> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/sharepoint-security-sync/features/auto-create-folder.md).

# Auto Create Folder

> #### **Create customized folder structure within SharePoint to store CRM records. Download** [**SharePoint Security Sync**](https://bit.ly/3Gumu81) **app from our** [**website**](https://bit.ly/3Gumu81) **or** [**Microsoft AppSource**](https://appsource.microsoft.com/en-gb/product/dynamics-365/inogic.sync-dynamics-365-sharepoint-security-model?tab=Overview) **and Sign Up for 15 days free trial.**

This feature allows users to create folder structure in the respective SharePoint Site with the help of workflow. The **‘Auto Create Folder’** field on the entity configuration form serves this purpose.

![](/files/kxRunWXgBnBBiyYAGouY)

By default the field is set to **‘No’**. The user has to select **‘Yes’** from the dropdown of Auto Create Folder to create folder structure in SharePoint Site. To create the folder automatically, the user has to first create a workflow or can use Power Automate as well and call the **AutoCreateFolderStructure** action.&#x20;

Follow the steps given below to create a workflow.

* Navigate to **Advance settings** --> **Processes** --> Select **‘+New’.**

![](/files/9TlwpiqEHeE8IaYWxKG8)

* Give an appropriate name to the workflow --> For **‘Category’** select **‘Workflow’** --> Choose the entity for which you want to create folders automatically --> Click on **Ok.**

![](/files/wCxxP067i1Px6Ah8JYMZ)

* As per business requirement this workflow can be run for different events.

![](/files/VDoYmttztNwhel3b22sK)

* &#x20;Click on **‘Add Step’.**

<figure><img src="/files/hZOZmRXiESiRiUXMKHgA" alt=""><figcaption></figcaption></figure>

* Next, select **Perform Action** step.

![](/files/VBRwKUGT9nlnmR5DjvCH)

* Then from the dropdown select the **AutoCreateFolderStructure** action as shown below:

![](/files/pphUJGiYIRCvpst7xBim)

* Click on **Set Properties** --> Select **Account** and **Record URL(dynamic)** in the **‘Look for’** section --> Click on **Save and Close**.

<figure><img src="/files/XJqmlskbHEQdt0NsU3gb" alt=""><figcaption></figcaption></figure>

* **Activate** the workflow.

![](/files/F7s2JHotkyHDJflQmigv)

Once the workflow is activated, based on the triggering event, the record will be created in SharePoint. By Auto Create folder, feature user will be able to create a folder in SharePoint without hitting the **Attach2Dynamics button** or **Documents/ Files tab**.

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
