Files - How to Edit SuperSync Files Record Type Configs

Getting Started

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. 
   
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

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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Permissions Settings

If there is a need for permissions to differ from the overall connection level, that can be accomplished via the Permissions sub-tab. Permission settings will overwrite the connection level settings. This is often used for confidential information for accounting, HR, etc.

1. Select Permissions
2. Select Record Level Permissions Formula if a formula is needed to set permissions
3. Edit permission settings and select the role it should apply to. You can apply to multiple rolls Ctrl + select. Select Add when complete

Other Settings

• Auto-Create Sub-Folders List – Generates any number of sub-folders within the specific record folder. Each folder that should be automatically generated goes on a separate line.
• Always Attempt Sub-Folder Creation – When checked, every time SuperSync Files is opened on a record it will check to see if the sub-folders have been created and create them if they have not. If a folder name is changed it will create a duplicate folder with the original name before it was changed.
• Files Tab Name – Customize the display name of SuperSync files in the sub-tab on the NetSuite record.
• Small Icons – When checked, changes the size of icons within SuperSync files to small size.
• Ignore Saved Folder Path – When checked, overwrites the existing folder path every time SuperSync Files is opened on the transaction. Existing information will still be available in SharePoint but there will be a new folder path. This is typically unchecked once everything has been configured correctly and testing confirms this.
• Auto-Create Folder on Record Create – When checked, this will automatically create the folder path when the record is created instead of waiting for SuperSync Files to be opened on that record.
• Subfolder SuiteQL Query – This is used to generate sub-folders when making use of the Record Path SuiteQL Query in the Path Settings sub-tab.
• Show Tab Conditional Formula – Enables the SuperSync files sub-tab to not display when conditions in a formula are validated. View full size

Custom Record Fields