Agregar conteúdo de vários documentos

Nível de codificação: iniciante
Duração: 15 minutos
Tipo de projeto: automação com um menu personalizado

Objetivos

  • Entenda o que a solução faz.
  • Entenda o que os serviços do Apps Script fazem na solução.
  • Configure o script.
  • Execute o script.

Sobre esta solução

Para economizar tempo e reduzir erros de cópia e colagem manual, é possível importar conteúdo de vários documentos para um documento principal. Essa solução se concentra na agregação de relatórios de status do projeto, mas você pode editá-la de acordo com suas necessidades.

Captura de tela dos resumos de projetos importados

Como funciona

O script cria uma pasta para armazenar os documentos de onde você quer importar o conteúdo e um documento de modelo para iniciar a importação. O script também inclui funções que criam documentos de exemplo para demonstrar essa solução.

Quando um usuário seleciona Import summaries no menu personalizado, o script recebe todos os arquivos do Documentos na pasta e itera por cada um deles. O script procura uma string específica e um tipo de título para identificar o texto do resumo que precisa copiar. Depois que o texto é copiado, o script muda a cor do texto da string de identificador para evitar a duplicação. O script cola os resumos no documento principal, cada um em uma tabela de célula única.

Serviços do Apps Script

Esta solução usa os seguintes serviços:

  • Serviço de documentos: cria o modelo e documentos de origem de amostra. Itera cada documento de origem em busca de novos resumos de projetos para importar. Importa os resumos para o documento principal. Atualiza os documentos de origem para evitar que os resumos sejam importados mais de uma vez.
  • Serviço do Drive: cria uma pasta para armazenar os documentos de origem. Adiciona o documento de modelo e os documentos de origem de amostra à pasta.
  • Serviço de utilitários: formata a data que o script adiciona ao documento principal toda vez que ele importa resumos dos documentos de origem.
  • Serviço base: usa a classe Session para receber o fuso horário do script. O script usa o fuso horário ao adicionar a data da importação ao documento principal.

Pré-requisitos

Para usar este exemplo, você precisa dos seguintes pré-requisitos:

  • Uma Conta do Google (as contas do Google Workspace podem exigir a aprovação do administrador).
  • Um navegador da Web com acesso à Internet.

Configurar o script

Clique no botão abaixo para fazer uma cópia do documento Conteúdo agregado.
Fazer uma cópia

Executar o script

Executar uma demonstração com documentos de amostra

  1. Clique em Importar resumos > Configurar > Executar a configuração de demonstração com documentos de exemplo. Talvez seja necessário atualizar a página para que esse menu personalizado apareça.

  2. Quando solicitado, autorize o script. Se a tela de consentimento do OAuth mostrar o aviso Este app não está verificado, continue selecionando Avançado > Acessar {Nome do projeto} (inseguro).

  3. Clique em Importar resumos > Configurar > Executar a configuração de demonstração com documentos de exemplo novamente.

  4. Quando solicitado, copie o URL da pasta do Drive para usar em uma etapa posterior.

  5. Clique em OK.

  6. Clique em Importar resumos > Importar resumos.

  7. Quando solicitado, clique em OK.

  8. Analise os resumos do projeto que foram importados dos documentos de exemplo.

Adicionar e importar um resumo

  1. Em uma nova guia do navegador, cole o URL da pasta para abrir a pasta Status do projeto.
  2. Abra o arquivo Project ABC.
  3. Crie um novo resumo para importação adicionando o seguinte conteúdo ao final do documento:
    1. Digite Summary e defina o estilo do texto como Título 3.
    2. Logo abaixo de Summary, insira uma tabela de 1 x 1. Confira se não há linhas em branco entre Summary e a tabela.
    3. Na tabela, digite Hello world!.
  4. Volte para o documento principal e clique em Importar resumos > Importar resumos.
  5. Quando solicitado, clique em OK.
  6. Confira a importação mais recente no final do documento.

