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)
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 and locate script for CloudExtend MailApps-RecordFolder Export.
Step 2: View Deployments tab
Check the deployments tab and review what records the feature has been enabled.
Step 3: Turn on AutoCreate folder feature to a record
In the Applies to Tab, search for the record.
Set Status to Released.
Set Event Type to Empty. (Recommended option)
In the Event type field you can choose between Create, View or just leave it Empty:
Empty - Folders will be created when an existing record is viewed and when new records are created.
Create – Folders will only be created for newly created records.
View – When a user views a record for the first time, a corresponding folder is created. If the folder already exists, no new folder will be generated.
Set Log Level to Debug.
Choose preferred Audience.
Go to Context Filtering Tab then select User Interface in the Execution Context box.
Recommended Event Type (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 |
Need help?
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