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
Set API version = 2.0
Set Script File = All
Set From Bundle = Empty
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
To add a new record type, click New Deployment.
Deployment Settings (Recommended Defaults)
In the Applies To section (or record type list), locate the record type you want to enable. Configure the deployment as follows:
Set Status to Released.
Set Event Type to View. (Recommended option. Check different Event Types)
Set Log Level to Debug.
Go to the Audience tab: 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 | 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 (recommended) | When records are first viewed | Backfilling folders for existing records |
Need Help?
If Auto-Create Folders do not behave as expected:
Search https://support.cloudextend.io/extendsync-outlook 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