Periodically upload files in Zoho Creator to Zoho Workdrive

Requirement

Perform integration between Zoho Creator and Zoho Workdrive, and use Schedules to upload files from Creator to Workdrive on a monthly basis .

Use Case

A project tracker app maintains report files of finished projects in a form - Projects. At the beginning of each month, report files of the projects completed in the previous month will be submitted for audit. To achieve this, a schedule will be run at the end of each month to create a new folder for the current month and push all the relevant project reports to the newly created folder automatically.

see how it works

Steps to follow

1. Create a form with the following details.

Form	Form Link Name	Field Type	Field Name	Field Link Name
Projects	Projects	Single Line	Company	Company
		Single Line	Project title	Project_title
		Single Line	Report	Report

This use case can be demonstrated using just the above-mentioned fields. You can include as many fields as required.

2. Create a connection with the following details.

This connection is used to authenticate the Zoho Workdrive account in which the files will be uploaded.

3. Create a schedule with the following details.

4. Click Add New Action > Deluge Script and add the following snippet:

// Create a folder for the current month in Workdrive
folder_name = "Audit_month-"+zoho.currenttime.getMonth();
new_folder = zoho.workdrive.createFolder(folder_name, "oyw2o9aaeafa4c3e9421ca2ae4a8205d3c8c1", "workdrive_connection");
// Fetch the ID of the new folder
folder_id = new_folder.get("data").get("id");
// Fetch the list of projects completed in current month
projects_variable = Projects[End_date in this month];
// Upload reports of the fetched projects to Zoho Workdrive
for each rec in projects_variable
{
response = zoho.workdrive.uploadFile(rec.Report, folder_id, rec.Project_title, false, "workdrive_connection");
}

See how it works

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