File Mapping 2.0 (Moved)

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Table of contents
What does File Mapping do?
Installing File Mapping
Installing Individual or Group Practices
Indiviual Private Practices
Group Practices
Setup
Google Workspace Admin Help Article
Using File Mapping
Open sidebar
Mapping
New mapping
Pick source folder
Advanced Shortcut Options
Mapping rule
Name convention
Options
Manage Mappings
Save Configuration and Run
History
Manage History
Load history
Schedule
Version control
Key Features
Compatibility
Use Cases
COMPLIANCE
Privacy
Pricing
Permissions
File Mapping Google Marketplace Description
What does File Mapping do?File Mapping works with Google Drive and helps automate file and folder organization. 
.1Move a file stored in a folder to a different folder. 
.2Create new folders based on a form submission. 
.3Rename files with a specific format.
.4Name a folder with a specific format.
.5Create a file shortcut and move it to a specific location. 
.6Move files and folders to Shared Drives.
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Installing File MappingAdministrators can install third-party add-ons to their domain through the Google Workspace Marketplace. When installing add-ons, you will have two options: Admin install or Individual install. The difference between the install options will be based on your business structure.
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File Mapping on Google Workspace MarketplaceFile Mapping on Google Workspace Marketplace
You can install File Mapping  here .
Installing Individual or Group PracticesIndiviual Private PracticesWe recommend you use the Individual install option. When installing, sign in to your primary Google Workspace account.
Group PracticesIf you are working in a group practice setting and plan for all staff and clinicians to use the add-on, we recommend the Admin install option. Selecting the Admin install option will make the add-on available to all your user accounts.
SetupInstall File Mapping Add-on to your domain.
Create a new Google Sheet.
At the top of Google Sheets, select > Extensions > FMv2.0
Google Workspace Admin Help ArticleLearn more about  Google Workspace Marketplace. ﻿
Using File MappingFile Mapping allows users to move files to different folders in Google Drive. File Mapping is commonly used with Google Forms +  Autocrat  +  Form Publisher  and  Jotform . Both digital form solutions create files in Google Drive after a form is submitted. File Mapping is then used to move those files to specific locations within a Google Drive. For example, if a patient completes an intake form, File Mapping can move the intake file to a folder previously created to store the patient’s medical records. File Mapping can also create folders and place files into the newly created folder. In this example, a patient may complete a service interest form on a website. The interest form is generated into a file in Google Drive; File Mapping will search to find the folder that matches the patient’s name. If no match is identified, File Mapping will create a folder and store the file within it.  
Open sidebar﻿
Extensions → File Mapping → Show Sidebar V2Extensions → File Mapping → Show Sidebar V2
MappingNew mappingOpen a new mapping dialog
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Click + at the top right of the sidebarClick + at the top right of the sidebar
Pick source folder﻿
Click "Map from" and select "Pick folder" to open folder picker dialogClick "Map from" and select "Pick folder" to open folder picker dialog
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Type source folder name, then press EnterType source folder name, then press Enter
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Select source folder, then click "Select"Select source folder, then click "Select"
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Note: We can select multiple source folders if they have the same mapping rules
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Click "Map to" and select "Pick folder" to open folder picker dialogClick "Map to" and select "Pick folder" to open folder picker dialog
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Repeat the same steps as "Pick source folder" to select a destination folder.
You can select multiple destination folders if you want to map source folders to multiple destinations.
Advanced Shortcut OptionsFile or folder from the source folder will be mapped and moved to the first destination folder > From 2nd destination folders if the Shortcut option (in the Advanced section) is:
None (or Advanced section is disabled): copy files and folder from the 1st destination folder
File Shortcut: Create shortcuts for all files from 1st destination folder
Folder Shortcut: Create shortcuts for all folders from 1st destination folder
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Mapping ruleA mapping rule applies for files and (or) folders that have the same name conventions.
