Templates - Google Cloud Storage Outbound Configuration

Claravine can automatically generate a Google Cloud Storage file with the data from every submission. Administrators can design the file, what data to include in the file, and where to send it per template.

To add Google Cloud Storage Outbound to a template:

1. Open the correct Template in the Templates Sub-Navigation menu.
   
   
2. Click Step 3 - Connect.
   
   
   
3. Click  to add a new Outbound integration.
   
   
   
4. Click Google Cloud.
        The Google Cloud Outbound configuration section displays.
   
   
   
5. Enter the Integration Name. If no value is entered, Claravine will default the Integration Name to the Template name.
   
   
6. Select the connected Google Account.
    An Administrator must first connect the Google Account in the Accounts Sub-Navigation menu of Integrations.
   
   
7. Select the Destination Bucket.
   
   
8. Define the Filename. It will default to {{template_name}}{{submitted_at). You can add text, remove text or click +Insert on the right to add additional dynamic values Submitted By and Submission Name, to the generated Filename. (Submitted at will return YYYY-MM-DD_HH-MM-SS in UTC).
   
   
9. Select the File Type. Options are CSV, XLSX, JSON.
   
   
10. Select the Delimiter. Options are comma (,), semicolon (;), tab, and space.
    
    
11. Check the box to Include Summary Header in the file output, or exclude it to being the file with the field headers. The Summary Header includes:
    1. Date
    2. User Name
    3. Targets
    4. Template
       
       
       
12. File configuration options are Custom or Default Summary.
    1. Default Summary matches the schema in Step 2 Define and Govern schema.
       
       If the visible box is unchecked in the schema, it will not be included in the file.
       
       
    2. Custom allows field-specific changes:
       
       
       1. Include or exclude the field from the file
       2. Change the Output Label/column header
       3. Manually drag the tile to change the order
       4. Transform menu: Update all Output Labels to:
          • Replace spaces with underscores
          • Replace underscores with spaces
          • Lowercase
          • Uppercase
       5. Meta Field menu: Add a new meta field to match file output requirements:
          • Template Name
          • Submitter Name
          • Submitter Email
          • Created Date
          • Updated Date
          • Empty
            
            
13. Click Save to save the template.