Get team member details in Google Workspace

Coding level: Intermediate
Duration: 45 minutes
Project type: Google Workspace Add-on

Objectives

• Understand what the solution does.
• Understand what the Apps Script services do within the solution.
• Set up the environment.
• Set up the script.
• Run the script.

About this solution

Show information, such as email, phone number, and department, about people you collaborate with in your organization while you're working in Google Workspace. You can view this information when responding to Gmail messages, editing a Google Drive file, or viewing Google Calendar events.

How it works

The script gets email addresses from the active message, file, or event. Depending on the context, this can include Gmail message recipients, Drive file editors, and Calendar event attendees. The script only shows information for email addresses in your organization.

Apps Script services

This solution uses the following services:

• Admin SDK Directory advanced service–Searches for people using the Directory API.
• Base service–Uses the Session class to help filter email addresses and not show the current user in search results.
• Cache service–Searches the cache first when looking up a single person from the Directory API.
• Calendar service–If the context is a Calendar event, gets email addresses from the active event.
• Card service–Creates the user interface of the add-on.
• Drive service–If the context is a Drive file, gets email addresses of the collaborators if the user has permission to view them in the active file.
• Gmail service–If the context is a Gmail message, gets email addresses from the To, Cc, and From fields in the active Gmail message.

Prerequisites

• A web browser with access to the internet.
• A Google Workspace account (You might need administrator approval).
• A Google Cloud project.

Set up your environment

Open your Cloud project in the Google Cloud console

If it's not open already, open the Cloud project that you intend to use for this sample:

1. In the Google Cloud console, go to the Select a project page.

   Select a Cloud project

2. Select the Google Cloud project you want to use. Or, click Create project and follow the on-screen instructions. If you create a Google Cloud project, you might need to turn on billing for the project.

Turn on the Admin SDK API

This quickstart uses the Admin SDK API Directory advanced service, which accesses the Admin SDK API.

Before using Google APIs, you need to turn them on in a Google Cloud project. You can turn on one or more APIs in a single Google Cloud project.

In your Cloud project, turn on the Admin SDK API.

Turn on the API

Configure the OAuth consent screen

Google Workspace Add-ons require a consent screen configuration. Configuring your add-on's OAuth consent screen defines what Google displays to users.

1. In the Google Cloud console, go to Menu > APIs & Services > OAuth consent screen.

   Go to OAuth consent screen

2. For User type select Internal, then click Create.
3. Complete the app registration form, then click Save and Continue.

4. For now, you can skip adding scopes and click Save and Continue. In the future, when you create an app for use outside of your Google Workspace organization, you must change the User type to External, and then, add the authorization scopes that your app requires.

5. Review your app registration summary. To make changes, click Edit. If the app registration looks OK, click Back to Dashboard.

Set up the script

Create the Apps Script project

1. Click the following button to open the Teams list Apps Script project.
   Open the project

2. Click Overview .

3. On the overview page, click Make a copy .

Copy the Cloud project number

1. In the Google Cloud console, go to Menu > IAM & Admin > Settings.

   Go to IAM & Admin Settings

2. In the Project number field, copy the value.

Set the Apps Script project's Cloud project

1. In your copied Apps Script project, click Project Settings .
2. Under Google Cloud Platform (GCP) Project, click Change project.
3. In GCP project number, paste the Google Cloud project number.
4. Click Set project.

Install a test deployment

1. In your copied Apps Script project, click Editor .
2. Open the Code.gs file and click Run. When prompted, authorize the script.
3. Click Deploy > Test deployments.
4. Click Install > Done.

Run the script

1. Open a Gmail message, Calendar event, or Drive file.
2. On the right sidebar, open the Team List add-on .
3. If prompted, authorize the add-on.
4. The add-on shows information about team members or indicates that the message, event, or file has no team members.
5. To find team members, click Search for people and enter a name or email address. Click Search.