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Create new ruleCreate new rule
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Rule headerRule header
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Rule applies to File and (or) FolderRule applies to File and (or) Folder
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File and (or) folder depth (relative to source folder)File and (or) folder depth (relative to source folder)
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Delete ruleDelete rule
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Expand/collase ruleExpand/collase rule
Name convention﻿
Keep/update file and (or) folder's nameKeep/update file and (or) folder's name
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Disable/create the container folder of each mapped file and (or) mapped folderDisable/create the container folder of each mapped file and (or) mapped folder
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.1The name format of the file and (or) folder
.2The name format will be separated into "Fields" (5) according to "Spacer" or " Regex "
.3If "Spacing" (2) is 
.a"Spacer", then "Fields" (5) are the list generated by name format split by "Spacer type"
.b"Regex", then "Fields" (5) are the list generated from the matched groups found by the regex in "Spacer type" (regex must match the name format)
.4Options to create mapping name or container folder name
.5All fields to generate mapping name or container folder name
.aCustom fields: date time, auto increment, custom text
.bFields are generated from "Current file or folder name"
.6Picked fields of mapping name or container folder name
.7Preview of mapping name or container folder name
Name format
Spacing
Spacer type
Fields
001~Doe~Res
Spacer
~
001, Doe, Res
John | Res
Spacer
 | 
Join, Res
28/07/2023 23:56
Regex
(\d{2})\/(\d{2})\/(\d{4}).+
28, 07, 2023
E_Sign 23:12
Regex
(.+)\_(.+)\s.+
E, Sign
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Options﻿
Toggle on/off to allow/disable file mappingToggle on/off to allow/disable file mapping
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Toggle on/off to allow/diable folder mappingToggle on/off to allow/diable folder mapping
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File and (or) folder depth interval (relative to source folder)File and (or) folder depth interval (relative to source folder)
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Manage Mappings﻿
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Enable/disable mappingEnable/disable mapping
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Source folder nameSource folder name
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Open mapping dialogOpen mapping dialog
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Delete mappingDelete mapping
Save Configuration and Run﻿
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History﻿
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Manage History﻿
Processed files and run status (background is green if run success, red if run fail)Processed files and run status (background is green if run success, red if run fail)
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Source folderSource folder
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View processed filesView processed files
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View mapping (allow import to "Mapping")View mapping (allow import to "Mapping")
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Rerun mappingRerun mapping
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Report issueReport issue
Load history﻿
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Schedule﻿
Schedule optionsSchedule options
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Save scheduleSave schedule
Version control﻿
Select addon's versionSelect addon's version
Key FeaturesFile Mapping will run when new files are created in Google Forms and JotForm.
Generate files from web form submissions in JotForm or  Form Publisher  and route files to a specific folder in Google Drive.
Incoming files can be routed to Shared Drives.
Configure mapping parameters and criteria, such as Patient ID, Client Name, Case Number, and Service Type.
File Mapping is a multi-purpose add-on assisting with automating file organization and data consolidation.
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File Mapping supports the following file formats
Google Docs
Google Sheets
Google Slides
PDF
Microsoft Word
Microsoft Excel
Microsoft Powerpoint
CompatibilityFile Mapping is compatible with several platforms:
Google Forms
Form Publisher
JotForm 
Use CasesHealthcare: Map PHI and clinical documentation (intakes, progress notes, release forms, assessments, billing, etc.) to patient-specific folders.
Attorneys: Track leads, cases, and documentation by routing data collected by a web form into a client or case folder within Google Drive.
Education: Route student information, academic assignments, quizzes, and tests into a student’s folder in Google Drive.
COMPLIANCEMeet compliance requirements and regulations such as:
HIPAA
GDPR
CJIS
ITAR
CCPA
FERPA
CMMC NIST
PrivacyFlourish Healthcare and the File Mapping add-on do not capture or store your Google Workspace data.
Data will maintain location within your chosen platform and/or cloud solution.
PricingFile Mapping is free for 14 days and comes with unlimited File Maps.
Free Plan 20 FIle Maps per user/month
File Mapping Plus is $59.00/annually after your 14-day free trial.
Your card isn’t charged until the end of your free trial.
Permissions
Permission
Access Reason
See, edit, create, and delete all of your Google Drive files
The Service uses this permission to search for, move, and delete files in your Google Drive.
See, edit, create, and delete all your Google Sheets spreadsheets
This is used to read and write data from Sheets, the template sheets.
Connect to an external service.
This is required to connect to any Google external service to generate template sheets and specified folders.
Allow this application to run when you are not present
This will allow for the add-on to run automatically at a specified frequency.
Display and run third-party web content in prompts and sidebars inside Google applications
This is required in order to access services of web content or components, such as prompts and sidebars inside Google applications. These are used to show error or success messages, generate a subscription URL to redirect to a payment processor, and provide a superior user interface and user experience.
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File Mapping Google Marketplace Description﻿
File Mapping Add-on Description
https://docs.google.com/document/d/12aktWo5dsKaGrCrGS6dy2Kmaiz9ND2rbaLsgT9RoX8E/edit
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