Currently Having issue in creating additional folder in the Existing folder Structure. When documents generated are saving in the existing folder structure. Since all Documents of particular Account are ending up in same folder, to differentiate opportunity agreement and non-opportunity agreements we want to route opportunity agreements to separate opportunity folder and save there. when the document is getting generated from opportunity in salesforce, generated documents should go inside opportunities folder (new folder Structure) and save there.
Existing Folder Structure:
Contract Repository/Customer Contracts/Account folder/Account sub folder/Document
Example: Contract Repository/Customer Contracts/XYZ (sample)/XYZ test opportunity/order form SOW
New Folder Structure Required:
Contract Repository/Customer Contracts/Account Folder/Opportunities/Account Sub folder/Document
Example: Contract Repository/Customer Contracts/XYZ (sample)/Opportunities/XYZ test opportunity/order form sow.
After adding additional Step in Workflow “Create Folder” , When generating Document, Opportunity Folder is getting created in the Account Folder, but Account sub folder/Document are not going inside the opportunity folder. They are getting saved in Account Folder itself. Can I get any suggestions in the workflow for Create Folder section what configuration I should be following to get the subfolder and Document route to opportunity folder.