AdvoLogix Help

Using the Folder Templates Manager

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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.

  1. The New action button in the page header allows users to create a new folder template.
  2. A list of all previously saved folder templates.
  3. A row action menu containing various action items available for each folder template. 

When the row action menu is selected (see #3 above) these are the available options:

  1. Edit - Edit an existing folder template.
  2. Delete - Remove an existing folder template.
  3. Manage Folders - Visualize and manage sub-folders structure within your folder template.

The Delete action on 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.

  1. The Folder Template ID value in the header is a unique identifier for each folder template and can be used within automation flows.
  2. 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.
  3. A row action menu containing action items available for each tree-view row item. 

When the row action menu is selected (see #3 above) these are the available options:

  1. Edit - Edit an existing folder name.
  2. Delete - Remove an existing folder and sub-folders within.
  3. Add a Sub-Folder - Allows adding a sub-folder directly within the folder row where action is initiated. (This action is only available up to three level deep hierarchy of the sub-folder structure within the folder template.)

The AdvoLogix Connector for SharePoint and Salesforce supports nesting of sub-folders up to three levels deep. The Manage Folders action will not allow you to create a folder structure more than three level deep.

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