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Find answers about uploading files, projects, notifications, Finder, and Flowless administration.

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Getting Started

The basic Flowless workflow for end users.

How do I open Flowless?

Open the Flowless Web App using the link provided by your administrator.

Administrators can also use Flowless → Open Web App from the Admin ledger after saving the App URL. Regular users do not need editing access to either setup spreadsheet.

How do I upload a file?
  1. Open the Upload tab.
  2. Enter your name.
  3. Search for and select the project.
  4. Choose a file or drag and drop it into the upload area.
  5. Click Upload file.
When the upload finishes, Flowless shows an Upload complete message.
How do I find project files?
  1. Open the Finder tab.
  2. Search by Project ID or project name.
  3. Select the project.
  4. Choose View files or Open folder.

Use Refresh files if the file list looks out of date. Opening a Drive file or folder also requires the appropriate Drive permissions; access to the Web App does not grant those permissions.

Projects

Finding, creating, and understanding project status.

The project I need is not listed.

First select Refresh project list.

If the project still does not appear, it may not be Active yet. Contact your administrator, or create a new project request if it is genuinely a new project.

How do I create a new project?
  1. Type the intended project name into Select Project.
  2. If no matching project exists, choose Create new project.
  3. Confirm the Project Name. Flowless assigns a temporary Project ID.
  4. Choose a file and upload it.
The new project remains Pending until an administrator approves it.
What does Pending mean?

Pending means the project was created from the Web App and is waiting for administrator review.

Pending projects are not shown in normal Upload or Finder searches. After approval, the project becomes Active.

What is the difference between Active and Inactive?

Active projects are available in Upload and Finder searches.

Inactive projects remain in the project master but are hidden from normal end-user search.

Files

Duplicate filenames, versions, and project folders.

What happens if the same filename already exists?

When Flowless detects an existing filename, it asks how to save the upload:

  • Replace existing file — save a replacement and move all previous files with that exact name in the project folder to Trash. The replacement has a new Drive file link.
  • Save as new version — keep existing files and add a suffix such as _v1 or _v2.
  • Cancel — do not upload the file.

Files with a different name, including a version suffix, are separate files. If the expected prompt does not appear, check the project folder and refresh the file list before uploading again.

Can I check files before uploading?

Yes. After selecting an existing project, choose Check existing files to see what is already stored in that project folder.

How do I open the project folder in Google Drive?

Open Finder, select the project, then choose Open folder.

Why is Folder_URL blank for a project?

A project can be registered before its Drive folder exists. In that case, Folder_URL remains blank.

The project folder is created and the URL is registered when a file upload first needs that folder.

Notifications

How Flowless email notifications work.

Who receives upload notifications?

Notifications are sent to users who are registered for notifications by the Flowless administrator.

The Notify setting controls whether a user is included in notification recipients.

I did not receive a notification email.
  • Check your spam or junk folder. If the message is a legitimate Flowless notification, mark it as not spam.
  • Confirm that your administrator has enabled Notify for your user record.
  • Ask the administrator to verify the full email address in Master_Users.

Admin Email is the destination for new Pending project alerts. Member upload and approval notifications use the user records and Notify settings.

Will I be notified when a Pending project is approved?

Flowless can send an approval notification when a Pending project becomes Active. The administrator can choose whether to send the notification during approval.

Admin

Flowless v1.1 setup and administration.

How do I set up Flowless v1.1?
  1. Copy both supplied templates: the Admin ledger and the Web helper sheet, using your operating Google account.
  2. In the copied Admin ledger, open Flowless → Open Admin Sidebar → Settings. Paste the URL of your copied Web sheet into Web Sheet and click Connect.
  3. Reload the copied Web sheet and run Flowless → Initialize Connection. Complete authorization and confirm success.
  4. Configure your Parent Folder, Admin Email, sender settings, and user notification recipients.
  5. Open Apps Script from the Web helper sheet and deploy it as a Web App, executing as Me. Start with Only myself for testing.
  6. Copy the deployed /exec URL into Admin Sidebar → Settings → App URL and save it.

Authorize the Admin and Web projects separately when prompted. Do not deploy the Admin project. Copies of the supplied templates already include the scripts; buyers do not need to paste code or enter Script Properties.

Follow the v1.1 Admin Guide for the full setup and test sequence.

Where should I paste the Web sheet URL?

