Creating SharePoint Sub-Folders
We now know that the out-of-the-box SharePoint integration creates a folder for each record in CRM. Once the corresponding SharePoint folder is created, you can add documents to that folder as well as create sub-folders within it. But what if the folder for every record requires another sub-folder? Is manually creating a sub-folder for every SharePoint folder viable?
Fortunately, SharePoint allows automatic creation of these sub-folders. This can be easily achieved by a SharePoint plug-in. If you don’t have the technical resource to write code for such plugins, you can always use workflows to achieve the same automation. Let’s see how this can be done!
Note! You will need SharePoint Designer 2013 for this.
Tip! PowerAttachment can save space inside Dynamics 365 by storing attachments inside your SharePoint integration. Start a free 30-day trial now.
1. Create two new columns in the SharePoint Account library:
- ParentFolder: Text field to populate the parent folder name
- SubFolders: Choose field for status values
2. Next, create two workflows to create sub-folders. For example, you can name these as:
3. Open SharePoint Designer and connect to your SharePoint site where CRM integration creates folders.
4. Select Workflows. We will need to create two list workflows for the account library:
The first list workflow is NewAccount_SetStatus. This fires upon creation and is initiated by a user in CRM when the Documents link is clicked for the first time and they accept the prompt to create a new folder.
Step 1 checks to see if the newly created item is a folder. If not, the workflow stops:
If it is a folder, it checks to see it is one of the two folders:
If it is, it stops the workflow (You would not want the workflow to create another set below each sub-folder).
Lastly, the workflow sets a column status field ‘SubFolders’ to ‘Pending’:
This fires the second workflow, which reacts to Changes.
The second list workflow is called NewAccountFolder_Created.
Step 1 of this workflow checks the ‘SubFolders’ value.
If Pending, this means the newly created folder is a CRM folder, therefore it needs to create the two sub-folders. The two folders are created and the parent’s SubFolders value is set to Created. This indicates that the parent folder has had its children created and will not recreate them if the parent folder is changed:
For the Create Item, use the folder name to dictate the path, hard coding the ‘/Sales’.
You can repeat with another Create for the second sub-folder, and so on.
How to Save Money on Licensing for Office 365 and Dynamics 365
Most companies can save money on Dynamics 365 and/or Office 365 licenses when enrolling in PowerObjects’ no-cost CSP program. Learn how much you could be saving here.