web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Disable Automatic Sharepoint folder creation

(0) ShareShare
ReportReport
Posted on by

Hi all,

I enabled Document Management for some Entities. I want to disable automatic creation of folders when a new record is created, because I want to manage a custom folder structure with Power Automate.

I expect to disable automatic creation on Document Management Wizard, but I don't find any section to do this...

Thanks

05407.Capture.PNG

6457.Capture_5F00_1.PNG

I have the same question (0)
  • Suggested answer
    Karun Profile Picture
    30 on at

    I think you should rather disable the SharePoint integration for this entity, If you want a custom folder structure and handle it in power automate.

  • Verified answer
    Kokulan Profile Picture
    18,054 on at

    Hi

    There is no setting to disable the automatic folder creation. The automatic folder creation only happens when the user navigates to the documents tab for the first time.

    You could trigger your flow on create of the record and create custom folder structure and then create the document location record for that particular record, setting the regarding and relative URL.  Once the document location record is created for a record, the system will NOT create folders automatically because it knows there is already one setup.

    In one of the projects I worked on back in 2015, I had to work on similar requirements like yours, that was for on-prem so I had the code in On Create plugin to setup custom folder structure and to create the document location record for that folder and never had any issues.

    With the flow approach, only issue you will have is if a user navigates to the documents tab lets say within 10-15 seconds before the flow triggered, the system will automatically create the folders. This will lead to a record having multiple folder locations, perfectly valid but the user will have to switch between document locations in the documents tab.

    To resolve the above issue, there are few approaches you could think about to improve how you setup the folder.

    01. You could create your flow so that it can be triggered using HTTP request and call that flow from a plugin or CWA that is real-time (Sync).  This will be a blocking operation so the folder will be setup as soon as the record is created and the users will not be getting any error and system wont create the folders automatically. Only downside to this approach is that when the user creates a record, the save will be taking few seconds more than usual save time.

    02. You could create a real-time workflow and create a placeholder document location record (at this point this record wont have the actual folder path). And your flow can then setup folder structure and update the folder path to the document location record you created using workflow. This approach will give invalid folder path error for about 10-10 seconds if any user tries to navigate to the document tab within 10-15 seconds from record creation time.

    Hope this helps

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 61

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 52 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans