This section describes how to use Questetra and Google Workspace together.
Google Workspace Connectivity Setting
System environment
- Basic settings for using the entire workflow platform in conjunction with G Suite.
- [System Settings] > [Google Connectivity] (System Administrator Authorization required)
Normal User
- Each User should be set up to be able to use Google Drive Output and Google Calendar Output for themselves
- [Account Settings] > [Google Connectivity]
Connecting Functions and Usage
Login with Google Account
Normal User
| Login screen | It is possible to login with a Google Workspace account (Open ID) |
System Administrator
| [System Settings] > [Google Workspace Connectivity] (System Administrator Authorization required) | It is also possible to disable the ID/Password in Questetra and allow login only with a Google Workspace password |
Google Drive Export
Normal User
| On the Task Operating screen or the Case detail screen [Export to Google Drive] |
It is possible to export files attached to File-type Data Items to Google Drive |
| On the search result list screen [Download] > [Export to Google Spreadsheets] |
It is possible to export the Issue List (the result of a Case or Task search) to Google Spreadsheets |
App Designer
| Placing on the App edit screen [Built-in Service Task] (Advanced) [Add-on Service Task] (Professional) |
Automatic processing defined in each auto-step will be performed |
Google Calendar Export
Normal User
| On the Case detail screen [Add to Google Calendar] |
It is possible to register the Task deadline to Google Calendar |
Synchronization with Google Account Information
User Manager
| [System Settings] > [User List] > [Import Users] (Organization/Role as well) |
It is possible to synchronize all or part of the User/Organizational information in Google Workspace. You can easily correspond to changes in accounts on the Google Workspace side. (Unidirectional synchronization of Google Workspace to Questetra) |
Reference:
System Settings – Google Connectivity
M222: Auto Start Triggered by Google Form Entry
M229: Auto Backup to Google Drive
M308: Import [User], [Organization] and Group Settings from Google Workspace