Box is a Secure Cloud Storage Platform used to store your data files. It allows you to easily share these files with others, similar to the way you would with other cloud file storage services like Dropbox, Google Drive, and OneDrive for Business.
After adding and authenticating a Box connection, your forms can push output files like PDF, TXT, Word, JSON, XML, CSV, or XLSX to your Google Drive account.
Adding the Connector
Follow these steps to add the connector to your specific form:
- Navigate to App Workshop > Forms.
- Hover over your desired form and click the Connect icon.
- Click the Add Connector button (top-right).
- Select Box from the options.
Note: The page will refresh with the connector added. Changes are not live until you click Save.
Quick Access Tip
If you are already inside the Form Builder or Settings view, you don’t need to go back to the main menu. Simply click the Connectors tab located directly under the form title at the top of the screen.
Configuring the Connector
After adding a connection, fill in the required properties and save.
Send Form Answers
You can choose what format you want your Form entry data to be sent as:
| File Format | Description |
|---|---|
| CSV | Send form data in a .csv attachment. Customizable using a Text file template. |
| JSON | Send form data in a .json attachment Customizable using a Text file template. |
| Excel | Send form data in an .xlsx attachment. Customizable using an Excel template. |
| Word | Send form data as a .docx attachment. Customizable using a Word (.docx) template. |
| Send form data as a .pdf attachment. Customizable using a Word or Excel template or a built-in template. | |
| Word | Send form data as a .docx attachment. Customizable using a Word (.docx) template. |
| XML | Send form data as an .xml attachment. Customizable using a Text file template. |
Send Media Files
If this is checked, you will be able to select the individual media files to send/attach. These could be signature images, photos, or other attachments.
If the ‘Anonymize Personal Data’ option is enabled, media files marked as Personal Data will be excluded.
File Name
Allows you to specify the name of the media files to be uploaded.
Disable Random Code
Disable the default system behavior of appending a 6-character random code to the generated file name.
For example, instead of FileName-abc123.pdf, the file would be generated as FileName.pdf.
Folder Path #
Optionally, enter a folder path for the exported file to be placed in. The path should be entered in the following format:
FolderName/AnotherFolder/FileGoesInThisOne
Anonymize Personal Data
If enabled, data from fields marked as Personal Data will be converted to a non-human-readable format to aid privacy.
You may be interested in more information in our knowledge base on Outputting Data with Templates and Run Conditions.
Only Perform This Action When (Add Run Condition)
Add a formula that calculates whether or not this Connector should be run when a form entry is submitted.
Use the hammer icon to launch the Formula Builder and build a formula with a true/false result.