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OneDrive and Moxo

Moxo’s OneDrive integration allows users to automate file management, reducing manual effort while maintaining full compliance. The automation finds parent folders in OneDrive and instantly create customized subfolders within them, enabling consistently organized files and folders and eliminating manual errors.

 

Adding a OneDrive Automation to a Flow Template and an Instant Flow:

In the Flow Builder, locate the desired step where automation should be inserted:

  1. Navigate to the desired Flow Template
  2. Drag and drop Automation from the left-hand Control panel, or click the "+" icon between action steps and select Automation.



 

Adding the OneDrive Automation to a Live Flow

Navigate to the desired Flow Workspace:

  1. Click the "..." ellipsis icon.


     
  2. Select + Add New Action from the dropdown.
  3. Scroll down to choose Automation under Control.


     
  4. Locate the step where automation is required and click + Add Here.

 

Configuring the OneDrive Automation

In the automation interface, choose OneDrive from the available systems.


 

Step 1: Set Up App and Event

  1. Select OneDrive as the application.
  2. Choose one of the following events:
    • Create a Folder
    • Upload File
    • Find Folder


       
  3. Click Next.
     

Step 2: Account Setup

  1. Click Choose to select an existing OneDrive account you have used in Moxo.
  2. If no account is linked, click + Connect a New Account to integrate a new OneDrive account. 


     
  3. Once connected, click Next to proceed.
     

Step 3: Add Input Details

Depending on the selected event, fill in the required fields. 

If you choose Create a Folder

  1. Fill in the following input details:
    • Parent Folder: Select the parent folder where the new folder will be created. If no Parent Folder is selected, the new folder that’s created will be a Parent Folder.
    • New Folder Name*: Provide a name for the new folder.
  2. Click Next, review the configuration, and then Add Automation to save
     

  
 

Leverage DDR (Dynamic Data Reference) wherever applicable by clicking the '{.}' autofill icon to pull workspace and metadata from previous actions.

 

If you choose Upload File

Fill in the following input details:

  1. File*: Select the file from the dropdown. Pre-configuration of files is required.


     
  2. Folder Selection Method*: Choose from the dropdown:
    • If you choose Select from dropdown: Select the desired folder and choose if you want to open a subfolder (yes or no).
    • If you choose Enter folder ID manually: Enter the folder ID or click the ‘{.}’ autofill icon to leverage DDR and pull the folder ID from a prior OneDrive automation in the Flow.
  3. Click Next, review the configuration, and then Add Automation to save.

 

If you choose Find Folder

Fill in the following input details:

  1. Folder Name: Enter the name of the folder to find.
  2. Search Type: Select either “Exact Match” or “Folder Name Contains”.


     
  3. Click Next.
  4. Folder: Select the parent folder to search within.
  5. Open Subfolder: Choose yes if the folder you’re searching for is a subfolder. Repeat these steps if you are locating a folder within subfolders.


     
  6. Click Next, review the configuration, and then Add Automation to save.

 

Editing an Automation in a Flow Template or Live Flow

  1. Hover over the automation step you want to modify.
  2. Click the Edit icon.


     
  3. Modify settings, such as the app, event, account type, or input fields, as needed.
  4. Click Save Changes to apply your edits.
  5. Click the Delete icon if you wish to delete the automation.

Automations can only be edited in a saved Flow and Action Templates or live Flow Workspaces where the automation is not yet triggered. Once the automation step is completed, it cannot be reopened or edited further.

 

Mapping Automations and Events in a Flow

Once a Flow is initiated, click on the “...” ellipsis icon next to the Flow Workspace name and select Automations & Events.

Here, you can view all upcoming and completed automations and events.

  

 

Mapping the Trigger in OneDrive

To verify this:

  1. Go to the OneDrive platform.
  2. Based on the input provided within the Flow, an event will be triggered in the relevant section.
  3. For example, if you create a Folder, you will find it in the My files section in OneDrive. Any files uploaded via the Moxo automation will appear in their respective folders.

      

 

Best Practices

  1. Pre-configure your OneDrive account: Before setting up automations, ensure that your OneDrive account is fully configured with the necessary folders created. This preparation makes the automation setup smoother and more efficient.
  2. Use DDR for dynamic data: Leverage Dynamic Data Reference (DDR) to link user inputs, workspace data, and metadata from previous actions and automations, ensuring accuracy and reducing manual effort.
  3. Regularly audit automations: Periodically review your automations to ensure they align with updated data structures or project workflows, especially as your team’s needs evolve.