Create New Report Folder

The CreateNewReportFolder template is used to create new report folders within Salesforce through the Environment Provisioning module.

Steps to Create the CreateNewReportFolder Template

1. Log in to your AutoRABIT account.

2. Navigate to the Env. Pro. module.

3. Click on Create New Template.

4. Go to the Create Unsupported Metadata Template tab.

5. Provide a name and a short description for the template.

6. Select the CreateNewReportFolder checkbox under Report Dashboards Create Manage Folders.

7. Click Add.

8. On the next screen:

   • A Test Case Name will appear by default.

   • Click Add to input custom test data.

   • Provide values for the Report Folder Label and Folder Unique Name fields.

   • Click Save to store the test case.

9. Click Save again to finalize and save the template.

10. After successful creation, you'll be redirected to the Environment Provisioning History screen.

11. Click Run to execute the template on the target org.

12. Select your destination org from the dropdown and provide the email address(es) to receive status notifications.

13. Under Post Deployment Steps, choose the recently created test cases.

14. Visit the View History page for a detailed deployment summary.