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  • 1.  Easiest way to auto-upload PDFs from Google Drive?

    Posted 05-03-2022 16:58
    The title says it all.

    I have an APP that manages prospective and ongoing projects most of which have a dozen or so PDFs generated from other companies/clients and currently these go into a google drive automatically upon receipt and are sorted from there to the appropriate project. It would be much easier (and stop people from not adding them to the APP if they were automatically uploaded to the Documents table of the APP.

    What is the easiest method to achieve this?

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    Nicholas Geer
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  • 2.  RE: Easiest way to auto-upload PDFs from Google Drive?

    Posted 05-03-2022 17:06
    Do you want to have the pdf document added to the documents table or only create a link that will lead your users to Google Drive to view the document (that way it's not stored on Quickbase and doesn't count towards your attachment storage that can fill up quite quickly with PDFs. 

    In both situations, the most efficient way is probably to create a pipeline that connects Google Drive to Quickbase. You can set the trigger to be whenever a new file is uploaded to a particular folder on your Google Drive and then add either the URL of the file with its name to your documents table or upload the file to your documents table as a file attachment.

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    Adam Bonny
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  • 3.  RE: Easiest way to auto-upload PDFs from Google Drive?

    Posted 05-03-2022 17:26
    I understand what you are saying about attachment storage. Currently, we barely use our storage capacity but with time that could obviously change. 

    So something like

    Pipeline Trigger: File Created (uploaded to Google Drive folder)

    Action: Create a new entry on Documents table with a link to the Google Drive document

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    Nicholas Geer
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  • 4.  RE: Easiest way to auto-upload PDFs from Google Drive?

    Posted 05-04-2022 10:49
    Yes exactly!

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    Adam Bonny
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