AnsweredAssumed Answered

Copy folder data card using template.

Question asked by Ken Gilbert on May 7, 2014
Latest reply on May 8, 2014 by Jeff Thomas

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.

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