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