Revisar o código

Para revisar o código do Apps Script para essa solução, clique em Ver código-fonte abaixo:

Acessar o código-fonte

Code.gs

solutions/automations/aggregate-document-content/Code.js
// To learn how to use this script, refer to the documentation:
// https://developers.google.com/apps-script/samples/automations/aggregate-document-content

/*
Copyright 2022 Google LLC

Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at

    https://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.
*/

/** 
 * This file containts the main application functions that import data from
 * summary documents into the body of the main document.
 */

// Application constants
const APP_TITLE = 'Document summary importer'; // Application name
const PROJECT_FOLDER_NAME = 'Project statuses'; // Drive folder for the source files.

// Below are the parameters used to identify which content to import from the source documents
// and which content has already been imported.
const FIND_TEXT_KEYWORDS = 'Summary'; // String that must be found in the heading above the table (case insensitive).
const APP_STYLE = DocumentApp.ParagraphHeading.HEADING3; // Style that must be applied to heading above the table.
const TEXT_COLOR = '#2e7d32'; // Color applied to heading after import to avoid duplication.

/**
 * Updates the main document, importing content from the source files.
 * Uses the above parameters to locate content to be imported.
 * 
 * Called from menu option.
 */
function performImport() {
  // Gets the folder in Drive associated with this application.
  const folder = getFolderByName_(PROJECT_FOLDER_NAME);
  // Gets the Google Docs files found in the folder. 
  const files = getFiles(folder);

  // Warns the user if the folder is empty.
  const ui = DocumentApp.getUi();
  if (files.length === 0) {
    const msg =
      `No files found in the folder '${PROJECT_FOLDER_NAME}'.
      Run '${MENU.SETUP}' | '${MENU.SAMPLES}' from the menu
      if you'd like to create samples files.`
    ui.alert(APP_TITLE, msg, ui.ButtonSet.OK);
    return;
  }

  /** Processes main document */
  // Gets the active document and body section.
  const docTarget = DocumentApp.getActiveDocument();
  const docTargetBody = docTarget.getBody();

  // Appends import summary section to the end of the target document. 
  // Adds a horizontal line and a header with today's date and a title string.
  docTargetBody.appendHorizontalRule();
  const dateString = Utilities.formatDate(new Date(), Session.getScriptTimeZone(), 'MMMM dd, yyyy');
  const headingText = `Imported: ${dateString}`;
  docTargetBody.appendParagraph(headingText).setHeading(APP_STYLE);
  // Appends a blank paragraph for spacing.
  docTargetBody.appendParagraph(" ");

  /** Process source documents */
  // Iterates through each source document in the folder.
  // Copies and pastes new updates to the main document.
  let noContentList = [];
  let numUpdates = 0;
  for (let id of files) {

    // Opens source document; get info and body.
    const docOpen = DocumentApp.openById(id);
    const docName = docOpen.getName();
    const docHtml = docOpen.getUrl();
    const docBody = docOpen.getBody();

    // Gets summary content from document and returns as object {content:content}
    const content = getContent(docBody);

    // Logs if document doesn't contain content to be imported.
    if (!content) {
      noContentList.push(docName);
      continue;
    }
    else {
      numUpdates++
      // Inserts content into the main document.
      // Appends a title/url reference link back to source document.
      docTargetBody.appendParagraph('').appendText(`${docName}`).setLinkUrl(docHtml);
      // Appends a single-cell table and pastes the content.
      docTargetBody.appendTable(content);
    }
    docOpen.saveAndClose()
  }
  /** Provides an import summary */
  docTarget.saveAndClose();
  let msg = `Number of documents updated: ${numUpdates}`
  if (noContentList.length != 0) {
    msg += `\n\nThe following documents had no updates:`
    for (let file of noContentList) {
      msg += `\n ${file}`;
    }
  }
  ui.alert(APP_TITLE, msg, ui.ButtonSet.OK);
}

/**
 * Updates the main document drawing content from source files.
 * Uses the parameters at the top of this file to locate content to import.
 * 
 * Called from performImport().
 */
function getContent(body) {

  // Finds the heading paragraph with matching style, keywords and !color.
  var parValidHeading;
  const searchType = DocumentApp.ElementType.PARAGRAPH;
  const searchHeading = APP_STYLE;
  let searchResult = null;