Review the code

To review the Apps Script code for this solution, click View source code below:

View source code

Code.gs

// Copyright 2022 Google Inc. All Rights Reserved.
//
// 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.

// Sample Google Workspace Add-on that displays profile information about people
// the user is collaborating with. Collaborators are based on the context --
// recipients of a gmail message, Drive file ACLs, or event attendees.
//
// Profile information is from the Directory API in the Admin SDK. As a result,
// the add-on only shows information for email addresses in the same domain
// as as the current user. Different  strategies can be used for other use cases,
// such as integration with a CRM where the focus may be on external email
// addresses/customers.

// See https://github.com/contributorpw/lodashgs
var _ = LodashGS.load();

/**
* Renders the home page for the add-on. Used in all host apps when
* no context selected.
*
* @param {Object} event - current add-on event
* @return {Card[]} Card(s) to display
*/
function onHomePage(event) {
  var card = buildSearchCard_();
  return [card];
}

/**
* Renders the contextual interface for a Gmail message.
*
* @param {Object} event - current add-on event
* @return {Card[]} Card(s) to display
*/
function onGmailMessageSelected(event) {
  var emails = extractEmailsFromMessage_(event);
  var people = fetchPeople_(emails);
  if (people.length == 0) {
    var card = buildSearchCard_("No team members found for current message.");
    return [card];
  }
  var card = buildTeamListCard_(people)
  return [card];
}

/**
* Renders the contextual interface for a calendar event.
*
* @param {Object} event - current add-on event
* @return {Card[]} Card(s) to display
*/
function onCalendarEventOpen(event) {
  var emails = extractEmailsFromCalendarEvent_(event);
  var people = fetchPeople_(emails);
  if (people.length == 0) {
    var card = buildSearchCard_("No team members found for current event.");
    return [card];
  }
  var card = buildTeamListCard_(people)
  return [card];
}

/**
* Renders the contextual interface for a selected Drive file.
*
* @param {Object} event - current add-on event
* @return {Card[]} Card(s) to display
*/
function onDriveItemsSelected(event) {
  // For demo, only allow single select on files.
  if (event.drive.selectedItems.length != 1) {
    var message = "To view team members collaborating on a file, select one file only.";
    var card = buildSearchCard_(message);
    return [card];
  }

  var selectedItem = event.drive.selectedItems[0];
  if (!selectedItem.addonHasFileScopePermission) {
    // Need file access to read ACL, ask user to authorize.
    var authorizeFilesAction = CardService.newAction()
    .setFunctionName("onAuthorizeDriveFiles")
    .setLoadIndicator(CardService.LoadIndicator.SPINNER)
    .setParameters({id: selectedItem.id});
    var authorizationMessage = CardService.newTextParagraph()
    .setText("To view the people on your team the file is shared with, click *Authorize* to grant access.");
    var authorizeButton = CardService.newTextButton()
    .setText("Authorize")
    .setOnClickAction(authorizeFilesAction);
    var card = CardService.newCardBuilder()
    .addSection(CardService.newCardSection()
                .addWidget(authorizationMessage)
                .addWidget(authorizeButton))
    .build();
    return [card];
  }

  // Have access, extract ACLs to find co-workers
  var emails = extractEmailsFromDrivePermissions_(event);
  var people = fetchPeople_(emails);
  if (people.length == 0) {
    var card = buildSearchCard_("No team members found for current file.");
    return [card];
  }
  var card = buildTeamListCard_(people)
  return [card];
}

/**
* Handles the click for requesting drive file access.
*
* @param {Object} event - current add-on event
* @return {ActionResponse} Request to authorize access to a drive item
*/
function onAuthorizeDriveFiles(event) {
  var id = event.parameters.id;
  return CardService.newDriveItemsSelectedActionResponseBuilder()
  .requestFileScope(id)
  .build();
}

