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Overview

The Dropbox Paper integration provides two workflow actions for creating and updating Paper documents from incidents. If you are unfamiliar with how workflows function, see the Workflows documentation first.
Dropbox Paper workflow actions

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Create a Dropbox Paper Document

This action creates a new Paper document in a specified Dropbox folder.
Create Dropbox Paper action configuration

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Fields

Name The display name for this workflow action. Rename it to describe what the action does — the value does not affect behavior. Namespace Only available when integrated with Dropbox Paper Business. Selects the team namespace from which the parent folder list is populated.
If you integrated with personal Dropbox Paper, the Namespace field is not shown and folders are limited to your personal folders.
Parent Folder The folder in which the Paper document will be created.
  • Dropbox Paper (personal) — shows your personal folders
  • Dropbox Paper Business — shows folders within the selected Namespace
Title The title of the Paper document. Defaults to {{ incident.title }}. Supports Liquid syntax.
Use the Incident Variable Explorer to preview what Liquid variables return for your incidents.
Retrospective Template Select a predefined retrospective template to populate the document body. Templates are managed on the Retrospective Templates page.
If a Retrospective Template is selected, it overrides any content defined in the Custom Retrospective Template field.
Custom Retrospective Template Define the body content of the Paper document manually. Supports Liquid syntax. Used only when no Retrospective Template is selected. Mark Post Mortem as Published When enabled, marks the retrospective status as published after the document is created. Use this when you have follow-up notification workflows that trigger on published retrospectives.

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Update a Dropbox Paper Document

This action updates an existing Paper document with new content.

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Fields

Name The display name for this workflow action. File ID The Dropbox file ID of the Paper document to update. Supports Liquid syntax. Use {{ incident.retrospective_url }} or a stored file ID variable to reference the document created earlier in the workflow.
When a Create a Dropbox Paper action runs, Rootly stores the resulting document URL and file ID on the incident record. You can reference the file ID in subsequent update actions using Liquid variables.
Title The updated title for the document. Supports Liquid syntax. Leave blank to keep the existing title. Content Additional HTML content to append to the document. Supports Liquid syntax. Retrospective Template Select a predefined retrospective template to re-render the document body.