[PRC] LREC-002 | Upload plan in GDrive => Update PlanRadar Layer

1 Overview

This PlanRadar Connect recipe automates the process of uploading files from a specific Google Drive folder into a specific PlanRadar layer. When a new file is added in Google Drive, the recipe searches for the file, downloads its contents, and uploads it to the correct Layer/Component in PlanRadar.

If anything goes wrong, a custom error email is sent, and the recipe stops automatically.

2 Access & Prerequisites

Before using this recipe, make sure:

• You have authorised PlanRadar and Google Drive connectors using the Personal Access Token of your integration user

• The integration user has access to the destination Layer in PlanRadar

• You have identified the specific Google Drive folder for monitoring
  

3 Use the Recipe from the Library

1. Go to the PlanRadar Connect Library

2. Search for 'PlanRadar' and click the PlanRadar logo

3. Find the recipe: [PRC] LREC-002 | Upload plan in GDrive ⇒ Update PlanRadar Layer

4. Click Use this recipe

5. Choose where to save the recipe copy
   

4 Configure the Recipe

1. Click Edit to open the recipe

2. Fill in mandatory fields in the Upload a plan to a Layer/Component step

3. Please note that the file to upload should be a single page PDF file

4. Specify the destination Layer in PlanRadar

5. Please note that if the plan being updated in the layer has tickets positioned on it, you need to manually confirm the repositioning on the new plan in PlanRadar app

6. Fill in the email address to receive error notifications in Step 7

7. Press Save

8. Click Test recipe to validate

9. After testing, click Exit and then Start recipe
   

5 What Happens Next

Once active, every time a file is uploaded to the selected Google Drive folder, the recipe will fetch the file and upload it into the specified PlanRadar layer.

If any step fails, a custom email alert is sent and the job stops.

6 Further Exploration

Explore additional templates or advanced flows in the Resources tab of PlanRadar Connect.