeff

           

          Quote Document

          card.JPG

           

          Project Document

           

          card2.JPG