Here’s a sample workflow to demonstrate the use of the Box and Google Sheet Orchestration app to automate employee referral use case in an organization.
Create an event when a Service request is raised.
Followed by the condition to ensure the Service request is Employee Referral.
You can then pull in the App Node which will have the following configurations:
App Name: Box - Orch
App Action: Upload Ticket Attachment To Box
Notes when Configuring Inputs:
parent_folder_id: The unique identifier that represents a folder. Get the folder_id from Box UI as shown below.
ticket_id: The unique identifier that represents a Freshservice ticket raised. Pass the value ticket.id_numeric using ticket placeholders.
To validate whether the file uploaded successfully or not a condition node is added with a check for status code as 200.
If the file is uploaded successfully you can then pull in the App Node which will have the following configurations:
App Name: Box - Orch
App Action: Create a shared link for the file
Notes when Configuring Inputs:
file_id: The unique identifier that represents a file. Get the file id using previous app node output field file_ids as input using placeholder as shown.
access: The level of access for the shared link. This can be restricted to anyone with the link (open), only people within the company (company) and only those who have been invited to the folder (collaborators).
Value is one of open, company, collaborators
To validate whether the shared link for a file created or not a condition node is added with the status code as 200.
If the shared link is created pull in an App node that will have the following configuration
App Name: Google Sheets - Orch
App Action: Insert New Row
Notes when Configuring Inputs:
spreadsheet_id: The Id of the spreadsheet to apply the updates. Get it from the Google Sheets UI as shown below.
sheet_id: The Id of the sheet inside the spreadsheet. The first sheet value is always 0.
values: The data that is to be written. Provide comma-separated values of the employee along with the shared_link_url obtained in the previous node using placeholders
To validate whether the details are inserted in a sheet or not a condition node is added with the status code as 200.
If successful add an action node with ticket status as resolved and a note as success.
Let’s see the use case execution in action.
