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.
Locate the AutoCreate Folder Script
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.
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, allowing to easily enable or disable or needed. You can update multiple records at once.
Options to Configure AutoCreate Folder Settings
After deployment, you can configure the AutoCreate Folder Setttings. See options admin can do:
Undeploy Auto-Create Folder
If there are record types where you want to turn off the AutoCreate 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, Event type for the record types where AutoCreate Folder is Empty.
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.
To update the Event Type:
From the Script deployment list, click Edit on the desired record type.
From the Deployment setting 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 |
Configure Audience
Admins can define access control to specify which roles the script applies to.
To update the Audience:
From the Script deployment list, click Edit on the desired record type.
From the Deployment setting of the record type, click Edit.
Go to Audience tab.
Select the appropriate roles, employees, or departments that should have access.
