Create a Folder in NetSuite

Create Folder Configuration Screen

Prerequisites

• Create an access token for your NetSuite application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the NetSuite tab.
     2. On the NetSuite tab, drag the Create Folder activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Create Folder .

Procedure

1. On the Create Folder Configuration screen, in the NetSuite field, select your NetSuite access token.

   To create a new access token, click Add Token . For more information, refer to New NetSuite Access Token.

2. In the Folder Name field, enter a name for your folder.
3. (Optional) To store the folder ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Folder ID to Process Attribute.

   Field Name	Definition
   Store the Response Folder ID to Process Attribute	Function: Specifies the process data variable that contains the folder ID. Accepted Values: A process data variable. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• Configure General Options for a CRM Activity
• Create Folder (NetSuite) activity
• Process Data Variables