The Auto-Create feature requires deploying the CloudExtend MailApps-RecordFolder Export User Event script to the record types where you want folders created and linked.
Prerequisites
NetSuite Administrator (or role with SuiteScript/script deployment permissions)
ExtendDocs configured (OneDrive/SharePoint access confirmed)
CloudExtend Files tab added to your target records (recommended)
Use this article if you want to…
Deploy Auto-Create Folder for the first time
Deploy Auto-Create to a record type that is not currently enabled
Apply recommended deployment defaults for best coverage
How to Deploy Script for ExtendDocs Auto-Create
Use this article to deploy Auto-Create Folder for the first time, or if the record type is not on the deployed list.
Step 1: Locate the Auto-Create Folder Script
Use either method below.
Option A: Global Search
In NetSuite’s global search bar, enter:
CloudExtend MailApps-RecordFolder Export
Option B: Navigate via Menus
Go to Customization → Scripting → Scripts
In filters:
Set Type = User Event
Locate the script:
CloudExtend MailApps-RecordFolder Export
Step 2: Review Existing Deployments (Recommended)
Before deploying, confirm whether your record type is already enabled:
Open the script record
Click Deployments
This list shows all record types where Auto-Create Folder is currently enabled.
If your target record is not listed, continue with the manual deployment steps below.
Step 3: Show Undeployed Record Types
Check Show Undeployed.
This allows you to:
Identify record types not yet enabled
Quickly enable or disable Auto-Create per record type
Update multiple record types at once (when supported by the UI)
Step 4: Deploy Auto-Create Folder to a Record Type
In the Applies To section (or record type list), locate the record type you want to enable.
Configure the deployment as follows:
Deployment Settings (Recommended Defaults)
Set Status to Released.
Set Event Type to Empty. (Recommended option. Check different Event Types)
Set Log Level to Debug.
Audience: Select the roles/users that should trigger folder creation
Go to the Context Filtering Tab, then select User Interface in the Execution Context box.
Step 5: Save and Validate
After deploying or updating settings:
Open a NetSuite record that matches the deployed record type
Confirm:
A folder is created in OneDrive or SharePoint
The folder/link appears in the CloudExtend Files tab (if deployed)
Event Types (Quick Guide)
Event Type | When Folders Are Created | Best For |
Empty (recommended) | On Create and first View | Covers both new and existing records |
Create | Only when records are created | Setting up everything for the first time. |
View | When records are first viewed | Backfilling folders for existing records |
💡 Notes
If a folder already exists, the script should not create a duplicate.
For most customers, Empty provides the best coverage with minimal admin effort.
Need Help?
If Auto-Create Folders do not behave as expected:
Search https://www.cloudextend.io/support/ for troubleshooting articles
Contact CloudExtend Support via:
💬 In-app chat
Please include:
Record type(s) deployed
Deployment settings (Event Type, Audience, Execution Context)
Screenshots of the deployment record and CloudExtend Files tab