Paste the full URL of your copied Web helper sheet into Admin Sidebar → Settings → Web Sheet, then click Connect. A URL ending in /edit?gid=0#gid=0 or /edit?usp=drive_link is accepted there. For first connection, use the full sheet URL.

Do not paste it directly into the Settings tab. Connect saves the sheet ID there automatically. Refresh only reloads saved settings; it does not connect or normalize a URL.

If an initial, unused installation reports that the saved Web_Sheet_ID is invalid because a URL was pasted into that cell, clear only that value, reopen the Sidebar, and connect through its Web Sheet field. Keep the key name.

For an existing live connection, stop accepting uploads and follow the Admin Guide disconnection procedure before changing Web sheets. Do not clear a live connection as an initial-setup repair.
Which Web App access setting should I choose?

Deploy the Web helper project with Execute as: Me, using the operating account.

  • Only myself — testing by the deployer.
  • Anyone with Google account — users must sign in to Google.
  • Anyone — includes users who are not signed in to Google.

Available choices depend on the account and Workspace policy. With Anyone access, people who can reach the URL can search Active projects, list files, and upload. The name entered in the upload form and the Role in the user master do not authenticate a user or restrict project access.

Keep the Admin ledger and Web helper sheet restricted to trusted administrators. Drive permissions for opening files and folders are separate from Web App access.

Where do I save the deployed App URL?

Copy the Web deployment URL ending in /exec and save it in Admin Sidebar → Settings → App URL. Do not use a development /dev URL or the Web Sheet field.

Opening the Web App does not automatically register its URL. If the Settings tab still shows the old value after saving, reload the Admin spreadsheet and check it again.

How do I open the Admin Sidebar?

Open the Admin ledger and choose Flowless → Open Admin Sidebar. The separate Web helper sheet provides the Initialize Connection menu used during setup.

Do I have to configure a Parent Folder?

You can set a Google Drive folder in Admin Sidebar → Settings → Parent Folder using its ID or full folder URL. Configure your intended folder before sharing the Web App.

If it remains blank, Flowless can create its default parent folder when the first upload needs one. Changing Parent Folder does not move existing project folders or change their saved Folder_URL.

How do I add users?

You can add one user at a time from Admin Sidebar → Users.

For bulk entry, paste User_Name and Email into Master_Users. Flowless automatically fills the Notify checkbox, default Role, and Created_At.

How do I add projects in bulk?

Paste Project_ID and Project_Name into Master_Projects.

If Status and Created_At are blank, Flowless automatically sets Status = Active and fills Created_At.

Folder_URL stays blank until a file upload creates or confirms the project folder.

How do I approve a Pending project?
  1. Open Admin Sidebar → Pending.
  2. Select the Pending project.
  3. Review the uploaded file if needed.
  4. Enter the Final Project ID and confirm the Project Name.
  5. Choose whether to rename the Drive folder and send a notification.
  6. Click Approve and Activate.
How do I deactivate or reactivate a project?

Open Admin Sidebar → Projects, search for the project, then use Activate Selected or Deactivate Selected.

For a new Pending project, use the Pending approval workflow so its final Project ID and related records are handled together.

Troubleshooting

Quick answers for the most common problems.

Open Web App is not shown in the Flowless menu.
  1. Confirm that the Web helper project has been deployed as a Web App.
  2. Copy its /exec URL.
  3. Save it in Admin Sidebar → Settings → App URL.
  4. Reload the Admin ledger and check its Flowless menu.

Opening the deployment URL once does not save the App URL automatically.

The upload failed.

Read the displayed error and confirm that a project and file are selected.

Before retrying, check the project folder and ask the administrator to check Upload_Logs: a file or log entry may already have been created before a later step failed. Avoid repeatedly uploading the same file without checking.

If the problem continues, send the displayed error message to your Flowless administrator.

A project does not appear in Finder.

Select Refresh project list. Finder only shows Active projects.

A Pending project needs administrator approval through the Pending workflow. An Inactive project needs reactivation.

The project folder cannot be opened.

Refresh the project list and try again. If the issue continues, ask the administrator to verify the project's Folder_URL and Drive access.

I see “Parent Folder is not configured.”

This means no parent folder has been configured yet.

Flowless can create its default Flowless Files folder automatically when the first upload needs a parent folder.

For normal users, no action is usually required.

Guides

Flowless v1.1 PDF guides for users and administrators.

User's Guide

Uploading files, creating new projects, and using Finder.

Open User's Guide

Admin Guide

Two-template setup, connection, deployment, users, and Pending approvals.

Open Admin Guide