Create survey folder and copy templates with links
Create survey folder and copy templates with links
Survey records lack folders and templates, forcing coordinators to fetch files manually and delaying work. It creates folders, copies template files, and attaches links so documents are ready same day.
Overview
When survey entries change, coordinators shouldn't scramble to recreate folders or hunt templates. This flow creates the folder, copies templates, and writes links back to the record so staff have the right files same day.