Cloud Drive

Overview

Users who store documents in Dropbox, Google Drive, or Microsoft OneDrive can access those documents in Sugar via the Cloud Drive dashlet. You can download, upload, and copy links to files from the Cloud Drive dashlet, and your documents stay synced in real-time. This guide covers how to configure the default Cloud Drive dashlet paths for users. 

Prerequisites

The following must be completed before using the Cloud Drive dashlet:

• A Sugar admin must complete the initial, system-wide Dropbox, Google, or Microsoft connector configuration. For detailed instructions on performing these set-ups, see the appropriate Help Article:
  • Integrating with Dropbox for Admins
  • Integrating with Google for Admins
  • Integrating with Microsoft for Admins
• Each user who wants to use the Cloud Drive dashlet must connect their account to Sugar. For detailed instructions on performing these set-ups, see the appropriate Help Article:
  • Integrating with Dropbox for End Users
  • Integrating with Google for End Users
  • Integrating with Microsoft for End Users

Configuring Cloud Drive Paths

Root Path

The path defined in the Dropbox/Google Drive/Microsoft OneDrive/Microsoft SharePoint Root Path determines the default path for all Cloud Drive dashlets on list view and record view dashboards throughout your instance. If this field is left blank, the default path will be the root My Drive (Google), My Files (Microsoft), or My Files (Dropbox) folder, or Sites (Microsoft SharePoint) for each user.

Note: Microsoft SharePoint is organized into sites with document libraries that contain folders and files. In this documentation, we refer to sites, document libraries, and folders collectively as "folders" to simplify talking about SharePoint in conjunction with Dropbox, Google Drive, and OneDrive, which only use folders and files. Refer to the Microsoft documentation for more information on SharePoint structure.

To change this default path, the admin must first connect their Dropbox, Google, or Microsoft account (see the Prerequisites section for more information). Next, go to Admin > Cloud Drive and select "Dropbox Drive", "Google Drive", "Microsoft OneDrive", or "Microsoft SharePoint". Click "Select Root Path" and then navigate to the folder that you want to choose. Click "Shared With Me" to view folders and files that have been shared with you (Dropbox, Google Drive, and OneDrive only). Click "Set Path" next to the folder to set that folder as the path, or click "Save" in the top right to set the current folder as the path. Your changes are saved after you click "Set Path" or "Save". You can click "Remove Root Path" from the Drive Path Config screen if you would like to remove the selected root path.

Note: While you are able to type in the path to a file, we highly recommend using the Select Root Path button to ensure that you are choosing the correct path. If you type the path, the dashlet may not be able to find the correct location.

Paths for Record View

The Paths for Record View section allows the admin to select a specific path for the dashlet on a specific module's record view. Note that this path will not apply to the list view dashlet for that module, and the Root Path (if configured) will be used instead.

Once you select a module from the dropdown, you can configure the Default Starting Path field. Click the Select Path button and then navigate to your desired folder. Click "Shared With Me" to view folders and files that have been shared with you (Dropbox, Google Drive, and OneDrive only). Click "Set Path" next to the folder to set that folder as the path, or click "Save" in the top right to set the current folder as the path. Once you click "Set Path" or "Save" and the drawer closes, your changes have been saved and you can safely navigate away from the Drive Path Config screen. 

For Dropbox and Google Drive you can configure the record view dashlet to show a specific folder based on a field in the module so that the dashlet dynamically sets the folder based on which record you are viewing. For example, you may want to have a folder for Accounts, but then have sub-folders named for each account to keep your files organized. This method allows you to set the file based on the Account name on the record. If the folder does not exist, a Create Folder button will appear on the dashlet so that you can create the needed sub-folder. To configure this, add a forward slash (/) at the end of the path in the Default Starting Path field and then select a variable from the Fields Variable dropdown. Once you have selected the variable, click the Add button (plus icon) to add the field to the path, then click the checkmark button to save.

Click the Delete button (x icon) to remove the file path. 

Note: While you are able to type in the path to a file, we highly recommend using the "Select Path" button to ensure that you are choosing the correct file. If you type the file path, the dashlet may not be able to find the correct folder.

Note: Only click the checkmark button after typing a file path into the Default Starting Path field or after adding a field variable to the file path.