Google Docs modules
CREATED FOR:
- User
The ÃÛ¶¹ÊÓƵ Workfront Fusion Google Docs modules enable you to monitor, create, edit and retrieve documents in your Google Docs and Google Docs (for Google Workspace users).
In order to use Google Docs with ÃÛ¶¹ÊÓƵ Workfront Fusion, it is necessary to have a Google account. If you don’t have a Google account yet, you can create one at the Google Account help page.
If you need instructions on creating a scenario, see Create a scenario in ÃÛ¶¹ÊÓƵ Workfront Fusion.
For information about modules, see Modules in ÃÛ¶¹ÊÓƵ Workfront Fusion.
Access requirements
You must have the following access to use the functionality in this article:
Current license requirement: No Workfront Fusion license requirement.
Or
Legacy license requirement: Workfront Fusion for Work Automation and Integration
Current product requirement: If you have the Select or Prime ÃÛ¶¹ÊÓƵ Workfront plan, your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion as well as ÃÛ¶¹ÊÓƵ Workfront to use functionality described in this article. Workfront Fusion is included in the Ultimate Workfront plan.
Or
Legacy product requirement: Your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion as well as ÃÛ¶¹ÊÓƵ Workfront to use functionality described in this article.
To find out what plan, license type, or access you have, contact your Workfront administrator.
For information on ÃÛ¶¹ÊÓƵ Workfront Fusion licenses, see ÃÛ¶¹ÊÓƵ Workfront Fusion licenses.
Prerequisites
To use Google Docs modules, you must have a Google account.
Google Docs API information
The Google Docs connector uses the following:
Google Docs modules and their fields
When you configure Google Docs modules, Workfront Fusion displays the fields listed below. Along with these, additional Google Docs fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.
If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in ÃÛ¶¹ÊÓƵ Workfront Fusion.
Document
Watch Documents
This trigger module returns document details when a new document is created or modified in the selected folder.
Select the type of drive you want to monitor.
-
My Drive
Select the folder you want to watch for created or modified documents.
-
Shared With Me
Select the folder you want to watch for created or modified documents.
-
Google Shared Drive (available for Google Workspace users only)
Select whether you want to Use Domain Admin Access. Selecting Yes issues the request as a domain administrator, and all shared drives in which the requester is an administrator are returned.
Select the shared drive you want to watch.
Note: If you have selected the Google Shared Drive option in this field and you are not a Google Workspace user, the error
[400] Invalid Value
is returned.
List Documents
This action module retrieves a list of documents from the selected folder.
Select the type of drive you want to list documents from.
-
My Drive
Select the folder you want to list documents from.
-
Shared With Me
Select the folder you want to list documents from.
-
Google Shared Drive (available for Google Workspace users only)
Select whether you want to Use Domain Admin Access. Selecting Yes issues the request as a domain administrator, and all shared drives in which the requester is an administrator are returned.
Select the shared drive you want to list documents from.
Note: If you have selected the Google Docs option in this field and you are not a Google Workspace user, the error
[400] Invalid Value
is returned.
Get Content of a Document
This action module retrieves a specified document.
You may need to extend your permissions.
Select the type of drive that contains the document you want to retrieve.
-
My Drive
Select the folder that contains the document you want to retrieve.
-
Shared With Me
Select the folder that contains the document you want to retrieve.
-
Google Shared Drive (available for Google Workspace users only)
Select whether you want to Use Domain Admin Access. Selecting Yes issues the request as a domain administrator, and all shared drives in which the requester is an administrator are returned.
Select the shared drive that contains the document you want to retrieve.
Note: If you have selected the Google Docs option in this field and you are not a Google Workspace user, the error
[400] Invalid Value
is returned.
Select the object you want to be returned in the module's output.
- Image (default)
- Drawing
- Chart
Note:
For further mapping of these objects, please use the Inline Objects Array value in this module's output (instead of inlineObjects).
The Inline Objects Array objects are sorted in the same order they appear in the document. It will make any further processing easier.
Create a Document
This action module allows you to create a new document in the selected folder.
Select the type of drive where you want to create a document.
-
My Drive
Select the folder where you want to create a document.
-
Shared With Me
Select the folder where you want to create a document.
-
Google Shared Drive (available for Google Workspace users only)
Select whether you want to Use Domain Admin Access. Selecting Yes issues the request as a domain administrator, and all shared drives in which the requester is an administrator are returned.
Select the shared drive where you want to create a document.
Note: If you have selected the Google Docs option in this field and you are not a Google Workspace user, the error
[400] Invalid Value
is returned.
Create a Document From a Template
This action module creates a copy of an existing template document and replaces any tags. This module also allows users to replace images with new images by URL.
- By Mapping
Select this option to map the document template. - By Dropdown
Select this option to choose the document template from the drop-down menu.
Select the type of drive where your template is located. This option is available if you selected By Dropdown in the previous field.
-
My Drive
Select the folder where your template is located.
-
Shared With Me
Select the folder where your template is located.
