How to automatically create SharePoint folders and subfolders using DocumentsCorePack

837 views 2 Updated on December 17, 2022

It is possible to automate the creation of SharePoint folders and subfolders with DocumentsCorePack (DCP). Depending on the context, the following options are provided:

  1. Via Power Automate: The CreateSharePointFolders (V2) action of the DCP connector allows you to create folders and subfolders on SharePoint.
  2. Via Classic Dynamics 365 workflows: The AutoMergeWorkingItem comes with a CreateSharePointFolder option (see Step-by-step description below).

Step-by-step description for a classic Dynamics 365 workflow

Step 1: Automatically create folders for accounts once created.

Create a ne process in your Dynamics 365.
Figure 1: Create new Process

Step 2: Define the following settings:

❶ Process name
❷ Category
❸ Entity
❹ Confirm with [OK]

Define the settings for the process/workflow.
Figure 1: Define settings for process/workflow

Step 3: This window opens. Now add the next step Create Record to your workflow and name it, such as Create Folder.

Add the next step (Create Record) to the process.
Figure 4: Add step to the process

Step 5: Now click the drop-down button and look for the MSCRM-ADDONS.com AutoMergeWorkingItems.

Select the AMWI from the drop-down.
Figure 5: Add the AMWI

Step 6: For further steps, open the Set Properties and fill out the mandatory fields, including ❶ Name and ❷ AutoMergeAction. Then insert the ❸ PrimaryRecordURL. Put the cursor in the PrimaryRecordUrl field and select on the right side {Record URL(Dynamic)(Account)}. Press the ❹ [Add] button.

Open the Set Properties and fill out the mandatory fields.
Figure 6: Set Properties

Step 7: Now scroll down to Create SharePoint Folder, where you can define how your folder and subfolder structure are organized.

Define how your folder and subfolder structure are organized.
Figure 7: Determine a folder structure

Please note: In the example above, the folder structure looks like this:

Syntax:

  • “;” separate list of folders
  • “/” creates subfolders

Example:

FOLDER/subfolder 1;FOLDER/subfolder 2;FOLDER1/subfolder 1

Creates folders as follows:

Folder Structure

Step 8: Now press the [Save and Close] button in the left top corner of this window.

Press the [Save and Close] button.
Figure 8: Don´t forget to save!
Step 9: Back in the Power Apps window you have to activate the process.

Activate the process in the PowerApps window.
Figure 9: Activate Process

Execute workflow:

Create a new account in your system. Once the workflow is finished you should see the following folder structure on the newly created document location for the account:

The workflow result.
Figure 11: Result of the workflow

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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