SharePoint Online - Creating a New Folder from a Template Folder

What's New

In previous versions we added the options to create SharePoint folders and link them to Work Items in Clarizen, and also to define the default folder when uploading files.

We have further extended this functionality by adding the option to create a new folder based on another folder (a template folder). The new folder is created with all the content of the template folder. The new functionality is available via the interface and in Configurations.

How it Works

User Interface

When adding the folder via the Clarizen interface (Add Related), select the SharePoint folder from which you want to copy the contents. A new folder is created with a copy of the contents.

Configurations

You can also create folders using the template folder programmatically using configurations.

In Set Actions, enter the relative path to the template folder in the Copy SharePoint folder field.

Note: A forward slash denotes the root. So "/2/3" in the example below defines the "3" folder under root/"2" folder.

 

 

 

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Comments

  • Avatar
    Antony Willers

    Does this just track the SharePoint URL, or can I also open and upload files from Clarizen to SharePoint? Will the URL be updated automatically if files are moved in SharePoint?

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