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Planview Customer Success Center

Box Integration

Using Box with AdaptiveWork

The Box integration improves AdaptiveWork's collaboration capabilities by giving you the ability to link existing BOX files to AdaptiveWork entities like projects, milestones, tasks, cases and easily manage your sharing with the rest of your team through AdaptiveWork.

Associating your Box Account to AdaptiveWork

Linking Box Files and Folders to AdaptiveWork Items

Adding a Box File or Folder

Customizations

Annotations

Associating your Box Account to AdaptiveWork

Users can associate their accounts to BOX either:

  • Automatically when attempting to add a BOX file for the first time
    Or
  • From the 'My Details' page

To associate the BOX account from the 'My Details' page

  1. Click your name in the Masthead and select the "My Details" option
    202022027_box-20association1.png
  2. In the Profile card, click on "More Info"
    202065168_box_com-2.png

  1. Locate the "Integration Settings" field under the "Personal Details" section and click on "edit..."
    Alternatively, you could search for the "Integration Settings" field in the properties card search bar at the top right hand corner of the card.
    202022037_box_com-3-1-.png
    The Integration Settings window appears
  2. Click Associate with Box Account
    202065178_box-20association.png
    You will be redirected to BOX
    202022047_box-20association2.png
  3. Enter your BOX credentials
  4. Click Authorize
  5. Confirm access to BOX
    202065188_box-20association3.png
    Your account is now associated to BOX
    202065198_box-20association4.png
  6. To remove your BOX account association, click Remove Association

Note: If the box viewer is blocked, you may need to add the following URL to your organization's firewall exceptions:
https://clarizen-production.app.box.com

Linking Box Files and Folders to AdaptiveWork Items

You can link a Box file anywhere you can add new files simply by clicking "Add Related", selecting "Files", and then selecting the "Box" tab.

Linking your first box file to AdaptiveWork will create an association between the two accounts.

Adding a Box File or Folder

  1. Navigate to the Add File window via one of the methods described in the Adding Files page.
  2. Click 202022057_box_btn.jpg
    202065208_add_files_box-1-.jpg
  3. Click 202022067_browse_btn.jpg
    The Choose a Box Doc find window opens.
    202065218_box-2-.png
  4. Select the intended Folder or File,create a new folder, or upload file to Box and click 202065228_ok-29-.jpg
Note:

You can use the search field to quickly locate the file you are looking for.

  1. Define the Name field.
  2. Click 202022077_black_drop_down_arrow-9-.jpg to select a category for the Document Type field.
  3. Enter a description to the Description field.
  4. Click 202022087_save-1-.png
  5. The data is sent to the server, a message confirms the action, and the selected Box folder is added to the item.

Upload a new file to Box

  1. Follow steps 1-3 in Adding a Box Item above
  2. Select a folder in which you want to save the new file

  3. Click 202065238_upload_box_btn.jpg
    The OS browse window opens
  4. Locate the file you wish to upload and click Open
  5. Continue with step 5 through 9 in Adding a Box Item above

​Creating a New Folder in Box

Note:

You can also create a folder using custom actions.

  1. Follow steps 1-3 in Adding a Box Item above.
  2. Select a folder under which you want to create the new folder.
  3. Click 202065258_add_folder_box.jpg
    The Create Folder window opens
    202022097_create_folder_box.jpg
  4. Type the new Folder name
  5. To copy the content of an existing folder:
    1. Select the Copy content from existing folder checkbox
      202065268_create_folder_box_copy.jpg
    2. Click 202022107_create_folder_box_copy_btn.jpg to locate and select the folder you wish to copy
  6. Add the people who will have access to the folder in the Collaborators field
    Note:

    Collaborators will have both read and write permissions to the files in the folder.

  7. Click 202022117_ok.jpg.
  8. Continue with step 5 through 9 in Adding a Box Item above.

Customizations

You can utilize the Box integration in various customizations, for example, create a Custom Action to create a Box folder.

Note: When adding the link for existing folders and files in customizations (Configurations), you must include the shareable URL link from Box.

1. Get the shareable link from Box.
360018656453_mceclip0.png

2. Use the link in the Configurations setup.

360018656513_mceclip2.png

Annotations

For more about Box preview and annotations, click here.