Overview
Fieldwire users on a Business or Business Plus Subscription have the option to set up integrations between their Fieldwire account/projects and their accounts on various other programs including Google Drive, Sharepoint, Microsoft Teams, Power BI, Hilti OnTrack, and more. This article will cover what you need to do once you've already established a connection between Fieldwire and another listed app.
Note:
- Setting up a connection: Before going further with automations, if you haven't already created a connection between Fieldwire and another app, check out this article for more information about setting up a connection: Integrations Tab: Setting up the Connection.
- Limits: Workato won’t be unlimited like our 2-way sync is. It's limited to fair use, and we will contact you if you are approaching your limit.
- Regionalization: Integrations in the EU regions will not work immediately upon release. They should work a few weeks after.
Create an Automation
After you've created a "connection" at the Account-level, you can use one of your connections in your projects and create an “automation”. However, as a reminder, before doing so, you'll need to make sure that you have the proper project permission levels. (For more information on project-level permissions, check out this article: Introduction to Project Permission Levels: Administrators, Members, and Followers).
Automations are where the magic happens - they are the ones syncing your apps together. To create an automation you need the following:
- Be an Admin on the Project in Fieldwire where you want to create the automation
- Access to the Project Settings tab in Fieldwire
Once you've established that you have the proper permission levels, you'll need to navigate to the specific project where you want to create the automation.
On the project, go to the Settings tab and, on the right-hand side, scroll down to the "Apps" section and click on the "Manage automations" button. This will direct you to a new page where all of the automations that have been created for that specific project will be listed.
To create an automation, click on the "+ New automation" button, which will cause a new pop-up to appear. On the pop-up, select which app you'd like to connect your Fieldwire project with. Once you've chosen the app, you'll need to select the automation. Lastly, click on "Create automation".
Note: If you don't see the app you're looking for click on the "Manage integrations" option, which will redirect you back to the "Integrations" tab on your Account homepage.
Once you click "Create automation", you'll be redirected to a new page where you'll be able to choose what information you want the automation to pull into Fieldwire. When you first access this page, notice that the automation is in "Draft" status. If you leave this page without setting up the automation, you'll need to go back to the Project Settings tab to start over.
Click on the blue button "Select folder", and from here, depending on the app you are connecting to Fieldwire, you could see a few different options. In the short video below, we're creating an automation between Fieldwire and Sharepoint so that the files in the "Project Files" folder in Sharepoint are automatically synced with the Files tab in Fieldwire. (For more information about the specifics of connecting Fieldwire to Google Drive and Sharepoint, check out this article: Integrations Tab: Setting up SharePoint & Google Drive). Once you've chosen the information you want to sync to Fieldwire, click "Connect".
After clicking "Connect", notice that the "Select folder" button is no longer there and the status has changed to "Connecting". Then, once it's completed the sync, the status will change to "Connected". As it states under the "Fieldwire folder" section, the folder you selected will sync directly to your projects "All files" view. Now, when you navigate to the Files tab in Fieldwire, you'll see the folder you selected, which app the folder/files came from, as well as all of the files that were within that folder. (For more information about the Files tab, check out this article: The Files Tab).
Encountering Errors
If you're encountering errors or running into issues, please reference this article: Integrations Tab: Troubleshooting.