Custom Folder Structure for Non-activity entities

Library Structure: This is an optionset field with following options – By Period, By Starting Character and Custom. Select either one of these options. Based on the option selected, further fields will be made available.

• By Period: If this option is selected then the document library structure will be created based on certain period. To be precise, the period is based on ‘createdon’ date of record. In order to define the period additional fields are required to be populated. These fields include:

  • Period Type: This is yet another optionset field with the following options - Daily, Weekly, Monthly, Quarterly, Yearly, X Month and X Year.

  • Duration: This is a numerical field. It appears when ‘X Month’ or ‘X Year’ option is selected in ‘Period Type’.

  • Select Date Format: This is also optionset field with numerous options. Select any one format for the date.

  For example, suppose if user has set ‘Period type’ to ‘X Month’ and ‘Duration’ to ‘6’. Now based on this setting a half yearly document library will be created in SharePoint for whichever record created for that particular period.

• By Starting Character: If this option is selected then the document library structure will be created based on the starting character of the chosen field name. Once this option is selected, the following additional field needs to be populated:

  • Document Library Format: Here, logical name of the field is to be entered within brace brackets {}. And the field type should be either Single.Text, Optionset or Lookup.

• Custom: With this option, you can create document library structure based on the full name of any chosen field. Once this option is selected, the following additional field needs to be populated:

  • Document Library Format: Here, logical name of the field is to be entered within brace brackets {}. And the field type should be either Single.Text, Optionset or Lookup.

The ‘Create Record Folder Structure’ section can be set as follows:

Folder Format: Here, you can either use logical name or any text to name the folder. Further, you can also use combination of both logical name and text.

For example, suppose if user has used combination of logical and text for ‘Folder Format’ like ‘{name} KP.’ Now based on this setting the following record folder structure will be created in SharePoint.