<aside> 📢 Several settings must be completed before you begin working with files in Creatio and checking to see if they have been added to OneDrive:

1. Authorization and saving files in OneDrive:
   • Setup in OneDrive for creating a connection between a particular OneDrive account and Creatio.
   • Setup up Creatio Web services for making a connection between a particular OneDrive account and Creatio.
   • Setup in Creatio to indicate the maximum size of uploaded files and place of their storage.
2. Folders hierarchy:
   • Setup in Creatio the lookup [Folder hierarchy settings[ to indicate the name of the automatically generated folders and their position in the hierarchy.
3. Run the process [Update Files DB Structure] from the process library. </aside>

Getting Creatio application URL

To get the correct URL of the Creatio application, follow these steps:

1. Go to the [Studio] workplace → [Web Services] section.

   

2. Open the service record named [OneDrive].

   <aside> 💡

   Note: An informational message is displayed when the entry is opened.

   

   </aside>

3. Go to the [Authentication] tab and press the button. The application authorization page will be opened in a new window.

   

4. Copy the redirect URL of the Creatio application.

   

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Registering Creatio application in Microsoft Azure

1. Go to the Microsoft Azure App registrations page and click the [New registration] button.

   

   

2. Fill in the fields in the Register an application form according to the table below. Click the [Register] button.

   • Name: name of the application (can give any name that you want).

   • Supported account types: who can use this application or access this API. Choose the option depending on your integration scenario:

     • Multitenant: select ‘Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)’ if the connector should work with any Azure AD tenant and personal Microsoft accounts.

     • Single tenant: select ‘Accounts in this organizational directory only ({your organization name} only - Single tenant)’ if the connector should only be used by users within your own organization’s Azure AD directory.

       <aside> 💡

       Note: With a single-tenant registration, only accounts from your own Azure AD directory can authorize the connection — external tenants and personal Microsoft accounts won’t be able to sign in. Use this option when the OneDrive integration is meant to stay within your organization.

       </aside>

   • Redirect URI (optional): enter your Creatio application URL link.

     <aside> 💡

     Note: Take a look at Getting the URL of the Creatio application.

     </aside>

   

API permissions setup

Add API permissions to your APP. For this do some simple steps:

1. Go to [API permissions] tab and press [Add a permission].

   

2. Choose [Microsoft Graph].

   

3. Choose [Delegated permissions].

   

4. Find and choose all rights that you need.

   

<aside> 💡

Note: The list of permissions is specified in the application authentication settings.

</aside>

As a result of adding you’ll have them on the list.