SharePoint Connector Documentation
Index

Folder and Mapping Issues

This page helps you troubleshoot issues with folder structures and table mappings in the SharePoint Connector.

Common Folder Issues

Folder Not Created

Symptoms:

  • Expected folder doesn't exist
  • FactBox shows empty or error
  • Upload fails because no folder

Possible Causes and Solutions:

Cause Solution
No table mapping Create mapping for the table
Mapping not active Verify mapping configuration
No file uploaded yet Upload a file to create folder
Permission issue Check SharePoint permissions

Wrong Folder Path

Symptoms:

  • Documents in unexpected location
  • Path different than expected
  • Folder structure incorrect

Possible Causes and Solutions:

Cause Solution
Wrong Caption Field Check Caption Field setting
Alternative mapping Review alternative mapping priority
Parent mapping Check parent table configuration
Base Folder wrong Verify in SharePoint Setup

Duplicate Folders

Symptoms:

  • Multiple folders for same record
  • Slightly different names
  • Content split between folders

Possible Causes and Solutions:

Cause Solution
Name change Record name changed after folder created
Mapping change Configuration was modified
Special characters Name sanitizing creates variations

Mapping Issues

FactBox Not Appearing

Symptoms:

  • No SharePoint FactBox on page
  • Expected integration not visible

Possible Causes and Solutions:

Cause Solution
No table mapping Create mapping for this table
Page not extended May need page extension
Permissions User may lack permissions
License Check licensing status

Wrong Table Mapping

Symptoms:

  • Documents going to wrong location
  • Unexpected folder structure

Diagnostic Steps:

  1. Open SharePoint Table Mapping
  2. Find entry for the table
  3. Verify configuration
  4. Check for alternative mappings

Inherited Mapping Not Working

Symptoms:

  • Documents not inheriting parent folder
  • Each document creating new folder

Possible Causes and Solutions:

Cause Solution
Wrong mapping method Set to "Inherited Dynamic"
Parent mapping missing Create mapping for parent table
Parent link field wrong Verify Parent Link Field 1/2/3
No parent record Check record has valid parent

Path and Naming Issues

Special Characters in Names

Symptoms:

  • Folder creation fails
  • Names appear differently
  • Path errors

Solutions:

  1. Check Name Sanitizing setting in setup
  2. Use "Strict" for maximum compatibility
  3. Avoid problematic characters in BC data:
- `# % & * : < > ? / \ `

Path Too Long

Symptoms:

  • Error creating folder
  • Operations fail silently
  • Path truncated

SharePoint Limits:

  • Total path: ~400 characters
  • Folder name: ~255 characters

Solutions:

Action How
Shorter names Use shorter Caption values
Shallower nesting Reduce folder depth
Abbreviate Use codes instead of full names

URL Encoding Issues

Symptoms:

  • %20 appearing in paths
  • Folders not found
  • Path mismatch errors

Solutions:

  1. Don't use URL encoding in Base Folder
  2. Use actual spaces if needed
  3. Check for accidentally encoded values

Alternative Mapping Issues

Conditions Not Matching

Symptoms:

  • Document going to wrong folder
  • Alternative not being applied

Diagnostic Steps:

  1. Check field value matches exactly
  2. Verify priority order
  3. Test with known values
  4. Check for leading/trailing spaces

Priority Conflicts

Symptoms:

  • Unexpected folder routing
  • Sometimes correct, sometimes not

Solutions:

  1. Review all alternative mappings
  2. Ensure unique priorities
  3. Highest priority number wins -- give the most specific condition the highest priority
  4. Test each condition independently

Parent-Child Issues

Child Not Finding Parent

Symptoms:

  • Document creates own folder
  • Not using parent's folder

Possible Causes and Solutions:

Cause Solution
Parent Ref Field wrong Set correct field number
Parent value empty Check field has value
Parent not mapped Create parent mapping
Parent folder missing Create parent's folder first

Multi-Level Inheritance

Symptoms:

  • Deep hierarchy not resolving
  • Folders in wrong location

Check:

  1. Each level has proper mapping
  2. Parent references are correct at each level
  3. All intermediate folders exist

Diagnostic Tools

Checking Active Mappings

  1. Go to Active SharePoint Mapping
  2. Find the record
  3. View the stored folder path
  4. Compare to expected path

Verifying Configuration

Check Location
Table mapping SharePoint Table Mapping
Alternative mapping Alternative Mapping list
Auto-create subfolders Auto-Create Subfolders
Metadata Mapping Metadata

Testing Mapping

  1. Create a test record
  2. Upload a file
  3. Check where folder is created
  4. Verify path is correct

Resolution Steps

For Missing Folders

  1. Verify table mapping exists
  2. Check mapping configuration
  3. Verify SharePoint permissions
  4. Try uploading a file
  5. Check for error messages

For Wrong Paths

  1. Review Caption Field selection
  2. Check for alternative mappings
  3. Verify parent configuration
  4. Test with new record

For Inconsistent Behavior

  1. Document what's happening
  2. Check for recent configuration changes
  3. Review alternative mapping priorities
  4. Test systematically

Best Practices

Prevention

Practice Benefit
Test mappings Catch issues early
Document configuration Reference for troubleshooting
Use consistent naming Predictable results
Review before changes Understand impact

When Making Changes

Action Consider
Changing Caption Field Existing folders won't rename automatically; use Rename mapped folder on the Change Mapping page per record
Adding alternative Check priority doesn't conflict
Changing parent Child mappings affected