Overview

Auto-Create Folder can automatically create and link OneDrive or SharePoint folders when a NetSuite record is created, viewed, or both. This article shows NetSuite admins how to quickly confirm where Auto-Create is enabled and update its behavior.

Use this article if you want to…

See which record types already have Auto-Create enabled
Enable or disable Auto-Create for multiple record types
Identify undeployed record types
Update key deployment settings (Event Type and Audience)

Step 1: Locate the AutoCreate Folder Script

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 the filter tab:
- Set Type to User Event
Locate the script:
CloudExtend MailApps-RecordFolder Export

Step 2: View Deployed Record Types

Click Deployments on the script record.
This list shows all record types where Auto-Create Folder is currently deployed.

Step 3: Show Undeployed Record Types

Mark the show Undeployed box.

This exposes record types not currently deployed and allows you to:

Quickly enable/disable Auto-Create per record type
Update multiple record types at once (when supported by the deployment list UI)

Step 4: Make updates (Optional)

Once deployed, admins can fine-tune how Auto-Create Folder behaves.
➡️ See configuration options for Admins.

Step 5: Verify changes

Open a record that matches a deployed record type
Confirm the folder/link appears in the CloudExtend Files tab (if deployed to that record)

Need to deploy a new record type?

If your target record type is not listed, deploy manually:
➡️ Admin: How to Deploy Script for ExtendDocs Auto-Create in NetSuite

Configuration Options for Auto-Create Folder

Once deployed, admins can fine-tune how Auto-Create Folder behaves.

After deployment, you can configure the AutoCreate Folder Setttings. See options admin can do:

Disable Auto-Create for a record type

If there are record types where you want to turn off the Auto-Create feature:

From the Script deployment list, uncheck the box of the record type/s.
Click Submit.

Once undeployed, new folders will no longer be created for those record types.

Update Event Type

By default, the Event Type is set to Empty for deployed records.

From the Script deployment list, click Edit on the desired record type.
From the Deployment list of the record type, click Edit.
In the Event Type field, choose the behavior of the AutoCreate setting depending on how you want the folders to be created.

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

When the Event Type is Empty, a folder is created when:

An existing record is viewed, or
A new record is created.

In both cases, a folder from OneDrive/SharePoint is automatically generated and linked to the CloudExtend Files tab of the record.

Update Audience (Access Control)

Admins can define access control to specify which roles the script applies to.

From the Script deployment list, click Edit on the desired record type.
From the Deployment list of the record type, click Edit.
Go to Audience tab.
Select the appropriate roles, employees, or departments that should have access.
Save.