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Link to configured SharePoint folder

WORKFLOW ACTION

When an item has a SharePoint folder created for it using one of the folllowing automations or workflows…

…we normally suggest also using the Secure Embed item view to interact with the files in the SharePoint folder.

It is however, also possible to add a link to the configured folder in a column of type Link for the item.

To use this workflow action, we recommend adding it to the end of a workflow, for example after the Create folder for item in SharePoint workflow action, like so:

Screenshot 2025-09-08 at 23.57.38.png

How the workflow works

Here’s a walkthrough video to show how the workflow feature works.

Start at [01:54] for the “Link to configured SharePoint folder” part:

https://www.youtube.com/watch?v=_51-f8DmaQw
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