# 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 %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.inogic.com/sharepoint-security-sync/features/auto-create-folder.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
