Overview
This guide is intended for Fieldwire users on a Business or Business Plus Subscription who have transitioned from Hilti's Documentation Manager software or involved in providing Fire Protection Services. This guide provides step-by-step instructions for customers on how to sync Google Drive to their projects in order to gain access to the latest Hilti fire protection product approvals. The Google Drive is maintained by Hilti counterparts to provide access to the newest approvals and will automatically add the approvals to a users' projects.
In order to take advantage of this integration, you must first set up a Google Account. Once the Google Account has been created, please contact your Fieldwire Sales representative to request access to the Hilti Firestop Approval documents in Google Drive.
Table of Contents
How to Integrate Google Drive with Fieldwire to automatically receive Hilti Fire Protection Approval documents
Before setting up the Google Drive integration, you'll need to ensure that you have both the proper account and project permission levels. (For more information on account-level permissions, check out this article: Introduction to Account Permission Levels: Managers, Account Users, and Project Users). To create a connection with Google Drive, you need the following:
- Either a Business or a Business Plus account
- Be an Account Manager (or Owner) in Fieldwire
- Admin-level access on the app you want to connect to Fieldwire.
Once you've established that you have the proper permission levels on Fieldwire, navigate to the "Integrations" tab on your Account homepage.
Click on the "Integrations" tab, and you'll notice several different apps to which you can connect Fieldwire, including Google Drive. Select the Google Drive app you'd like to connect, and, you'll be brought to another page where you get a brief description of the benefit of connecting that app with Fieldwire as well as the automation that will be provided by the connection between that app and Fieldwire.
Next, click on the blue button that says "Connect Google Drive Account". Doing so will cause a pop-up to appear, which will describe how the app is connected with Fieldwire. In addition, you can name the connection; the default will always be the "[name of the app] - [First & Last Name in your Fieldwire profile settings]".
Once you've decided on a name, click the blue "Next" button. From here, you'll need to sign into your Google Account.
Once the connection has been established, you should see "Connection success" in green. Then, click "Close" to close the pop-up.
You'll be able to see the name of your connected account under the "Connected account" section and there should be a green banner at the top stating that you can now set up automations in the Settings tab of your projects.
Note: You can only have one connected account per listed app. In other words, you can only link one Google Drive account to your Fieldwire account, but you can connect both a Google Drive account as well as a SharePoint account (SharePoint Site).
For more information, refer to the article: Integrations Tab: Setting up SharePoint, Google Drive, and Egnyte.
How to set up an automation to the Hilti Fire Protection Approval documents
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, 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 Google Drive. Once you've chosen the app, you'll need to select the automation. Lastly, click on "Create automation".
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". A pop-up will appear where you can select the Google Drive folder you want to sync to Fieldwire.
Once you've chosen the information you want to sync to Fieldwire, click "Connect".
Note: Fieldwire integrations are currently limited to fair share usage. Do not choose the root "Hilti Fire Protection" folder as it has more than 1000 items, which would exceed these limits and cause the automation to fail.
Next, review the automation settings and ensure everything is configured correctly.
The selected folder in Google Drive will now automatically sync with the specified section in Files Tab. Once a sync is completed, you will see a lightning icon under the Last Updated column.
Accessing Google Drive In Fieldwire
- Open Fieldwire on your device.
- Navigate to the project where you need the approval documents.
- Go to the "Files" section within the project.
- Locate the Google Drive integration and access the shared folder.
- Find the respective DIN / UL / ETA listing and country file and view or download as needed.
Accessing Google Drive Online
- Once you receive confirmation from Fieldwire Support that access has been granted, log in to your Google Account.
- Go to Google Drive (https://drive.google.com/)
- In the "Shared with me" section, find the folder shared by Hilti Fire Protection.
4. Navigate through the folder to find the respective DIN / UL / ETA listing and country file.
5. Click on the file to view or download it as needed.
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