Automatically created folders in Google Drive for organisation for uploaded files

Bernd Auer www.pd-experts.com
Bernd Auer www.pd-experts.com Community Driver Posts: 369
100 Comments 25 Up Votes Second Anniversary 5 Likes

If you are creating a document with the new document creation feature, it creates automatically a folder in Google Drive of the organization within the general Pipedrive folder and saves the file in this folder.

If you upload a file it will be synced to the general Pipedrive folder without the creation of a organisation folder.

It would be great if the upload would trigger the creation of a organisation folder as well. If you don't know the name of the uploaded document it will be hard to find. 

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited July 2020 #2

    One step closer to a more organized Google Drive.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #3

    Thank you for your feedback @Bernd Auer , I've made sure it reaches the teams for consideration!

  • Marcelo Silva_43
    Marcelo Silva_43 Community Driver Posts: 291
    100 Comments Second Anniversary Photogenic Community Driver
    edited February 24 #4

    Você consegue via Zapier

    O gatilho pode ser um negocio ganho, ou uma mudança de fase por exemplo.

    Então você diz para o Zapier criar uma pasta com o Nome da Empresa que acionou o gatilho.

    Depois quando for criar o documento já tera uma pasta no Google Drive!

     

     

  • Rob Grubbs
    Rob Grubbs Posts: 25
    Second Anniversary Photogenic
    edited November 2020 #5

    Still need this option to organize uploads

  • Jason Prosnitz
    Jason Prosnitz Posts: 18
    edited February 24 #6

    @Mike van der Valk  @Inês Batata 

    This should happen for persons, deals or organizations. Upload shouldn’t just dump it into the top level. That’s just lazy. And, not just if I manually upload, but if any app extension does either. 

    Simple Example/Practical User Story: As a user of PandaDoc’s deep integration with Pipedrive, I expect PandaDoc created files either populate in an existing folder or create a new one based on the parent entity (Persons->[Person Name], Deals->[Deal Name], Organization->[Organization Name]).

    I recognize there are all sorts of corner cases here around names and duplicates. The cheap and easy (albeit not pretty) way to deal with this is just attach the unique ID that is ALREADY been used to the front or back of the folder name.

  • Jason Prosnitz
    Jason Prosnitz Posts: 18
    edited February 2021 #7

    @Mike van der Valk  @Inês Batata 

    This should happen for persons, deals or organizations. Upload shouldn’t just dump it into the top level. That’s just lazy. And, not just if I manually upload, but if any app extension does either. 

    Simple Example/Practical User Story: As a user of PandaDoc’s deep integration with Pipedrive, I expect PandaDoc created files either populate in an existing folder or create a new one based on the parent entity (Persons->[Person Name], Deals->[Deal Name], Organization->[Organization Name]).

    I recognize there are all sorts of corner cases here around names and duplicates. The cheap and easy (albeit not pretty) way to deal with this is just attach the unique ID that is ALREADY been used to the front or back of the folder name.

    The bonus: A configuration in settings for naming conventions. E.g. File Name = [File Name].[Entity Name].[Date].[extension] for example). Many of the fields are already available to make this clean.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2020 #8

    @Mike van der Valk  @Inês Batata 

    This should happen for persons, deals or organizations. Upload shouldn’t just dump it into the top level. That’s just lazy. And, not just if I manually upload, but if any app extension does either. 

    Simple Example/Practical User Story: As a user of PandaDoc’s deep integration with Pipedrive, I expect PandaDoc created files either populate in an existing folder or create a new one based on the parent entity (Persons->[Person Name], Deals->[Deal Name], Organization->[Organization Name]).

    I recognize there are all sorts of corner cases here around names and duplicates. The cheap and easy (albeit not pretty) way to deal with this is just attach the unique ID that is ALREADY been used to the front or back of the folder name.

    Thank you for sharing your use case so clearly @Jason Prosnitz , it helps us a lot! PS - You don't need to tag Mike or me, we look at everything that's posted in Community ;)

    Right now there are no concrete short term plans to make these improvements. Unfortunately with many customers and requests and with limited development resources we need to prioritise and make choices what to deliver first. However, we have made sure our team will consider your suggestions for future developments.

    In the meantime, take a look at @Marcelo Silva 's workaround above (click the globe icon for a translation), it might make your life easier. 

     

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