Overview
Fieldwire users on a Business or Business Plus Subscription have the option to set up integrations between their Fieldwire account and/or projects and Google Drive.
This integration is available for the Files tab; the purpose of connecting Egnyte to your Fieldwire projects is that you'll be able to pull items directly from the app into Fieldwire. It is multiple one-way syncs (not a 2-way sync) that keeps your apps synchronized; thus, it is important for you to define and designate whether Fieldwire or Egnyte will be your "source of truth".
Note: Projects connected to Egnyte can now support multiple account connections! This means you can sync files from different accounts or directories to your Fieldwire projects.
Note: This article is specifically for Egnyte. If you are not interested in using this app but still want to learn more about connecting apps and setting up automations, please take a look at these articles:
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.
- Integration connections can be facilitated via any of the following browsers: Google Chrome, Microsoft Edge, or Firefox. Safari and the Brave browser cannot be used at all for Egnyte connections.
Table of Contents
- Demo Video
- Setting up a Connection to Egnyte
- Setting up an Automation with Egnyte
- Frequently Asked Questions
Demo Video
Setting up a Connection to Egnyte
Connecting Fieldwire with Egnyte is also relatively straightforward, and you'll find that it is very similar to setting up Sharepoint. As with Sharepoint and Google Drive, before connecting Fieldwire with Egnyte, you'll need to make sure that you have both the proper account and project permission levels in Fieldwire. (For more information on account-level permissions, check out this article: Introduction to Account Permission Levels: Managers, Account Users, and Project Users). In addition, to create a connection with Egnyte, you will need the following:
- Either a Business or a Business Plus account in Fieldwire
- Be an Account Manager (or Owner) in Fieldwire
- Admin-level access in Egnyte
Detailed Instructions
Once you've established that you have the proper permission levels, you'll need to navigate to the "Integrations" tab on your Account homepage, which should be located next to the "Templates" tab.
From there, do the following:
1. Click on the Egnyte app.
- Here, you'll be brought to another page where you get a brief description of the benefit of connecting Egnyte with Fieldwire as well as the automation the connection between that app and Fieldwire will provide.
2. Click on the blue "Connect Egnyte account" button.
3. Give a name to this connection, which will help your teammates identify it.
- You can name the connection whatever you'd like; the default will always be the "[name of the app] - [First & Last Name in your Fieldwire profile settings]".
4. Click Next
5. Fill in the field for the Subdomain.
- Open Egnyte on your web browser and use the URL of your SharePoint.
- Note: Your Subdomain will not be "jherbulotfieldwire3" as shown in the short video below. It will be specific to your instance of SharePoint.
6. Click the Connect button.
7. Click Allow access after being redirected
- If the connection to Egnyte is successful, you'll see "Connection success"
8. Click the Close button
In addition, if the connection is successful, you'll also see a message at the top of your page in Fieldwire indicating that you can now set up an automation in the Settings tab of any project on the account. This concludes the process to connect Egnyte to Fieldwire. For steps on how to create an automation, proceed to the next section.
Connecting Multiple Egnyte Accounts
To connect multiple Egnyte accounts:
- Go to Integrations tab
- Select the Egnyte app
- Click + Connect additional account
- From there, follow all of the same steps listed above in the Setting up a Connection to Egnyte section
Setting up an Automation with Egnyte
After you've created your Connection to Egnyte at the Account-level, you can create an “automation” in your projects. 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).
As mentioned previously in this article, automations are where the magic happens - they facilitate the connection of Fieldwire to one of your document manager apps. 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
To create the automation, follow these steps:
1. Click on the specific project where you want to create the automation.
2. Go to the Settings tab.
3. On the right-hand side, scroll down to the "Apps" section.
4. 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.
5. Click on the "+ New automation" button, which will cause a new pop-up to appear.
6. Select "Egnyte".
7. Select the only available automation. Click on "Create draft".
8. Click on the blue "Select folder" button
9. Choose the Egnyte folder that you want to sync to Fieldwire (you can select subfolders as well).
- In the GIF below, we're creating an automation between Fieldwire and Egnyte so that the files in the "Project Cold Storage" in Egnyte are automatically synced with the Files tab in Fieldwire.
10. Click "Connect" once you've chosen the folder that you want to sync to Fieldwire.
- After clicking "Connect", the "Select folder" button is no longer there and the status has changed to "Connecting". Once it's completed the sync, the status will change to "Connected".
- Note: The video below was slightly sped up as you may need to wait ~30 seconds before the status changes from "Connecting" to "Connected". If you're still not seeing the status update, please refresh your page.
Under the "Egnyte folder" section, it lists "Shared / Documents / Project Cold Storage" to indicate the file path Fieldwire will be pulling from. As it states under the "Fieldwire folder" section, the folder you selected will sync directly to your projects "All files" view. So, in this case, the files within the "Project Cold Storage" will pull into Fieldwire.
Now, when you navigate to the Plans tab or the Files tab in Fieldwire, you'll see the Egnyte folder you selected as well as all of the files that were within that folder.
Frequently Asked Questions
Once an automation is set up, how long does it take for changes made in Egnyte to display in Fieldwire?
If you alter a large number of plans (100+), you can expect for it to take up to a few hours for the changes to be reflected in Fieldwire.
What are the limitations?
- The automations only track changes that occur in the synced folder. This means that you'll need to create the automation first, and then add your files or plans to it.
- This is a one-way sync; changes made in Fieldwire will not be reflected in Egnyte.
- The limitation for the number of plans that can currently be synced is 1,000.
- Unlike our Box/Dropbox/OneDrive sync, deleting a plan or file in Egnyte will not result in that piece of data being deleted in Fieldwire.
- The maximum PDF size that can be used is 200MB.
How do we recommend using this automation?
- Choose an empty folder in Egnyte.
- Create the automation in Fieldwire that ties to this folder.
- Drag and drop your Files into the Egnyte folder.