Getting Started

Installation

The app can be installed via the monday.com App Marketplace. Simply search for File Publisher.

Walkthrough

Board Setup

Depending on the chosen action, the required columns vary. Below is a list of the key columns for each action:

Generate individual links

Automation	Required Columns
Publish files in files column and store public url(s) in public urls	Files column: File, Public urls: Long text
Publish files with password protection	Files column: File, Public urls: Long text, Password: Long text or Text
Publish files with expiry date	Files column: File, Public urls: Long text, Expiry date: Date
Publish files with password and expiry date	Files column: File, Public urls: Long text, Password: Long text or Text, Expiry Date: Date

Generate grouped links

Automation	Required Columns
Publish files grouping multiple files into the same url	Files column: File, Public urls: Link
Publish grouped files with password	Files column: File, Public urls: Link, Password: Long text or Text
Publish grouped files with expiry date	Files column: File, Public urls: Link, Expiry date: Date
Publish grouped files with password and expiry date	Files column: File, Public urls: Link, Expiry Date: Date, Password: Long text or Text

Delete links

Automation	Required Columns
Delete published urls for files and clear public urls	Files column: File, Public urls: Long text or Link

Note

If you are using an automation with secondary fields (i.e., a password or an expiry date), if these fields are left blank, that specific restriction won’t be in effect. For example, if the password field is empty, the file(s) will be freely available. The same goes for the expiry date - if no expiry date is set, the file(s) won’t expire.

Using automation templates

Now that your board structure is ready to go, let’s generate links using a pre-made automation template.

Click on Automate in the top right corner

Go to Templates and search for File Publisher

Click on File Publisher and select the template you’d like to use by clicking Use template

This will then direct you to the recipe builder.

Note

Before this page you may have to authenticate File Publisher to access certain areas of your account. Once this is approved, you’ll be redirected back to this page.

On this page all the columns in grey need to be populated with the columns on your board. Both the first and second fields should be the same files column where you’ll be uploading assets to. This will allow the automation to trigger whenever an asset is added or removed from the column.

When all the fields are filled out, click Add to Board in the bottom right of your screen.

That’s it!

Your automation has now been setup and is ready to use in your board.

Creating your own custom automation

Custom automations can also be used if the trigger of the templates doesn’t work for your use case. For example, if you would prefer to manually press a button or only generate the links when a status changes, you can achieve this by using a custom automation.

To do this, navigate to the Automations page like before, and select Board automations in the top tab instead of Templates.

From here, click Add new automation. This will then allow you to create a custom trigger (for example on button click). Then search for File Publisher in the actions section to see the available File Publisher actions.

Using workdocs

In addition to uploaded files, monday workdocs can also be added to the files column and published through File Publisher!

To add a workdoc, click inside the files column and select Doc.

You then have 3 options:

• New Doc: This will create a new doc for this cell
• Doc Templates: Browse your account doc templates and create a new doc for this cell
• Connect existing Doc: This will let you select an account wide doc to this cell

Note

Connecting to an existing Doc is only supported if you are using an automation that doesn’t group files into a single url.

Supported preview file extensions

Currently, File Publisher supports previews for the following file extensions. If a preview isn’t available for your file, you’ll be able to download the file instead.

Current supported file formats:

• Images: png, jpg, jpeg
• Videos: mov, mp4
• Audio: m4a, mp3
• Documents: pdf

Have a file format you’d like preview support for? Let us know!