  // Gets and loops through all paragraphs that match the style of APP_STYLE.
  while (searchResult = body.findElement(searchType, searchResult)) {
    let par = searchResult.getElement().asParagraph();
    if (par.getHeading() == searchHeading) {
      // If heading style matches, searches for text string (case insensitive).
      let findPos = par.findText('(?i)' + FIND_TEXT_KEYWORDS);
      if (findPos !== null) {

        // If text color is green, then the paragraph isn't a new summary to copy.
        if (par.editAsText().getForegroundColor() != TEXT_COLOR) {
          parValidHeading = par;
        }
      }
    }
  }

  if (!parValidHeading) {
    return;
  } else {
    // Updates the heading color to indicate that the summary has been imported.     
    let style = {};
    style[DocumentApp.Attribute.FOREGROUND_COLOR] = TEXT_COLOR;
    parValidHeading.setAttributes(style);
    parValidHeading.appendText(" [Exported]");

    // Gets the content from the table following the valid heading.
    let elemObj = parValidHeading.getNextSibling().asTable();
    let content = elemObj.copy();

    return content;
  }
}

/**
 * Gets the IDs of the Docs files within the folder that contains source files.
 * 
 * Called from function performImport().
 */
function getFiles(folder) {
  // Only gets Docs files.
  const files = folder.getFilesByType(MimeType.GOOGLE_DOCS);
  let docIDs = [];
  while (files.hasNext()) {
    let file = files.next();
    docIDs.push(file.getId());
  }
  return docIDs;
}

solutions/automations/aggregate-document-content/Menu.js
/**
 * Copyright 2022 Google LLC
 *
 * Licensed under the Apache License, Version 2.0 (the "License");
 * you may not use this file except in compliance with the License.
 * You may obtain a copy of the License at
 *
 *      http://www.apache.org/licenses/LICENSE-2.0
 *
 * Unless required by applicable law or agreed to in writing, software
 * distributed under the License is distributed on an "AS IS" BASIS,
 * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 * See the License for the specific language governing permissions and
 * limitations under the License.
 */

/** 
 * This file contains the functions that build the custom menu.
 */
// Menu constants for easy access to update.
const MENU = {
  NAME: 'Import summaries',
  IMPORT: 'Import summaries',
  SETUP: 'Configure',
  NEW_INSTANCE: 'Setup new instance',
  TEMPLATE: 'Create starter template',
  SAMPLES: 'Run demo setup with sample documents'
}

/**
 * Creates custom menu when the document is opened.
 */
function onOpen() {
  const ui = DocumentApp.getUi();
  ui.createMenu(MENU.NAME)
    .addItem(MENU.IMPORT, 'performImport')
    .addSeparator()
    .addSubMenu(ui.createMenu(MENU.SETUP)
      .addItem(MENU.NEW_INSTANCE, 'setupConfig')
      .addItem(MENU.TEMPLATE, 'createSampleFile')
      .addSeparator()
      .addItem(MENU.SAMPLES, 'setupWithSamples'))
    .addItem('About', 'aboutApp')
    .addToUi()
}

/**
 * About box for context and contact.
 * TODO: Personalize
 */
function aboutApp() {
  const msg = `
  ${APP_TITLE}
  Version: 1.0
  Contact: <Developer Email goes here>`

  const ui = DocumentApp.getUi();
  ui.alert("About this application", msg, ui.ButtonSet.OK);
}

Setup.gs

solutions/automations/aggregate-document-content/Setup.js
/**
 * Copyright 2022 Google LLC
 *
 * Licensed under the Apache License, Version 2.0 (the "License");
 * you may not use this file except in compliance with the License.
 * You may obtain a copy of the License at
 *
 *      http://www.apache.org/licenses/LICENSE-2.0
 *
 * Unless required by applicable law or agreed to in writing, software
 * distributed under the License is distributed on an "AS IS" BASIS,
 * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 * See the License for the specific language governing permissions and
 * limitations under the License.
 */

/** 
 * This file contains functions that create the template and sample documents.
 */

