Administrator Guide

Automatic Folder Creation

When a new item is created in Flex a Document folder can be automatically created. Additionally the folder name can be the default list name or take advantage of a custom column field.

Tip: Creating a new folder for a child item, such as a Contact, Opportunity, Case or Project, will also create a folder for its Account if one doesn’t exist.

The following Setting controls which items should have folders automatically created when a new item is added. This Setting uses the List name by default. See below for details on custom folder naming.

Setting Name: CreateDocumentFolderWhenSaveNewItemLists
Setting Value: Flex List names separated by commas

Quick Search & Folders

By clicking the Folder Icon in the Quick Search results (shown below) not only jumps the user to its Document folder but if a folder doesn’t exist, it is automatically created.

This feature is enabled by default. To turn this feature off so that the document folder no longer appears in the Quick Search add the following setting with a value of False.

Setting Name: QuickSearchShowCreateDocumentFolder
Setting Value: True/False

 

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