Create new (client) folder using request form
When a sale has been confirmed, we want the salesperson to be able to submit a form to:
1. automatically create a new client folder (the folder name is specified in the form, and it's a subfolder of a parent folder named "Clients") and
2. duplicate an onboarding project from a blueprint, and
3. place the new project in the new client folder
4. with the client's name as the prefix to every task in the project
I have been able to work out every part of this form EXCEPT the first step - "create a new client folder ..."
is this possible?
Many thanks,
Gina