Upload File (Google Drive) v1.0.0 Help ​

Uploads a file defined via URL to a specified folder in the connected Google Drive account.

How can I use the Step? ​

Use this Step to upload a file defined via URL to an existing or the root folder of the connected Google Drive account.

How does the Step work? ​

You select an authorization connected to a Google Drive account and define the file URL and the location where to upload it. Optionally, you can define a new file name. When this Step is reached during execution, the file is uploaded, and the Flow proceeds down the next exit. An option to select the Flow behavior in case the specified folder isn’t found is available.

Prerequisites ​

To be able to use any Step from the Google Drive toolkit, first, you must do the following:

1. Create a new or use an existing Google Cloud Project in your Google Cloud Console. To create a new project, follow these instructions.
2. Create an Authorization by connecting your OneReach.ai account with the Google Cloud Project. Find the step-by-step instructions on how to do this in the collapsible group of the respective Authorization type modal window.

Authorization ​

To set up an authorization, do the following:

1. Select the Authorization type in the dropdown.
2. Select one of the two options:

• Click the Select authorization in current step option to select an authorization from the respective dropdown in this Step. Use this option when you need to:
  • Create a new authorization;
  • Select a previously created authorization manually.
• Select the Inherit from previous step option to choose the authorization used in the last executed Step of the Google Drive/Calendar toolkits in the Flow. Use this option when you have already created an authorization of the selected Authorization type and used it previously in the Flow.

Authorization type ​

The Google Drive and Google Calendar toolkits support two Authorization types:

• OAuth 2.0
• Service account

The OAuth 2.0 authorization is used to authenticate as an end user and access user data in your app. It requires your app to request and receive consent from the user.

The Service account authorization is used to authenticate as a robot service account or to access resources on behalf of Google Workspace or Cloud Identity users through domain-wide delegation. A service account is a special kind of account used by an application rather than a person. Read more here.

Create a new authorization ​

To create a new authorization, do the following:

1. Select the Authorization type in the respective dropdown.
2. Click the Select authorization in current step button.
3. Click the Gear button, then Add, or select to Create new authorization in the dropdown.
4. A modal window for creating a new authorization will pop up. Follow the instructions in the modal's collapsible. When finished, the created Authorization name will be added to the list in the dropdown.
5. Select respective Authorization name in the Select authorization in current step dropdown.

Select authorization in current step ​

The Select authorization in current step dropdown lists every authorization added to your OneReach.ai account.

• To choose an authorization, select its name in the dropdown.

The gear button contains options to Add a new or Delete an existing authorization, as well as to Refresh the list of added authorizations.

Click Edit to update the Service account authorization fields. You can also Reauthorize an OAuth 2.0 authorization.

Warning! If an external app was created in the OAuth Consent Screen, you need to reauthorize the created authorization in all Flows once approximately every 7 days.

Inherit from previous step ​

When you add a Step from the Google Drive/Calendar toolkit to the Flow, you are expected to manually choose the Authorization type and then an authorization from the respective dropdowns. If you add another Step from these toolkits to the Flow and their selected authorization types match, the option to Inherit from previous step is chosen by default. When selected, it continues to use the same authorization defined in the previous Step of the Google Drive/Calendar toolkit without needing to select it manually.

Warning! If the Inherit from previous step option is selected, but there is no Step with the matching Authorization type in the Flow, the Step results in an error.

Upload settings ​

To set up this section, take the following steps:

1. Provide the File URL.
2. Optional: switch on the Customize file name and provide a new File name.
3. Select the Location on the Google Drive where to upload the file.

File URL ​

The URL to the uploaded file must begin with http:\\ or https:\\ and end with the filename and extension.

Warning! The URL should lead directly to a file. If an indirect link (e.g. a sharing link to a file stored in a Google Drive) is provided, a Google Document with the HTML of the webpage will be uploaded.

File name ​

By default, the Step uploads the file using the original file name. To change the file name, turn on the Customize file name toggle and provide a new name. The file name should be defined without an extension, otherwise it will become part of the name.

Location ​

By default, the uploaded file will be added to the root folder of the connected Google Drive account. To add it to a specific folder, select that option, then provide the folder ID value. Folder ID is a unique identifier of an existing folder in a Google Drive account. It can be extracted as a merge field value with the help of List Items in Folder (Google Drive) or Find Items (Google Drive) Steps.

Note: Selecting the specific folder option adds the conflict handling section to the Step.

Conflict handling ​

By default, in case folder is not found, the Flow will proceed down the not found exit. Select the next or error option in the dropdown to take the Flow down the respective exit.

Note: The not found exit is removed from the Flow tree if a different exit is selected.

Merge field settings ​

The Step stores the output data in a JSON object under the name provided in the Merge field name. To learn more about Merge fields, their types, and how to work with them, follow this link.

Output example ​

The output data includes the following properties:

See below an example of the Merge field object's structure:

{
  "file": {
    "id": "",
    "name": "",
    "parents": [
      ""
    ]
  }
}

{
  "file": {
    "id": "",
    "name": "",
    "parents": [
      ""
    ]
  }
}

The output data changes depending on the selected exit in case the item or folder is not found:

• next - {}
• not found - null

Error handling ​

By default, the Step handles errors using a separate exit. If an error occurs during the Step execution (e.g., if the authorization data is invalid), the Flow proceeds down the error exit. For more information on error handling, follow this link.

Reporting ​

The Step automatically generates Reporting events during its execution, allowing for real-time tracking and analysis of its performance and user interactions. To learn more about Reporting events, follow this link.

Services dependencies ​

• studio v3.58.0
• authorization Manager v1.3.8

Release notes ​

v1.0.0

• Initial release