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 the record type is not on the deployed list.
Step 1: Review Existing Deployments (Recommended)
Before deploying, confirm whether your record type is already enabled:
If your target record is not listed, continue with the manual deployment steps below.
Step 2: Deploy 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 Context Filtering Tab then select User Interface in the Execution Context box.
Step 3: Save Deployment
After Deployment
Open a target record type in NetSuite (that your deployment applies to).
Confirm the folder/link appears on the CloudExtend Files tab (if deployed).
Step 4: Validate in NetSuite
Open a record of the deployed record type (that the deployment applies to)
Confirm 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 you still have issues after deployment:
Search support.cloudextend.io for related troubleshooting articles.
Use the in-app chat on the support site, or email cloudextend-support@celigo.com with:
Record type(s) deployed
Deployment settings (Event Type, Audience, Execution Context)
Screenshots of the deployment record and CloudExtend Files tab output