Create install project folder and link to record
Create install project folder and link to record
Your install records lack a consistent project folder, so site documents scatter and prep stalls. It builds the project folder and links it to the record so field teams can start same day.
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Overview
When install records are created without a standard file location, field prep and coordination slow down and errors creep in. This flow builds a predictable project folder structure and writes the folder link to the install record so coordinators and technicians can access needed documents the same day.