How to automatically create SharePoint folders and subfolders using DocumentsCorePack OnPremise

1433 views 0 Updated on December 17, 2022

It is possible to automate the creation of SharePoint folders and subfolders with DocumentsCorePack (DCP). This article shows how to setup automatic folder creation via classic Dynamics 365 on-premise workflows.

Step-by-Step description:  Automatically generate folders for created accounts.

Step 1: Create a new Workflow for the Account table.

Create a new Workflow for the Account table.
Figure 1: Create a new process

Step 2: Define the following settings.

  • Process Name: CreateFolder
  • Activate as: Process
  • Entity: Account
  • Category: Workflow
Add a new step and select CreateSharePointFolder.
Figure 2: Add a new step (CreateSharePointFolder)

Step 3: This window opens. Add the next step Create Record to your workflow and name it (for example, Create Folder) and look for the AutoMergeWF:CreateSharePointFolder.

image
Figure 3: Name the new step 

Step 4: Open the [Set Properties]. In the following window, define the SharePoint location, folder(s) and subfolder(s).

Example of an added SharePoint subfolder.
Figure 4: Example SharePoint subfolder added

Syntax:

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

Example:

TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1

Creates folders as follows:

Folder Structure

Step 8: Now you have to activate the process.

Activate the workflow.
Figure 5: Activate workflow

Then click the [Activate] button again to confirm the process.

Press the Activate button to confirm the process.
Figure 6: Confirm the 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.

Example of the SharePoint document location based on the workflow.
Figure 7: Example – SharePoint document location based on 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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