cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
AurimasZar
Frequent Visitor

Document location with sub folders in CRM

Hello,
I am building flow thats triggered by new opportunity creation in CRM creates folders in sharepoint and then creates document locations in CRM. From sharepoint side there are no issues but I encounter issues when creating document locations in CRM. Problem is that I use many sub folders(/Folder1/Folder2/Folder3/Folder4). Problem is that when trying to state the path (/Folder1/Folder2/Folder3/Folder4) in the relative URL field I get errors that I cant use "/". I googled out that for each sub folder I need new document location flow action pointing new folder location parent site to last ones unique ID. So I did it and now I have a problem that when I press document location button in CRM I always get different Folder in my folder path. I assume this is because I have crated several document locations in CRM.
Any ideas how to make it work? In crm when clicked on document locations button I need to open the last folder in my path. 

document location sc.PNGdocument location sc crm error.PNG

document location view.PNG

1 ACCEPTED SOLUTION

Accepted Solutions
ARC_afabozzi
Frequent Visitor

Not sure if this helps you but I needed to create a flow that when a new customer is created the following folder structure in SharePoint gets created based off the Country, State, City fields in CRM:

https://companyname.sharepoint.com/sales/account/Country/State/City

Then the flow creates a document link on the customer record to the City folder above

 

You should be able to do the same thing with Opportunities.

 

tough to explain but I tried:

https://www.fabozzi.net/power-automate-crm-custom-subfolder-structure-to-sharepoint-document-library...

 

Let me know how I can help.

View solution in original post

3 REPLIES 3
ARC_afabozzi
Frequent Visitor

Not sure if this helps you but I needed to create a flow that when a new customer is created the following folder structure in SharePoint gets created based off the Country, State, City fields in CRM:

https://companyname.sharepoint.com/sales/account/Country/State/City

Then the flow creates a document link on the customer record to the City folder above

 

You should be able to do the same thing with Opportunities.

 

tough to explain but I tried:

https://www.fabozzi.net/power-automate-crm-custom-subfolder-structure-to-sharepoint-document-library...

 

Let me know how I can help.

Thank you very much!

Glad it helped!! I did not fully test that flow so be sure to test before using in production. You are welcome!

Helpful resources

Announcements
Power Platform Conf 2022 768x460.jpg

Join us for Microsoft Power Platform Conference

The first Microsoft-sponsored Power Platform Conference is coming in September. 100+ speakers, 150+ sessions, and what's new and next for Power Platform.

May UG Leader Call Carousel 768x460.png

June User Group Leader Call

Join us on June 28 for our monthly User Group leader call!

MPA Virtual Workshop Carousel 768x460.png

Register for a Free Workshop

Learn to digitize and optimize business processes and connect all your applications to share data in real time.

Power Automate Designer Feedback_carousel.jpg

Help make Flow Design easier

Are you new to designing flows? What is your biggest struggle with Power Automate Designer? Help us make it more user friendly!

Top Solution Authors
Top Kudoed Authors
Users online (3,585)