Welcome to Portal

?Unknown\pull-down

Welcome to Zoho Cares

Bienvenido a Soporte de Zoho

Search our knowledge base, ask the community or submit a request.

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.

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:
  1. // Create a folder for the current month in Workdrive
  2. folder_name = "Audit_month-"+zoho.currenttime.getMonth();
  3. new_folder = zoho.workdrive.createFolder(folder_name, "oyw2o9aaeafa4c3e9421ca2ae4a8205d3c8c1", "workdrive_connection");

  4. // Fetch the ID of the new folder
  5. folder_id = new_folder.get("data").get("id");

  6. // Fetch the list of projects completed in current month
  7. projects_variable = Projects[End_date in this month];

  8. // Upload reports of the fetched projects to Zoho Workdrive
  9. for each rec in projects_variable
  10. {
  11.  response = zoho.workdrive.uploadFile(rec.Report, folder_id, rec.Project_title, false, "workdrive_connection");
  12. }

See how it works         

 
 


Helpful?00
Updated: 3 years ago
Share :