Where is the Folder Structure settings stored in Dynamics CRM?

(0) Share

Report

Posted on by Parth Bhaidani

Hi Experts,

Wanted to know where exactly is the Folder Structure settings stored in Dynamics CRM, because while enabling the SharePoint, we have the option of defining Based on Entity structure, and, if we were to programmatically create the Document Locations, we cannot ascertain whether the Folder Structure is Based on Entity or not.

2018_2D00_10_2D00_25-20_5F00_11_5F00_29_2D00_Document-Management-Settings.png

Any help or guidance in the right direction would be real help!

Thanks!!!

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (1)

Suggested answer

Wayne Walton 13,730 on at

Like (1)

Report

If you're doing it programmatically, you will want to just manually create SharePoint Document Locations and set the parent structures up yourself. That entity and its relationships should do what you're looking for.

Was this reply helpful? Yes No
Parth Bhaidani 65 on at

Like (0)

Report

Hi Wayne,

Thanks a lot for your prompt reply.

The main question here is, how would I know whether the document location that I am about to create would have the Folder Structure Based off of entity or not Based off of entity.

Thanks!

Was this reply helpful? Yes No
Wayne Walton 13,730 on at

Like (1)

Report

You would define that yourself, if you're building them. The checkbox in your screenshot is only if you're asking Dynamics to build the folders. And you're not.

Was this reply helpful? Yes No
Parth Bhaidani 65 on at

Like (0)

Report

Still, wouldn't it be stored somewhere in CRM, so that next time when the folder is being created even by the OOB steps the CRM knows what should be the folder hierarchy?

Was this reply helpful? Yes No
RaviKashyap 55,410 Moderator on at

Like (0)

Report

Hi Parth,

Are you referring to the setting which appears under the Document Management Settings i.e. "Based on entity"? If yes that this setting is not specific to entity but its a global setting for all entities. The setting must be stored in CRM but I don't think it is exposed via SDK.

As mentioned above by Wayne, if you are creating your folder structure manually then you can decide if you want folder hierarchy or not.

I have built the same functionality and I am storing this on my own custom entity i.e. I have my own setting in my config entity which says if the code should use hirarchy or not.

Hope this helps.

Was this reply helpful? Yes No
Verified answer

Dimcho Tsanov 5 on at

Like (1)

Report

"Based on entity" value is stored insde the "folderstructureentity" property of the "sharepointsites" entity. So this values is not global but per site! If you select "Account" as in your screenshot, the value of "folderstructureentity" will be "account" for the selected site url. If the checkbox is not selected, the "folderstructureentity" is "none".

Was this reply helpful? Yes No