Document Repository for Google Drive

Creates a document repository for Google Drive. You can use this document repository in any File Upload form control in a specified app, and in any process activities that use document repositories.

Figure 1. Google Drive Create Document Repository screen

Google Drive Create Document Repository screen

Background and Setup

Examples

Prerequisites

Good to Know

  • This screen may look different in different places. The UI varies for this screen depending upon how you open it. However, the fields for this screen are the same in all places.
  • Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

There are several ways to open a document repository for Google Drive. How to open the document repository depends on where you want to use it.

Modern Add an App Experience

Create a document repository for an app in the Modern Add an App Experience.

  1. In App Builder, in the Modern Add an App Experience, create an app.
    For more information, refer to:
  2. On the Anything else right now? screen, in the Document Repositories field, click Create.

    Anything Else Right Now screen
  3. On the Where do you keep the files for your app? screen, select Google Drive.

    Select Google Drive
  4. Click Next.

Select a Data Source for a File, Modern Add an App Experience

Select a document repository to upload, store, or access a file in the Modern Add an App Experience. This screen can be accessed in different ways and for different purposes when you create an app, such as an Excel file used as a data source, or a template for an eForm.

  1. In App Builder, in the Modern Add an App Experience, create an app.

    For more information, refer to:

  2. On the Select a Repository screen, select Google Drive.

    Select GoogleDrive
  3. Click Next.

App Builder

Create a document repository to use in any File Upload form control in a specified app.

  1. Click App Builder.

    Click App Builder
  2. On the App Builder Home screen, click All Apps.

    Click All Apps
  3. On the All Apps screen, on an app, click Edit Edit icon.

    Click Edit
  4. On the App Details screen, click Add New Add New icon > Document Repository.

    Click Document Repository
  5. On the Where do you keep the files for your app? screen, select Google Drive.

    Select Google Drive
  6. Click Next.

eForm Builder

Create a document repository for any File Upload form control in a specified app.

  1. On the File Upload form control configuration screen, on the Configure tab, click Add Repository.

    For information about how to open this screen, refer to File Upload form control.


    Click Add Repository
  2. On the Choose Document Repository screen, select Google Drive.

    Click Google Drive
  3. Click Next.

Process Builder (Activities)

Different document repository types can be created in context and used in process activities that use file storage:

  • These activities on the ABBYY Vantage tab:
    • Get Results activity
    • Start Transaction activity
  • These activities on the AgilePoint NX tab:
    • Export App activity
    • Import App activity
  • These activities on the Amazon SageMaker tab:
    • Get Image Classification activity
    • Image Classification - Adapt Flow activity
    • Image Classification - Initiate Subprocess activity
    • Image Classification - Send Notification activity
  • This activity on the Asana tab:
    • Upload Attachment activity
  • These activities on the Data Entities tab:
    • Export Records activity
    • Import Records activity
  • These activities on the Digital Signature tab:
    • Adobe Sign Create Agreement activity
    • Adobe Sign Download Agreement activity
    • DocuSign eSign Request activity
    • DocuSign eSign Document Download activity
    • Sertifi eSign Request activity
    • Sertifi eSign Document Download activity
  • Any activity on the Document tab
  • These activities on the Google AI tab:
    • Analyze Image activity
    • Speech To Text activity
    • Text To Speech activity
  • These activities on the Jira Software tab:
    • Add Attachment activity
    • Create Issue activity
  • These activities on the MS Cognitive Services tab:
    • Analyze Image activity
    • Face Recognition activity
    • Generate Thumbnail From Image activity
    • Read Handwritten Text From Image activity
    • Read Text in Image activity
  • This activity on the NVIDIA NIM tab:
    • Create Image activity
  • This activity on the OpenAI tab:
    • Create Image activity
  • These activities on the Salesforce tab:
    • Add Attachment activity
    • Download Attachment activity
  • This activity on the ServiceNow tab:
    • Add Attachment activity
  • This activity on the Stripe tab:
    • Download Invoice activity
  • This activity on the Twilio SendGrid tab:
    • Send Email activity
  • These activities on the Zendesk tab:
    • Create Ticket activity
    • Create Ticket Comment activity
    • Create User activity
    • Update User activity

Fields

Field NameDefinition

Name
Description:
The name of the target repository.
Allowed Values:
One line of text (a string).

Not Accepted:

  • Spaces
Default Value:
None
Example:
Refer to:

Access Token
Description:
Specifies the access token that connects to your Google Workspace application.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Variables:
No
Example:
Refer to:

Add New Add New icon
Opens this Screen:
Access Token for Google Workspace
Function of this Screen:
Configure an access token to connect to Google Workspace.
Example:
Refer to:

Folder
Description:
Specifies the path of the folder.
Allowed Values:
  • Choose Folder Path - Specifies an absolute path for the folder.
  • Dynamic Folder Path - Specifies a variable that stores the relative path of the folder.
Default Value:
Choose Folder Path.
Accepts Variables:
Yes
Example:
  • ${HomeDirectory}\sample2.doc
  • MyFolder1/Sample3.doc

Also refer to:

Limitations:

In the Choose Folder Path field, support for a document set is available in these releases:

File Path
Description:
Specifies the path of the file.
Allowed Values:
  • Choose File Path - Specifies an absolute path for the file.
  • Dynamic File Path - Specifies a variable that stores the path for the file.
Default Value:
Dynamic File Path
Accepts Variables:
Yes
Limitations:
  • This field applies only to these process activities:
    • Excel Read (Document) activity
    • Excel Write (Document) activity
    • Read Excel Table activity
    • Write Excel Table activity
    • Excel Read (SharePoint) activity
    • Excel Write (SharePoint) activity
    • Excel Calculate activity
  • In the Dynamic File Path field, support for shared variables is available in these releases:

File Name / Filter
Description:
Specifies the file name or a set of files expressed with the filter expression to search within the specified source location.
Allowed Values:
  • File Name - Specifies the name of the file in your storage source location.
  • Filter - Specifies a file name or a filter string that uses asterisks (*) as wildcards.
Default Value:
Filter
Accepts Variables:
Yes
Example:
These are some examples of filter expressions:
  • *.* - All files are searched.
  • *.txt - The files that have the .txt file extension are searched.
  • *.pdf - The files that have the .pdf file extension are searched.
  • MyFile.* - All files start with MyFile are searched.
  • *[part of file name]* - All files that contain the specified part of file name are searched.
  • *.xml - The files that have the .xml file extension are searched.
  • *.doc - The files that have the .doc file extension are searched.
  • MyFile.xml - Only the specific file MyFile.xml is searched.

The filter action is done at the source location specified in the activity.

Limitations:

Recursive
Description:
Specifies if the activity's action — such as copy, upload, or delete — is recursive. In other words, it specifies if the activity does the action again in the subfolders of the target location
Allowed Values:
  • Deselected - The activity does the action only on the files in the specified source folder. There is no effect on files in subfolders.
  • Selected - The activity does the action on the files in the specified source folder, as well as the files in the subfolders.
Default Value:
Deselected
Limitations:

New Folder
Description:
Specifies the name of the folder to create in the repository.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts Variables:
Yes

Overwrite The File
Description:
Specifies if the activity replaces the file if it already exist with the same name at the specified target location.
Allowed Values:
  • Deselected - The activity saves the file with a different name.
  • Selected - The activity replaces the file if it exists with the same name at the target location.
Default Value:
Selected