-
Google Shared Drive (available for Google Workspace users only)
Select whether you want to Use Domain Admin Access. Selecting Yes issues the request as a domain administrator, and all shared drives in which the requester is an administrator are returned.
Select the shared drive where your template is located.
Note: If you have selected the Google Docs option in this field and you are not a Google Workspace user, the error
[400] Invalid Value
is returned.
Enter the values that will be entered instead of the variables to the new document.
- Tags
Enter the tags that are contained in the document template. Do not use{{}}
. Example: usename
instead of{{name}}
. - Replaced Value
Enter the value of the tag.
For example the {{name}}
variable in the source document will be displayed as the name field here, where the value can be inserted, such as John
.
Enter the link to the Image Object ID and Image URL that will replace the current image.
Note: You can retrieve the image IDs by using Get a Document module, where the IDs are contained in the array Inline Object Array.
We recommend that you add ALT text to images in your Google document.
To add an ALT Text to the Google Docs image:
- Right click on the image.
- Select the ALT text option.
- Enter the ALT text in the Title field and click OK.
After the ALT text is added to the image, the ALT text is displayed in the field name in parentheses.
Select the type of drive where your template is located. This option is available if you selected By Dropdown in the previous field.
-
My Drive
Select the folder where you want the document to be created.
-
Shared With Me
Select the folder where you want the document to be created.
-
Google Shared Drive (available for Google Workspace users only)
Select whether you want to Use Domain Admin Access. Selecting Yes issues the request as a domain administrator, and all shared drives in which the requester is an administrator are returned.
Select the shared drive where you want the document to be created.
Note: If you have selected the Google Docs option in this field and you are not a Google Workspace user, the error
[400] Invalid Value
is returned.
Insert a Paragraph to a Document
This action module appends or inserts a new paragraph to an existing document.
- By Mapping
Select this option to map the document. - By Dropdown
Select this option to choose the document from the drop-down menu.
Select the type of drive where the document you want to add a paragraph to is located. This option is available if you selected By Dropdown in the previous field.
-
My Drive
Select the folder where the document you want to add a paragraph to is located, then select the document.
-
Shared With Me
Select the folder where the document you want to add a paragraph to is located, then select the document.
-
Google Shared Drive (available for Google Workspace users only)
Select whether you want to Use Domain Admin Access. Selecting Yes issues the request as a domain administrator, and all shared drives in which the requester is an administrator are returned.
Select the shared drive where the document you want to add a paragraph to is located, then select the document.
Note: If you have selected the Google Docs option in this field and you are not a Google Workspace user, the error
[400] Invalid Value
is returned.
Select how you want the new text to be inserted in the document.
-
By specification of location
-
By index
-
Index
Enter the Index number where you would like to insert your text. You can use the Get a Document module retrieve Index number.
To display all characters (including hidden) in the document, you can use the Show add-on. You can find the add-on under Add-ons > Get add-ons. Search for Show and install the Show add-on.
-
Inserted text
Enter the text you want to insert to the document.
-
-
By segment ID
Select the header and footer you want to insert the text content to and enter the text you want to insert to the corresponding fields.
If the header or footer already contains text, the new text will be added before the existing text.
-
-
By appending to the body of the document
Appends entered text at the end of the document's body content.
The style of the new paragraph will be copied from the paragraph at the current insertion index, including lists and bullets.
-
By appending to the end of segment (Header and Footer)
Select the header and footer you want to insert the text content to and enter the text you want to insert to the corresponding fields.
If the header or footer already contain text, the new text will be added after the existing text.
Insert an Image to a Document
This action module inserts an image from the URL to the document.
- By Mapping
Select this option to map the document template. - By Dropdown
Select this option to choose the document from the drop-down menu.
Select the type of drive where the document you want to add an image to is located. This option is available if you selected By Dropdown in the previous field.
-
My Drive
Select the folder where the document you want to add an image to is located, then select the document.
-
Shared With Me
Select the folder where the document you want to add an image to is located, then select the document.
-
Google Shared Drive (available for Google Workspace users only)
Select whether you want to Use Domain Admin Access. Selecting Yes issues the request as a domain administrator, and all shared drives in which the requester is an administrator are returned.
Select the shared drive where the document you want to add an image to is located, then select the document.
Note: If you have selected the Google Docs option in this field and you are not a Google Workspace user, the error
[400] Invalid Value
is returned.
Select how you want the new image to be inserted in the document.
-
By specification of location
-
By index
-
Index
Enter the Index number where you would like to insert your image. You can use the Get a Document module retrieve Index number.
To display all characters (including hidden) in the document, you can use the Show add-on. You can find the add-on under Add-ons > Get add-ons. Search for Show and install the Show add-on.
-
Image URL
Enter the URL of the image you want to insert to the document.
The maximum image size is 50 MB. Must not exceed 25 megapixels. Only PNG, JPEG or GIF format is supported.
-
-
By segment ID
Select the header and footer you want to insert the image to and enter the image URL to the corresponding fields.
The maximum image size is 50 MB. The image must not exceed 25 megapixels. Only PNG, JPEG, or GIF format is supported.