/**
* Handles the user search request.
*
* @param {Object} event - current add-on event
* @return {Card[]} Card(s) to display
*/
function onSearch(event) {
  if (!event.formInputs || !event.formInputs.query) {
    var notification = CardService.newNotification()
    .setText("Enter a query before searching.");
    return CardService.newActionResponseBuilder()
    .setNotification(notification)
    .build();
  }

  var query =  event.formInputs.query[0];
  var people = queryPeople_(query);

  if (!people || people.length == 0) {
    var notification = CardService.newNotification().setText("No people found.");
    return CardService.newActionResponseBuilder()
    .setNotification(notification)
    .build();
  }

  var card = buildTeamListCard_(people);
  var navigation = CardService.newNavigation().pushCard(card);
  return CardService.newActionResponseBuilder()
  .setNavigation(navigation)
  .build();
}

/**
* Handles the drill down to view detailed information about a person.
*
* @param {Object} event - current add-on event
* @return {Card[]} Card(s) to display
*/
function onShowPersonDetails(event) {
  var person = fetchPerson_(event.parameters.email);
  var card = buildPersonDetailsCard_(person);
  return [card]
}

/**
* Builds a card for displaying detailed information about a team member. Currently only shows
* a small subset of available information for demo purposes.
*
* @param {Object} person - User object from the Directory API
* @return {Card} Card to display
*/
function buildPersonDetailsCard_(person) {
  var photoUrl = person.thumbnailPhotoUrl ?
      person.thumbnailPhotoUrl : "https://ssl.gstatic.com/s2/profiles/images/silhouette200.png";
  var cardHeader = CardService.newCardHeader()
  .setImageUrl(photoUrl)
  .setImageStyle(CardService.ImageStyle.CIRCLE)
  .setTitle(person.name.fullName)
  if (person.organizations && person.organizations.length) {
    cardHeader.setSubtitle(person.organizations[0].title);
  }
  var section = CardService.newCardSection();
  if (person.emails) {
    person.emails.forEach(function(email) {
      section.addWidget(CardService.newKeyValue()
                        .setIcon(CardService.Icon.EMAIL)
                        .setContent(email.address));
    });
  }
  if (person.phones) {
    person.phones.forEach(function(phone) {
      section.addWidget(CardService.newKeyValue()
                        .setIcon(CardService.Icon.PHONE)
                        .setContent(phone.value));
    });
  }
  if (person.organizations) {
    person.organizations.forEach(function(org) {
      section.addWidget(CardService.newKeyValue()
                        .setIcon(CardService.Icon.MEMBERSHIP)
                        .setContent(org.department));
    });
  }

  if (person.locations) {
    person.locations.forEach(function(location) {
      var formattedLocation =
        Utilities.formatString("%s<br>%s", location.area, location.buildingId);
      section.addWidget(CardService.newKeyValue()
                        .setIcon(CardService.Icon.MAP_PIN)
                        .setContent(formattedLocation));
    });
  }

  return CardService.newCardBuilder()
  .setHeader(cardHeader)
  .addSection(section)
  .build();
}

/**
* Builds a card for displaying a list of people
*
* @param {Object[]} people - Array of users from the Directory API
* @return {Card} Card to display
*/
function buildTeamListCard_(people) {
  var resultsSection = CardService.newCardSection();
  people.forEach(function(person) {
    var photoUrl = person.thumbnailPhotoUrl ?
        person.thumbnailPhotoUrl : "https://ssl.gstatic.com/s2/profiles/images/silhouette200.png";
    var title = person.organizations ? person.organizations[0].title : null;
    var clickAction = CardService.newAction()
    .setFunctionName("onShowPersonDetails")
    .setLoadIndicator(CardService.LoadIndicator.SPINNER)
    .setParameters({email: person.primaryEmail});
    var personSummaryWidget = CardService.newKeyValue()
    .setContent(person.name.fullName)
    .setIconUrl(photoUrl)
    .setOnClickAction(clickAction);
    if (person.organizations && person.organizations.length) {
      personSummaryWidget.setBottomLabel(person.organizations[0].title);
    }
    resultsSection.addWidget(personSummaryWidget);
  });
  return CardService.newCardBuilder()
  .addSection(resultsSection)
  .build();
}

