I am just beginning a trial of XfilesPro.
In my initial use case, I will add it to a custom Project object so that all associated files can be grouped in a folder created using the [[project.name]]. We also use Processes to create a Quip document from a template that is then attached to the record.
My question is whether there is any support for record types included. i.e. we have different Project record types for different departments because different departments use different templates. So … the root folder is different depending on the record type.
If you have any thoughts about using record types, please let me know, otherwise, I will experiment.
- Richard Lackey asked 2 months ago
- last edited 2 weeks ago
- You must login to post comments