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51Hello,
I have set up sharepoint integration and selected the folder structure to be based on the account entity:
For entities related to a specific Account, create folders under the "Accounts" folder.
Folder path: ../account/<account name>/<entity name>/<record name>
Folder path: ../account/<account name>/<entity name>/<record name>
It works for when I upload files for a related opportunity, case etc:
But I want a structure of account > Parent Account folder > accounts > [multiple folders for all child accounts]. I have seen this in another environment like this, but I cannot find how to set it up:
How can I set up this type of structure accounts > [Parent account folder] > accounts [Child accounts folders]?
Thank you in advance!
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