WorkBook integrates to Google Drive and allows your WorkBook instance to automatically create folder structures and other folders directly from WorkBook. WorkBook can be used in combination with the existing Google Drive functions, such as synchronize synchronizing directly to your desktop.
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REQUIREMENTS
Google account with Google Drive
WorkBook
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INSTALLATION & CONFIGURATION
Navigate to the settings Settings module > foldersFolders, reports & documents > Storage and folders
Go to the storage provider tab
Click the create storage provider icon
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Select Google Drive in the dropdown menu > then click ok OK
Enable the new Google Drive storage provider Then press authenticate by selecting the checkbox under column “Enabled”
Then click on the Authenticate button from the Sub-grid (the little key icon).
Make sure you have pop ups enabled in your browser
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In the pop-up select window, sign in to your Google account> and sign in
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. (click on ‘Use another account’ to sign in if you can’t find your account listed)
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Click show advanced
The reason for this action is that WorkBook has not yet verified the application. This step will be obsolete once it has been verified.
Click go to WorkBook (unsafe)
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A new pop up will appear > click allow
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On the next page loaded > click Allow
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After clicking allow the last pop up will appear and this includes a code that you will copy - ctrl need to copy (by either pressing Ctrl + c / cmd + c
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Cmd + C from your keyboard)
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Navigate back into WorkBook > paste the code into the Google drive value field
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Once the code has been input, you’re done with the installation of Google Drive!
TROUBLESHOOTING
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TESTING THE CONFIGURATION
You’re able to run a test with WorkBook’s test function to see if there is any connection issues or any issues with your integration.
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You can now enable the new storage and run the test to ensure there is no error and the integration has been successfully set up.
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TROUBLESHOOTING
MY STORAGE IS SLOW |
Yes, unfortunately using Google storage might be slower at generating folders when creating jobs. This is something your the team needs to be aware off. We recommend not using Google Drive if you feel the solution is too slow. |
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