Create custom document location with folder on SharePoint as the user who creates a Lead

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Posted on by KVa

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Dear community,

I am trying to create a workflow (flow or dynamics) which creates a new document location and the corresponding folder on SharePoint. The trigger for the workflow is when a new Lead is created. The creator of the new folder in SharePoint must be the user, who created the new Lead.

Using Dynamics workflows I am not able to create the folder on SharePoint.

Using Flow, I am not able to set the user, as the user who created the lead.

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KVa 293 on at

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RE: Create custom document location with folder on SharePoint as the user who creates a Lead

Hi Ioannis,

thank you for the insightful links. Unfortunately, the flow approach always creates the folders as the user who created the flow, not as the user who triggered the action by creating the lead.
Ioannis Vrasenikis on at

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RE: Create custom document location with folder on SharePoint as the user who creates a Lead

Hi KVa,

I could find another blog post which is addressing your requirements via Flows.

https://community.dynamics.com/365/b/dynamics365enterprisecloudfronts/posts/create-folder-strucutre-in-sharepoint-using-ms-flows

This post originally was created by the partner CloudFronts, which you can find here: https://www.cloudfronts.com/create-folder-strucutre-in-sharepoint-using-ms-flows/

Would this approach fulfil your needs?

Let us know