/**
* Builds the search interface for looking up people.
*
* @param {string} opt_error - Optional message to include (typically when
*    contextual search failed.)
* @return {Card} Card to display
*/
function buildSearchCard_(opt_error) {
  var banner = CardService.newImage()
  .setImageUrl('https://storage.googleapis.com/gweb-cloudblog-publish/original_images/Workforce_segmentation_1.png');

  var searchField = CardService.newTextInput()
  .setFieldName("query")
  .setHint("Name or email address")
  .setTitle("Search for people");

  var onSubmitAction = CardService.newAction()
  .setFunctionName("onSearch")
  .setLoadIndicator(CardService.LoadIndicator.SPINNER);

  var submitButton = CardService.newTextButton()
  .setText("Search")
  .setOnClickAction(onSubmitAction);

  var section = CardService.newCardSection()
  .addWidget(banner)
  .addWidget(searchField)
  .addWidget(submitButton);

  if (opt_error) {
    var message = CardService.newTextParagraph()
    .setText("Note: " + opt_error);
    section.addWidget(message);
  }


  return CardService.newCardBuilder()
  .addSection(section)
  .build();
}

/**
* Extracts email addresses from the selected Gmail message. Grabs all emails
* from the to/cc/from headers.
*
* @param {Object} event - current add-on event
* @return {string[]} Array of email addresses.
*/
function extractEmailsFromMessage_(event) {
  // Fetch currently selected message
  var accessToken = event.messageMetadata.accessToken;
  var messageId = event.messageMetadata.messageId;
  GmailApp.setCurrentMessageAccessToken(accessToken);
  var message = GmailApp.getMessageById(messageId);

  if (!message) {
    return [];
  }

  // Parse/emit any email addresses in the to/cc/from headers
  var splitEmailsRegexp = /\b[A-Z0-9._%+-]+@(?:[A-Z0-9-]+\.)+[A-Z]{2,6}\b/gi;
  var emails = _.union(
    message.getTo().match(splitEmailsRegexp),
    message.getCc().match(splitEmailsRegexp),
    message.getFrom().match(splitEmailsRegexp)
  );

  // Remove any +suffixes in the user name portion to get the canonical email
  var normalizeRegexp = /(.*)\+.*@(.*)/;
  emails = emails.map(function(email) {
    return email.replace(normalizeRegexp, "$1@$2");
  });

  return filterAndSortEmails_(emails);
}

/**
* Extracts email addresses from the selected Drive item. Grabs all emails
* from the file ACLs (if user has permission to view them.)
*
* @param {Object} event - current add-on event
* @return {string[]} Array of email addresses.
*/
function extractEmailsFromDrivePermissions_(event) {

  // Make sure just 1 file selected.
  if (event.drive.selectedItems.length != 1) {
    return [];
  }

  var itemId = event.drive.selectedItems[0].id;
  var emails = [];

  var item = Drive.Files.get(itemId, {fields: "owners, sharingUser"});
  if (item.sharingUser) {
    emails.push(item.sharingUser.emailAddress);
  }
  if (item.owners) {
    item.owners.forEach(function(owner) {
      emails.push(owner.emailAddress);
    });
  }
  try {
    var permissions = Drive.Permissions.list(itemId, {fields: '*'});
    if (permissions) {
      permissions.permissions.forEach(function(permission) {
        if (permission.type != 'domain') {
          emails.push(permission.emailAddress);
        }
      });
    }
  } catch (e) {
    // Ignore inability to fetch permissions, may not have access
    console.warn(e);
  }

  return filterAndSortEmails_(emails)
}

/**
* Extracts email addresses from the selected calendar event (attendees.)
*
* @param {Object} event - current add-on event
* @return {string[]} Array of email addresses.
*/
function extractEmailsFromCalendarEvent_(event) {
  if (!event.calendar || !event.calendar.attendees) {
    return [];
  }

  var emails = event.calendar.attendees.map(function(attendee) {
    return attendee.email;
  });
  return filterAndSortEmails_(emails);
}

