Date: Thu, 28 Mar 2024 18:56:01 -0700 (PDT)
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Integrate your Google Drive files directly with your Agiloft wor=
kflows for easy editing and sharing using the very latest version of the fi=
le. Connecting directly to your files makes it possible to move seamlessly =
between Agiloft and the Google Suite.
This page walks you through the co=
nfiguration and setup to plug Google Drive directly into your KB.
Setting U the Google Drive In=
tegration
Complete the steps below to set up Google Drive.
- to: https://console.cl=
oud.google.com/apis/dashboard
- Log in with the Google workspace admin account for your company. If pro=
mpted, select the correct account, agree to the Terms of Service, and click=
Agree and Continue.
- Now, create a Project. Leave the Location field blank with No organizat=
ion selected.
- Select from the left pane.
- Click +Create Credentials from the top bar of the dashboard and choose =
Service Account from the drop-down list.
- Create a service account, giving it a Name and a Service Account ID.&nb=
sp;
- Click Create and Continue.
- Under Select a role, hover over Basic on the drop-down, and then select=
Owner.
- Click Continue and then cDone.
- Select Credentials from the left pane again.
- Click +Create Credentials from the top bar of the dashboard and choose =
OAuth Client ID from the drop-down list.
- to configure a consent screen, clic=
k Configure Consent Screen, select the External user type, and click Create=
.
- Under Application type, select Web Application and add a Name.
- Under Application Redirect URIs, click Add URI.
-
- to your KB.<=
/li>
- Copy the URL segment from the address bar on your browser from
ht=
tps://
to .com
.
-
/ui/oauth20callback
to the end of =
the URL, after .com
. There should only be one backslash before=
ui
.
- Click Create.
- Click Download JSON and save the output in a text file or similar. This=
contains the Client ID and Client Secret, which you will need later. =
- Select OAuth Consent Screen from the left pane.=
li>
- the Publishing Status is Testing.
- Under Test Users, click Add Users.
- Add the email you logged in with in step 2.
- Click Save.
- Select Library from the left pane.
- Search for Google Drive API.
- Select Google Drive API when it appears. It should be the first result.=
- Click Enable.
=
Authenticating in Y KB
The remaining steps of the integration are performed in your Agiloft KB.=
Complete this section to authenticate the Google Drive API connection in y=
our KB.
- Open your KB.
- Navigate to Setup > Access > Configure OAuth 2.0 Profiles=
.
- Click .
- Under OAuth 2.0 Identity(Auth) Provider Name, enter Google Apps.
- Under OAuth Provider Role, Google_APPS
- Check to make sure Redirect URI has the same URL value from step in Sett=
ing up the Google Drive API. If it also has :443 in it after
.com=
, you don't have to remove that.
- Under Client ID, enter the Client ID you saved in step 15f=
in Setting up the=
Google Drive API.
- Under Client / Consumer Secret, enter the Client Secret you saved in st=
ep 15f in Setting up the Googl=
e Drive API.=
span>
- Click Finish.
- Save the profile.
- Navigate to > Integration=
.
- Click Configure under Google Service Account Integration.
- While keeping your KB open, https://console.cloud.google.com/apis/dashboard
- In the top left-hand corner, click the menu icon and navigate to IAM & Admin > Service Accounts.
- Click the email address to open the Service Account.
- Navigate to the Keys tab.
- Click Add Key and select Create new key.
- Choose JSON and click Create.
- After the file is downloaded, open it.
- in the Google Service Account Integration, being car=
eful not to include quotation marks.
- Click .
File with Versioning Fields
Finally, you need to create or reconfigure any File with Versioning Fiel=
ds that you'd like to Google. This is determined in the Field wizard.
- Navigate to the configuration wizard of the File with Versioning field =
you plan to hold your Google Doc in.
- Navigate to the Options tab.
- Under Application for direct editing, select Google Docs. This means th=
at all Google Docs, as well as any .docx or .xlsx files, will be opened usi=
ng the Google Suite.
- Click Finish.
- In the table, open a file from the field you just modified using either=
View or Checkout.
- click Continue.
- You may be prompted to share information with Agiloft. Click Select All=
.
- Click Continue.
- Now that the file is open, log in to your Google Drive account.
- Locate a new folder called agiloft_documents and open it.
- .
- Add &nbs=
p;as an editor to this folder.
- Share the folder agiloft_documents with the Google Service accoun=
t.
- Navigate to https://console.cloud.goog=
le.com/apis/dashboard.
- Click Select credentials.
- Copy the service account email ID, and add it as an editor for th=
e agiloft_documents folder.
Your integration is now complete. You can open files directly in Google =
Docs from Agiloft, as well as have any edits you make automatically s=
ynced across platforms.
Legac=
y Integration
This section describes the legacy =
Google Drive integration, which is less powerful and no longer recommended.=
These steps are included for you to reference if you already have this int=
egration configured, and you need to troubleshoot that existing configurati=
on.
En=
abling Google Drive in File Fields
- Open the file field wizard by navigating to [Setup Table] =
> Fields > [Edit the field].
- Navigate to the Options tab.
- Select
- Press Finish to save.
Managing G=
oogle Documents
To attach a document stored in Google drive:
- Open the record where you want to attach a document, then locate the fi=
le field.
- Click Attach/Manage.
- In the Attachments window, choose one of the options in the External So=
urce Google section:
- New Document/Spreadsheet/Presentation - enter a docume=
nt name and click Create.
- Authenticate your Google login details.
- Grant the necessary access rights to the system.
- In the document window that opens, create the new document. The documen=
t will be saved as you work.
- Attach existing Doc/S/P - the Attachments window opens=
, and the docs list will be populated with all of the existing documents in=
your drive. This may take some time if you have a large drive folder. =
;
- You can search for documents by entering the name and clicking Search.<=
/li>
- Or select a document in the list.
Or enter the URL of a document in your drive and click Find=
, then select the result.
- You can also create new documents in this screen by selecting a d=
ocument type under the Create New section and following the same steps as a=
bove. Then enter the new document's URL into the existing URL field and cli=
ck Find. The new document will appear in the file list for selection. =
- Select the relevant document and click Attach.
- Upload Local File - click Choose File to select an Off=
ice or Google Docs file from your desktop.
- Click Upload.
- Authenticate your Google login details.
- The new document will be saved in the Attachments file field, and =
clicking the attached file will open it in Google Docs.
D=
isabling Google Drive in File Fields
If you do not want users to see the options to attach Googl=
e documents, you can disable the Google integration in the file fiel=
d wizard. To do so:
- Edit the file field in question by navigating to [Setup Table]&=
nbsp;> Fields > [Edit the field].
- Navigate to the Options tab.
- Select No under Allow Google Documents.
- Click Finish.
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