Blob Storage Global Workflow Integration

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FastField's integration with Azure Blob Storage allows you to send submission reports directly to your Azure Blob container. This simplifies the process of storing and managing your data in Azure Blob Storage. To set up this integration, follow the step-by-step guide below.

In this article

  • How to Set Up the Blob Storage Integration
  • Frequently Asked Questions

How to Set Up the Blob Storage Integration

  1. Go to Workflow > Global Workflow in the Portal and select + New Workflow to create a workflow.
  2. Under Perform these actions, choose Send to Blob Storage.
  3. Set up the integration with the following required parameters:
    1. Name: Assign a descriptive name to your integration for easy identification.
    2. Account Endpoint: Enter the endpoint URL for your Azure Blob Storage account.
    3. Authentication Method: Choose one of the following authentication methods:
      • Role-Based Access Control (RBAC):
        • Tenant ID: Enter the Tenant ID associated with your Azure account.
        • Application ID: Enter the Application ID associated with your Azure application.
        • Application Secret: Enter the Application Secret associated with your Azure application.
          • Note: This authentication is the most secure.
      • Shared Access Signature (SAS) Token:
          • SAS Token Value: Enter the SAS Token Value generated for your Azure Blob Storage container.
      • Connection String:
          • Connection String Value: Enter the Connection String Value associated with your Azure Blob storage account.
    4. Virtual Directory and Container:
      • Virtual Directory: Define the Virtual Directory where you want to store your submission reports. This directory helps organize your data within Azure Blob Storage.
      • Azure Blob Container Name: Enter the name of the Azure Blob container where your submission reports will be stored.
    5. Dynamic Virtual Directory (Optional): For added flexibility in data organization, you can make the Virtual Directory dynamic based on the value associated with a field key. Turn on the Use Field Value as Virtual Directory Name? toggle to enable this feature.
    6. Delivery formats: Select one or more Delivery Formats for your submission reports. Choose from the following formats:
      • PDF
      • Word
      • Excel
      • CSV
      • XML
      • JSON

Save your settings. Once saved, activate the integration to initiate the seamless transfer of submission reports to your Azure Blob Storage according to your settings.

Frequently Asked Questions

Q: Can I use multiple delivery formats for a single submission report?
A: Yes, you can select multiple delivery formats (e.g., PDF and Excel) for a single submission report. This allows you to have the same report available in different formats simultaneously.
Q: Can I modify the Virtual Directory for each submission?
A: Yes, you can make the Virtual Directory dynamic based on the value associated with a field key. This enables you to customize the Virtual Directory for each submission, enhancing data organization.
Q: Is it possible to use the integration with both Role-Based Access Control (RBAC) and Shared Access Signature (SAS) Token authentication methods?
A: No, you should choose either RBAC or SAS Token as the authentication method for the integration. It's not possible to use both methods simultaneously for the same integration.

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