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With the automation active, the folders are created and attached to the issue, but you still need to add SharePoint Connector to the issue to view them. |
Activating the automation
Open the automation panel from the SharePoint Connector project settings.
Click the toggle to activate the automation “Create and attach a folder to new issues.”
Click the “Connect” button to select an automation folder. This folder will store the folders created automatically.
Connect the storage place you want to use for automation.
Select a folder from the connect folder modal.
[Optional] Open the permissions tab to set who can view and edit the folder's content. By default, all users can access the folder and edit the content.
Click connect
After a few seconds, the folder appears associated with the automation. A tag is added by default to let you and your team know the folder is associated with automation. You can edit the tag at any moment or even remove it.
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The automation is ready and starts working immediately. |
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This automation works mostly the same way as the Create and attach a folder to new issues automation, with some key differences:
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With the automation active, the folders are created and attached to the issue, but you still need to add SharePoint Connector to the issue to view them. Customers won’t see the automated folder until you add the app to the issue. |
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You can check the audit log at any moment to check if the automation is working as intended. You can use the information to understand the issue or even share it with the support team if you need further help.
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On this page, you learned about all the Project settings available. If you still have questions or require other project settings, visit our support portal to send us your questions or feature requests. Our team is always happy to help.
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