SuperSync Files Edit Path Settings

Overview 

This guide provides detailed instructions on configuring file path settings for SuperSync Files within your NetSuite environment. This will help administrators create an efficient file path structure or align it with an existing file path structure and existing naming conventions.

Prerequisites 

• SuperSync Files Bundle Installation
• SuperSync Files How to Create a Connection to SharePoint or SuperSync File Connecting to Google Drive
• NetSuite admin access

Step by Step Process 

1. In the top right corner, navigate to ... > SuperSync Files > Configs > Connections and select Record Type Configs
2. Select the record you wish to edit or select New SSF | Record Type Config.
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3. Navigate to the Connection dropdown and select the connection you would like to configure
   
   
4. Navigate to Record Type Select and select the record type this should apply to.
   NOTE - There are four options to choose from:
   - All Record Types - Applies configs to all record types
   - All Transaction Types - Applies configs to all transaction record types
   - All Entity Types - Applies configs to all entity record types
   - Any individual record type - Applies to the selected record type
   
   
5. Click Path Settings: 

The default settings will automatically create a folder within SharePoint at the connection location with the record type name and transaction or internal ID. As an example, if the record type is an Invoice, it will create a folder named “Invoice”. If there is a need to customize the folder path names and structure, that can be done from the Path Settings sub-tab. The formulas are very similar to saved search formulas.

• Record Type Folder Formula - allows the creation of all desired folders that should be created within the file path
• Specific Record Folder Formula - allows the creation of the final desired folder that should be created within the file path
• Record Path SuiteQL Query - allows the creation of fields or conditions that cannot be found using formulas
• Nest Under Parent Record - allows the creation of the folder path to start from a different record and add it to the current record config. As an example, the Sales Order number as the specific folder nested in Sales Orders under the customer path.
• In the following example the file path would look something like this: Customers/Netgain/Invoices/0001 

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Troubleshooting

If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.