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AurimasZar
New Member

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.

View solution in original post

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!

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