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Overview

Our Dropbox Paper integration leverages workflows to automatically generate retrospective documents in Dropbox Paper. If you are unfamiliar with how Workflows function please visit our Workflows documentation first.
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Available Workflow Actions

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Create a Dropbox Paper

This action allows you to create a retrospective document into a Dropbox Paper folder.
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Name

This field is automatically set for you. You can rename this field to whatever best describes your action. The value in this field does not affect how the workflow action behaves.

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Namespace

This field is only available if you integrated with Dropbox Paper Business. This field allows you to select the team folder in which the Parent Folder will be selected from.

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Parent Folder

This field allows you to define which folder to create the Paper document in. The list of folders shown in the dropdown are determined by whether if you integrated with Dropbox Paper or Dropbox Paper Business.
  • If you integrated with Dropbox Paper, then the list of folders will be restricted to your personal folders.
  • If you integrated with Dropbox Paper Business, then the list of folders will be dependent on the folder selected in the Namespace field.

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Title

This field allows you to define the title of the Paper document. It is defaulted to match the title ( {{ incident.title }} ) of your incident. This field supports Liquid syntax.
TIP: You can use the Incident Variable Explorer to test out what value each liquid variable returns.

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Custom Retrospective Template

This field allows you to define the body content of the Paper document. This field supports Liquid syntax.
TIP: You can use the Incident Variable Explorer to test out what value each liquid variable returns.

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Retrospective Template

This field allows you to use a predefined retrospective template to create the body content of the Paper document. The list of selectable templates can be defined in the Retrospective Templates page.
If a template is selected in this field, the content defined in the Custom Retrospective Template field will be overridden.

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Mark Post Mortem as Published

This field allows you to define the status of the retrospective. A retrospective can be in either a draft or a published status. This is typically used if you have automated notification workflows that are only triggered when the retrospective status is published.

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Support

If you need help or more information about this integration, please contact support@rootly.com or start a chat by navigating to Help > Chat with Us.