...
SharePoint Connector availability
By default, the The SharePoint Connector app is available by default for every project. Project managers can deactivate the app it in the project settings if the app it isn’t required in that project.
...
| Info |
|---|
With the automation active, the folders are created and attached to the issue, but you still need to add SharePoint Connector to the issue to view them. |
Activating the automation
Open the automation panel from the SharePoint Connector project settings.
Click the toggle to activate the automation “Create and attach a folder to new issues.”
Click the “Connect” button to select an automation folder. This folder will store the folders created automatically.
Connect the storage place you want to use for automation.
Select a folder from the connect folder modal.
[Optional] Open the permissions tab to set who can view and edit the folder's content. By default, all users can access the folder and edit the content.
Click connect
After a few seconds, the folder appears associated with the automation. A tag is added by default to let you and your team know the folder is associated with automation. You can edit the tag at any moment or even remove it.
| Tip |
|---|
The automation is ready and starts working immediately. |
...
Open the automation panel from the SharePoint Connector project settings
Click the context menu button next to the automation folder
Click the “Disconnect folder” option
Confirm that you want to disconnect the folder
The automation turns off by default. Click the toggle to turn it on
You can now connect a new folder
...
Open the automation panel from the SharePoint Connector project settings
Click the context menu button next to the automation folder
Click the “Open in [Storage]” option.
...
This automation works mostly the same way as the Create and attach a folder to new issues automation, with some key differences:
...
| Info |
|---|
With the automation active, the folders are created and attached to the issue, but you still need to add SharePoint Connector to the issue to view them. Customers won’t see the automated folder until you add the app to the issue. |
...
You can check the audit log at any moment to check see if the automation is working as intended. You can use the information to The information can help you understand the issue problem, or even you can share it with the support team if you need further help.
...
The automation folders are shown in the file manager and work as normal regular folders. Users can browse the content, preview, and edit files, create new documents, or upload content.
Disconnect automation folder
You can’t disconnect Automation folders can't be disconnected in the File Manager. The project manager needs to must disconnect it them from the Automation panel in the Project settings.
...
Connected folders logs
If you're having issues with a connected folder, you can check the “Connected folders log” at any moment. The log will give you details on when a user connected it or if someone disconnected it.
...
Wrap-up
On this page, you learned about all the Project settings available.
If you still have questions or require other project settingsabout the topics covered on this page, visit our our support portal to and send them to us your questions or feature requests. Our team is always happy to help.
...