OneDrive channel

Go to the Channel Catalog to learn more about what plans have access to this channel. Sign into Quickbase, and then go to Pipelines > Channels.

Microsoft OneDrive is a file hosting service and synchronization service operated by Microsoft as part of its web version of Office.

Please note that terms used in the OneDrive channel categories are OneDrive specific terminology.

How to Connect

1. On the My pipelines page, select Create Pipeline.
2. Search for or select a step, and then select it to add it to the pipeline.
   When you add a step to a pipeline, it is added to the canvas of the pipeline designer.
3.  Expand the Connection section of the step, and add the required information.

Connect to OneDrive

1. Expand OneDrive and click Connect to OneDrive.
2. Review the permissions that Pipelines will receive once connected. Your permissions are based on your existing OneDrive account. You can select specific permissions or allow all the options. OneDrive Read permissions are required. When finished click Connect.
   Note: Integrations and functionality are affected by the permissions granted.
3. You may be requested to sign in with your Microsoft credentials. This is required to set up the connection between OneDrive and Pipelines.
4. Agree to allow Pipelines access to your OneDrive account by clicking Accept.

How to reconnect

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

• If you need to connect a different account.
• Authorization updates, such as a changed password.
• Editing the access rights that Pipelines has to the channel.

To reconnect:

1. Select a pipeline that already has this channel in it.
2. Open a step that contains this channel.
3. Under account, select Connect (or reconnect) and follow the process above, How to connect.
   

Steps

The steps you can use with OneDrive fall under the Files category.

Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.

File Created and File Modified trigger steps

There are three ways of creating or adding a new file in OneDrive. The following is information about the trigger step/steps that are triggered in each case:

• Create new file via Files Upload → only captured by File Created trigger step
• Create new field via drag and drop → only captured by File Created trigger step
• Create new file using “+ Add New” button and create a new file directly within the drive - meaning creating a new Word, Excel, PowerPoint, etc. file → captured by both trigger steps. When a new file is created by the “+ Add New” button directly within the drive, OneDrive will interpret this action as the creation of a file, and then update the same file, because the file will be automatically opened in a new tab in editing mode. That’s why both - File Created and File Modified triggers are engaged in this case. Keep this in mind if you use them both in different pipelines.

Limits

When you upload a new file, the file size cannot exceed 100 MB.

Use case examples

The following are some examples of using the OneDrive channel.

In this example, when a user drops a CSV file into OneDrive, the CSV is imported into Quickbase

1. Add a OneDrive File Modified trigger. This step will trigger when a user drops a CSV file into OneDrive.

   

2. Then, add the step Quickbase Import with CSV to import the new OneDrive file. The URL should be the file transfer handle URL.