-
-
By appending to the body of the document
Appends a specific image at the end of the document's body content.
-
By appending to the end of segment (Header and Footer)
Select the header and footer you want to insert an image to and enter the image URL you want to insert to the corresponding fields.
Replace an Image with a New Image
This action module replaces an existing image. The aspect ratio of the original image will be maintained.
- By Mapping
Select this option to map the document template. - By Dropdown
Select this option to choose the document from the drop-down menu.
Select the type of drive where the document you want to replace an image is located. This option is available if you selected By Dropdown in the previous field.
-
My Drive
Select the folder where the document you want to replace an image is located, then select the document.
-
Shared With Me
Select the folder where the document you want to replace an image is located, then select the document.
-
Google Shared Drive (available for Google Workspace users only)
Select whether you want to Use Domain Admin Access. Selecting Yes issues the request as a domain administrator, and all shared drives in which the requester is an administrator are returned.
Select the shared drive where the document you want to replace an image is located, then select the document.
Note: If you have selected the Google Docs option in this field and you are not a Google Workspace user, the error
[400] Invalid Value
is returned.
Enter or map the URL of the new image that will replace the existing image.
Images are listed in the order they appear in the document. For example, Body: Image No. 1
is the first image in the document.
Replace Text in a Document
This action module replaces text in a document.
- By Mapping
Select this option to map the document template. - By Dropdown
Select this option to choose the document from the drop-down menu.
Select the type of drive where the document you want to add text to is located. This option is available if you selected By Dropdown in the previous field.
-
My Drive
Select the folder where the document you want to add text to is located, then select the document.
-
Shared With Me
Select the folder where the document you want to add text to is located, then select the document.
-
Google Shared Drive (available for Google Workspace users only)
Select whether you want to Use Domain Admin Access. Selecting Yes issues the request as a domain administrator, and all shared drives in which the requester is an administrator are returned.
Select the shared drive where the document you want to add text to is located, then select the document.
Note: If you have selected the Google Docs option in this field and you are not a Google Workspace user, the error
[400] Invalid Value
is returned.
Add each text that you want to replace.
-
Old text to be replaced
Enter the text you want to replace.
-
New text to be inserted
Enter the new text.
Download a Document
This action module converts and downloads the selected document.
Select the type of drive where the document you want to download is located.
-
My Drive
Select the folder where the document you want to download is located, then select the document.
-
Shared With Me
Select the folder where the document you want to download is located, then select the document.
-
Google Shared Drive (available for Google Workspace users only)
Select whether you want to Use Domain Admin Access. Selecting Yes issues the request as a domain administrator, and all shared drives in which the requester is an administrator are returned.
Select the shared drive where the document you want to download is located, then select the document.
Note: If you have selected the Google Docs option in this field and you are not a Google Workspace user, the error
[400] Invalid Value
is returned.
Delete a Document
This action module deletes a document.
Select the type of drive where the document you want to delete is located.
-
My Drive
Select the folder where the document you want to delete is located, then select the document.
-
Shared With Me
Select the folder where the document you want to delete is located, then select the document.
-
Google Shared Drive (available for Google Workspace users only)
Select whether you want to Use Domain Admin Access. Selecting Yes issues the request as a domain administrator, and all shared drives in which the requester is an administrator are returned.
Select the shared drive where the document you want to delete is located, then select the document.
Note: If you have selected the Google Docs option in this field and you are not a Google Workspace user, the error
[400] Invalid Value
is returned.
Other
Make an API Call
This action module allows you to perform a custom API call.
https://docs.googleapis.com/
. Example: /v1/documents/{presentationID}
.{"Content-type":"application/json"}
. Workfront Fusion adds the authorization headers for you.Add the body content for the API call in the form of a standard JSON object.
Note:
When using conditional statements such as if
in your JSON, put the quotation marks outside of the conditional statement.
Example: The following API call retrieves the details for the specified document in your Google Docs:
URL:
/v1/documents/1ujkf-GDgB0TQSYPrxbCSK4Uso54tHVMqHZEVZZxB6aY
Method:
GET
Details of the retrieved document can be found in the module’s Output under Bundle > Body.
Make All Links in a Document Clickable
This action module finds all links in the document and makes them clickable.
- By Mapping
Select this option to map the document template. - By Dropdown
Select this option to choose the document from the drop-down menu.
Select the type of drive where the document you want to make links clickable in is located. This option is available if you selected By Dropdown in the previous field.
-
My Drive
Select the folder where the document you want to make links clickable in is located, then select the document.
-
Shared With Me
Select the folder where the document you want to make links clickable in is located, then select the document.
-
Google Shared Drive (available for Google Workspace users only)
Select whether you want to Use Domain Admin Access. Selecting Yes issues the request as a domain administrator, and all shared drives in which the requester is an administrator are returned.
Select the shared drive where the document you want to make links clickable in is located, then select the document.
Note: If you have selected the Google Docs option in this field and you are not a Google Workspace user, the error
[400] Invalid Value
is returned.