The Folder Templates are a set of folders that users can generate within the connector. This is a quick way to create a hierarchy of folders in SharePoint for any record.
Folder Templates Manager Basics
Go to the SharePoint Setup tab. From the side menu, click on Folder Templates Manager.
- The New action button in the page header allows users to create a new folder template.
- A list of all previously saved folder templates.
- A row action menu containing various action items is available for each folder template.
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When the row action menu is selected (see #3 above), these are the available options:
- Edit - Edit an existing folder template.
- Delete - Remove an existing folder template.
- Manage Folders - Visualize and manage sub-folders structure within your folder template.
The Delete action on the folder template, when initiated, will delete all sub-folders automatically.
Manage Folders Within Folder Template
From within the folder templates list, select the Manage Folders row action on a folder template or click on the Template Name column value.
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- The Folder Template ID value in the header is a unique identifier for each folder template and can be used within automation flows.
- A tree-view list of sub-folders within the folder template, where parent rows display folder template names and subsequent rows inside the display list of folders.
- A row action menu containing action items available for each tree-view row item.
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When the row action menu is selected (see #3 above), these are the available options:
- Edit - Edit an existing folder name.
- Delete - Remove an existing folder and sub-folders within.
- *Add a Sub-Folder - Allows adding a sub-folder directly within the folder row where action is initiated.
*The connector supports nesting sub-folders up to three levels deep. However, the Manage Folders action does not allow you to create a folder structure more than three levels deep.