/**
 * Runs full setup configuration, with option to include samples.
 * 
 * Called from menu & setupWithSamples()
 * 
 * @param {boolean} includeSamples - Optional, if true creates samples files. * 
 */
function setupConfig(includeSamples) {

  // Gets folder to store documents in.
  const folder = getFolderByName_(PROJECT_FOLDER_NAME)

  let msg =
    `\nDrive Folder for Documents: '${PROJECT_FOLDER_NAME}'
   \nURL: \n${folder.getUrl()}`

  // Creates sample documents for testing.
  // Remove sample document creation and add your own process as needed.
  if (includeSamples) {
    let filesCreated = 0;
    for (let doc of samples.documents) {
      filesCreated += createGoogleDoc(doc, folder, true);
    }
    msg += `\n\nFiles Created: ${filesCreated}`
  }
  const ui = DocumentApp.getUi();
  ui.alert(`${APP_TITLE} [Setup]`, msg, ui.ButtonSet.OK);

}

/**
 * Creates a single document instance in the application folder.
 * Includes import settings already created [Heading | Keywords | Table]
 * 
 * Called from menu. 
 */
function createSampleFile() {

  // Creates a new Google Docs document.
  const templateName = `[Template] ${APP_TITLE}`;
  const doc = DocumentApp.create(templateName);
  const docId = doc.getId();

  const msg = `\nDocument created: '${templateName}'
  \nURL: \n${doc.getUrl()}`

  // Adds template content to the body.
  const body = doc.getBody();

  body.setText(templateName);
  body.getParagraphs()[0].setHeading(DocumentApp.ParagraphHeading.TITLE);
  body.appendParagraph('Description').setHeading(DocumentApp.ParagraphHeading.HEADING1);
  body.appendParagraph('');

  const dateString = Utilities.formatDate(new Date(), Session.getScriptTimeZone(), 'MMMM dd, yyyy');
  body.appendParagraph(`${FIND_TEXT_KEYWORDS} - ${dateString}`).setHeading(APP_STYLE);
  body.appendTable().appendTableRow().appendTableCell('TL;DR');
  body.appendParagraph("");

  // Gets folder to store documents in.
  const folder = getFolderByName_(PROJECT_FOLDER_NAME)

  // Moves document to application folder.
  DriveApp.getFileById(docId).moveTo(folder);

  const ui = DocumentApp.getUi();
  ui.alert(`${APP_TITLE} [Template]`, msg, ui.ButtonSet.OK);
}

/**
 * Configures application for demonstration by setting it up with sample documents.
 * 
 * Called from menu | Calls setupConfig with option set to true. 
 */
function setupWithSamples() {
  setupConfig(true)
}

/** 
 * Sample document names and demo content. 
 * {object} samples[]
*/
const samples = {
  'documents': [
    {
      'name': 'Project GHI',
      'description': 'Google Workspace Add-on inventory review.',
      'content': 'Reviewed all of the currently in-use and proposed Google Workspace Add-ons. Will perform an assessment on how we can reduce overlap, reduce licensing costs, and limit security exposures. \n\nNext week\'s goal is to report findings back to the Corp Ops team.'
    },
    {
      'name': 'Project DEF',
      'description': 'Improve IT networks within the main corporate building.',
      'content': 'Primarily focused on 2nd thru 5th floors in the main corporate building evaluating the network infrastructure. Benchmarking tests were performed and results are being analyzed. \n\nWill submit all findings, analysis, and recommendations next week for committee review.'
    },
    {
      'name': 'Project ABC',
      'description': 'Assess existing Google Chromebook inventory and recommend upgrades where necessary.',
      'content': 'Concluded a pilot program with the Customer Service department to perform inventory and update inventory records with Chromebook hardware, Chrome OS versions, and installed apps. \n\nScheduling a work plan and seeking necessary go-forward approvals for next week.'
    },
  ],
  'common': 'This sample document is configured to work with the Import summaries custom menu. For the import to work, the source documents used must contain a specific keyword (currently set to "Summary"). The keyword must reside in a paragraph with a set style (currently set to "Heading 3") that is directly followed by a single-cell table. The table contains the contents to be imported into the primary document.\n\nWhile those rules might seem precise, it\'s how the application programmatically determines what content is meant to be imported and what can be ignored. Once a summary has been imported, the script updates the heading font to a new color (currently set to Green, hex \'#2e7d32\') to ensure the app ignores it in future imports. You can change these settings in the Apps Script code.'
}

