Creating Reports - Prompting users to create a sub-content folder at beginning of report creation process

Paul Dandurand shared this idea 10 months ago
Idea Logged

Creating Reports...

We would like to prompt the user when they click the create report button, that they need a folder and subfolder set up if they plan to save the report. The popup would allow them to continue, but at least they know before investing time creating the report. I had spent time building the report and chart only to find a simple message saying "not content folder".

NOTE: As it stands if we create just the Content Folder - we CAN create reports, however, saving we can not until we have a Content Sub Folder created.

Comments (1)


Hi Paul,

I know what you mean because in fact what you describe has happened to me! (More than once unfortunately). So I have created an enhancement request for this Idea and will let you know whether it gets accepted or not by the product team when they get around to reviewing it.

I think another way around this problem would be for a default content folder and subfolder to be created whenever a new client org is created, so I have added this suggestion to the enhancement request just in case.

By the way, this reminds me - if you are creating the new client orgs programmatically (via web services) then you yourselves could implement this by programmatically importing an export file that contained a folder and subfolder every time you created a new client org.