By integrating Fluix and Azure storage the data flow in your company becomes fully automated. In the Fluix app your remote teams collect data on mobile forms, that are then sent to the Azure cloud storage in an aggregated structured way.
It is possible to connect Fluix to Azure Files and Azure tables. In this article let’s look at the first type when the forms completed in Fluix are then uploaded to the Azure storage.
Note. Integration requires a Core account in Fluix and an account in Azure Storage. To try the option, you can register for a free trial account in both tools.
Step 1 – Setting up Azure account
In your Azure account, go to All services→ Storage accounts→ Choose the required storage account→ Click on the Containers tab, and choose the required container. Choose the folder inside the container to which you want to upload documents from Fluix. In Step 2 you will need the information from these sections:
1.1 Storage account name
1.2 Container name
1.3 Destination folder path inside the container
1.4 Navigate to Shared access signature in your storage account→ put the checkmarks as shown on the screenshot and click Generate SAS and connection string:
Step 2 – Configuring a Fluix workflow
In your Fluix account, go to the Configuration section → Workflows tab. Select the workflow or create a new one for the documents that need to be filled out and then appear in Azure.
Important note:
Reach out to support@fluix.io in order to obtain the request URL and the Secure value.
2.1 In the selected workflow, add a submit action called Upload to CRM/ERP and click Configure:
2.2 In the opened HTTP request builder, configure the request name, let’s say “Request #1”, select ‘POST’ as the request type, and add the request URL. Then create 2 headers as follows:
1)
Header name – shared-access-signature
Header value – refer to paragraph 1.4 and insert here the generated SAS token.
2)
Header name – Authorization
Header value – Bearer ”Secure Value”
Configure the Secure value parameter by clicking on it and entering the value provided by the Fluix team.
2.3 Go to the Body tab, choose “Multipart”and enter the parameters as follows:
1)
Part name – path
Part value – your folder path in the Azure container/Document name
2)
Part name – accountName
Part value – your Azure storage account name
3)
Part name – filesystem
Part value – your Azure container name
4)
Part name – file
Part value – Document file
Configure the Document File parameter by clicking on it and selecting the necessary document type.
5)
Part name – overwrite
Part value – 1 or 0 (1 – will overwrite documents having the same name, 0 won’t allow to have the document with the same name, submit will fail as a result)
2.4 Click the Save button to save the workflow.
Step 3 – Testing
Go to the Fluix app on the iOS device or User App in the web browser version. Open a test form, fill it out and submit it through the workflow.
In Azure, you will see that the file has appeared in the specified folder.
In case you have any questions or difficulties with setup, contact our support at support@fluix.io and we’ll be happy to help you.
This article describes how to connect Fluix to SharePoint Lists. Such integration helps to better structure files that participate in Fluix workflows.
Files, located in any folders in SharePoint can be attributed with certain tags called Columns. When synced to Fluix workflows, these files are grouped in folders named by columns, regardless of the actual folder structure in Sharepoint.
Step 1 – Creating file and column structure in SharePoint
Open an existing SharePoint list or create a new one that you will use in Fluix workflows.
Create a list of columns (tags) that will be applied to files. To do this, click Add Column.
Type of columns supported in Fluix:
– Text. Limitation: 255 symbols by default, can be changed in tag settings;
– Number. Limitation: numbers only;
– Choice.
– MultiChoice. If several columns are selected for the file, it will sync to the respective folders in Fluix workflow
– Yes/No.
E.g. We chose the Text column and called it Site. In the type dropdown you can create a choice of sites and name them. In our example we called them Odessa, London and New York:
We also created two more columns called Project and Task.
Create a Document Library and upload files there. To do that, click Home, New, Document library:
Once the files are uploaded, you can assign columns, or also called properties:
In our example, we used all three columns we created earlier: Site, Project and entered the Task name:
Step 2 – Connecting Sharepoint List storage to Fluix
Log into the Fluix admin portal and navigate to the Configuration section, Remote Storage tab.
Click Connect Storage and choose SharePoint List.
Select User Account (based on permissions of an individual user in SharePoint) or App-Only as a more secure one.
Enter credentials to your SharePoint account
Choose SharePoint Site.
Choose a list you created in SharePoint
Select columns names needed that will form the folder hierarchy and click Save
Step 3 – Configuring Workflow in Fluix
In the Fluix admin portal, in the Configuration section, Workflows tab edit an existing or create a new workflow.
Choose SharePoint as document source or as destination point for the documents completed in Fluix.
If the folder is selected as document source:
Choose the file path. In our case we it is /Site/Odessa/Project/EWN/Task/Fill out Inspection Report/template-form-inspection-report-1.pdf
If the folder is selected as document source, the files completed in Fluix will be uploaded to SharePoint List with the respective columns (tags). In our case: Site – Odessa, project – EWN, Task – Fill out inspection report.
Click Save & Publish to save changes to a workflow.
Step 4 – Testing Setup
As a participant of a workflow, go to the User app in web browser, or app on device. There you will see an appeared folder with the form inside.
/Site/Odessa/Project/EWN/Task/Fill out Inspection Report/template-form-inspection-report-1.pdf
In case you have any questions or difficulties with setup, contact our support at support@fluix.io and we’ll be happy to help you.
Here are the short guidelines on the connection steps. Upon connecting your company storage to Fluix you will be able to use it both as a document source or document destination in the workflows.
We encourage you to consider and evaluate Fluix Built-in Cloud Storage as your primary document repository. Please note, that it can be connected as a network drive to your Windows or Mac workstations, and easily manipulated just like any other folder.
In case you have any questions or difficulties with setup, contact our support at support@fluix.io and we’ll be happy to help you.