/**
 * Creates a sample document in application folder.
 * Includes import settings already created [Heading | Keywords | Table].
 * Inserts demo data from samples[].
 * 
 * Called from menu. 
 */
function createGoogleDoc(document, folder, duplicate) {

  // Checks for duplicates.
  if (!duplicate) {
    // Doesn't create file of same name if one already exists.
    if (folder.getFilesByName(document.name).hasNext()) {
      return 0 // File not created.
    }
  }

  // Creates a new Google Docs document.
  const doc = DocumentApp.create(document.name).setName(document.name);
  const docId = doc.getId();

  // Adds boilerplate content to the body.
  const body = doc.getBody();

  body.setText(document.name);
  body.getParagraphs()[0].setHeading(DocumentApp.ParagraphHeading.TITLE);
  body.appendParagraph("Description").setHeading(DocumentApp.ParagraphHeading.HEADING1);
  body.appendParagraph(document.description);
  body.appendParagraph("Usage Instructions").setHeading(DocumentApp.ParagraphHeading.HEADING1);
  body.appendParagraph(samples.common);

  const dateString = Utilities.formatDate(new Date(), Session.getScriptTimeZone(), 'MMMM dd, yyyy');
  body.appendParagraph(`${FIND_TEXT_KEYWORDS} - ${dateString}`).setHeading(APP_STYLE);
  body.appendTable().appendTableRow().appendTableCell(document.content);
  body.appendParagraph("");

  // Moves document to application folder.
  DriveApp.getFileById(docId).moveTo(folder);

  // Returns if successfully created.
  return 1
}

Utilities.gs

solutions/automations/aggregate-document-content/Utilities.js
/**
 * Copyright 2022 Google LLC
 *
 * Licensed under the Apache License, Version 2.0 (the "License");
 * you may not use this file except in compliance with the License.
 * You may obtain a copy of the License at
 *
 *      http://www.apache.org/licenses/LICENSE-2.0
 *
 * Unless required by applicable law or agreed to in writing, software
 * distributed under the License is distributed on an "AS IS" BASIS,
 * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 * See the License for the specific language governing permissions and
 * limitations under the License.
 */

/** 
 * This file contains common utility functions.
 */

/**
 * Returns a Drive folder located in same folder that the application document is located.
 * Checks if the folder exists and returns that folder, or creates new one if not found.
 *
 * @param {string} folderName - Name of the Drive folder. 
 * @return {object} Google Drive folder
 */
function getFolderByName_(folderName) {
  // Gets the Drive folder where the current document is located.
  const docId = DocumentApp.getActiveDocument().getId();
  const parentFolder = DriveApp.getFileById(docId).getParents().next();

  // Iterates subfolders to check if folder already exists.
  const subFolders = parentFolder.getFolders();
  while (subFolders.hasNext()) {
    let folder = subFolders.next();

    // Returns the existing folder if found.
    if (folder.getName() === folderName) {
      return folder;
    }
  }
  // Creates a new folder if one doesn't already exist.
  return parentFolder.createFolder(folderName)
    .setDescription(`Created by ${APP_TITLE} application to store documents to process`);
}

/**
 * Test function to run getFolderByName_.
 * @logs details of created Google Drive folder.
 */
function test_getFolderByName() {

  // Gets the folder in Drive associated with this application.
  const folder = getFolderByName_(PROJECT_FOLDER_NAME);

  console.log(`Name: ${folder.getName()}\rID: ${folder.getId()}\rURL:${folder.getUrl()}\rDescription: ${folder.getDescription()}`)
  // Uncomment the following to automatically delete the test folder.
  // folder.setTrashed(true);
}

Colaboradores

Esse exemplo é mantido pelo Google com a ajuda de especialistas em desenvolvimento do Google.

Próximas etapas