The Auto-Create feature requires deploying the CloudExtend MailApps-RecordFolder Export script to the record types where you want folders created and linked.
Prerequisites
Before deploying, ensure that the following requirements are met:
NetSuite Administrator (or role with SuiteScript/script deployment permissions)
ExtendDocs configured (OneDrive/SharePoint access confirmed)
CloudExtend Files tab added to your target records (recommended)
How to Deploy Script for ExtendDocs AutoCreate
Step 1: Open script CloudExtend MailApps-RecordFolder Export
In NetSuite, in the search box enter CloudExtend MailApps-RecordFolder Export
or
Go to Customization > Scripting > Scripts.
In the filter tab, select User Event.
Locate script for CloudExtend MailApps-RecordFolder Export.
Click on Deployments for the script.
Step 2: Open Script Deployments page
Check the deployments tab and review what records the feature has been enabled.
Doing the steps above, will show the list of record type/s where the AutoCreate folder was enabled.
Mark the show Undeployed box.
This will expose the check box per record type.
Step 3: Choose the record/s to enable AutoCreate feature
From this view, it is allowing admins to easily enable or disable or needed. You can update multiple records at once.
In the Deployed column, select or unselect the checkbox next to each record type.
Once your selections are made, click Submit to apply the changes.
After deployment, ExtendDocs will automatically create and link folders in OneDrive or SharePoint when records are created or viewed.
Configure AutoCreate Folder Settings per Record Type
The AutoCreate Folder feature can be configured to create folders when a record is created, viewed, or both helping to keep your file organization consistent across records.
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