Skip to Content
author's profile photo Former Member
Former Member

Defining a Folder Hierarchy Template for Case Attachments

Hello CRM2007 Experts!

My question concerns file attachments to CRM Case.

I need a default folder template, so that users will attach the files into predefined folders.

I want to build a default folder hierarchy, for example:


....big pictures

....small pictures

.movies category 1 category 2

The user will then choose the appropriate folder and upload the file onto it.

I've tried to define a folder template using

[SAP IMG>>>CRM>>>Basic Function>>>Content Management>>>Define Templates for Folders],

but could not find how to connect it to a case.

Can this be done by customization?

And if not, can i achieve this otherwise?

For instance, by implementing the badi for saving a case so that it will check whether the hierarchy exists, and if not - it will create it.

Thank you very much in advance,


Add a comment
10|10000 characters needed characters exceeded

Related questions

1 Answer

  • Posted on Mar 19, 2012 at 09:07 PM

    Hi Lior

    as far as I know you can do it one of the 3 ways bellow:

    1) SPRO -> Transactions ->Basic Settings -> Assign Transaction Types to Templates for Folder and Doc. Te

    2) SPRO -> Master Data -> Business Partner -> Basic Settings -> Assign Templates for Content Management Folder

    3) SPRO -> Products -> Settings for Product Type -> Assign Content Management Folder Template to Product Type

    Let me know it it worked, ok?



    Add a comment
    10|10000 characters needed characters exceeded

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.