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 directly to your desktop.
ON THIS PAGE YOU WILL FIND: |
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REQUIREMENTS
Google account with Google Drive
WorkBook
INSTALLATION & CONFIGURATION
Navigate to the settings module > folders, reports & documents > Storage and folders
Go to the storage provider tab
Click the create storage provider icon
Select Google Drive in the dropdown menu > click ok
Enable the new Google Drive storage provider
Then press authenticate
Make sure you have pop ups enabled in your browser
In the pop up select your Google account > and sign in
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)
A new pop up will appear > click allow
After clicking allow the last pop up will appear and this includes a code that you will copy - ctrl + c / cmd + c
Navigate back into WorkBook > paste the code into the Google drive value field
Once the code has been input you’re done with the installation of Google Drive!
TROUBLESHOOTING
TESTING THE CONFIGURATION |
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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. |
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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Folders, Reports & Documents > Storage & Folders (Deltek WorkBook)
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