/**
 * Filter email addresses to include only those in the same
 * domain and excluding the current user.
 *
 * @param {string[]} emails - Array of email addresses
 * @return {string[]}
 */
function filterAndSortEmails_(emails) {
  if (!emails) {
    return [];
  }

  var userEmail = Session.getActiveUser().getEmail();
  var domain = userEmail.slice(userEmail.indexOf('@') + 1);

  emails = emails.filter(function(email) {
    return _.endsWith(email, domain) && email != userEmail;
  });
  emails = _.uniq(emails);
  return emails.sort();
}

/**
 * Look up one or more people from the Directory API. May omit items
 * if email addresses aren't valid domain users.
 *
 * @param {string[]} emails - Array of email addresses to fetch
 * @return {Object[]} Array of user objects.
 */
function fetchPeople_(emails) {
  if (!emails || emails.length == 0) {
    return [];
  }

  return emails.map(fetchPerson_).filter(function(item) {
    return item != null && item.primaryEmail;
  });
}

/**
 * Look up a single person from the Directory API.
 *
 * @param {string} email - Email addresses to fetch
 * @return {Object} User object or null if not a valid user
 */
function fetchPerson_(email) {
  if (!email) {
    return null;
  }

  // Check cache first
  var person = CacheService.getUserCache().get(email);
  if (person && person.primaryEmail) {
    return JSON.parse(person);
  }

  try {
    person = AdminDirectory.Users.get(
        email, { projection: 'full', viewType: 'domain_public'});
    CacheService.getUserCache().put(email, JSON.stringify(person));
    return person;
  } catch (e) {
    // Ignore error, may not be valid domain user anymore.
    console.warn(e);
  }
  return null;
}

/**
 * Search for people from the Directory API by name or email address.
 *
 * @param {string} query - Name or email address to search for.
 * @return {Object[]} Array of user objects.
 */
function queryPeople_(query) {
  try {
    var options = {
      query: query,
      maxResults: 10,
      customer: 'my_customer',
      projection: 'full',
      viewType: 'domain_public'
    };
    var results = AdminDirectory.Users.list(options);
    var cacheValues = results.users.reduce(function(map, person) {
      map[person.primaryEmail] = JSON.stringify(person);
      return map;
    }, {});
    CacheService.getUserCache().putAll(cacheValues);
    return results.users;
  } catch (e) {
    // Ignore error
    console.warn(e);
  }
  return [];
}

appsscript.json

{
  "timeZone": "America/Denver",
  "dependencies": {
    "enabledAdvancedServices": [{
      "userSymbol": "Drive",
      "serviceId": "drive",
      "version": "v3"
    }, {
      "userSymbol": "AdminDirectory",
      "serviceId": "admin",
      "version": "directory_v1"
    }],
    "libraries": [{
      "userSymbol": "LodashGS",
      "libraryId": "1SQ0PlSMwndIuOAgtVJdjxsuXueECtY9OGejVDS37ckSVbMll73EXf2PW",
      "version": "5"
    }]
  },
  "exceptionLogging": "STACKDRIVER",
  "oauthScopes": [
    "https://www.googleapis.com/auth/userinfo.email",
    "https://www.googleapis.com/auth/admin.directory.user.readonly",
    "https://www.googleapis.com/auth/gmail.addons.execute",
    "https://www.googleapis.com/auth/gmail.addons.current.message.metadata",
    "https://www.googleapis.com/auth/calendar.addons.execute",
    "https://www.googleapis.com/auth/calendar.addons.current.event.read",
    "https://www.googleapis.com/auth/drive.addons.metadata.readonly",
    "https://www.googleapis.com/auth/drive.file"
  ],
  "urlFetchWhitelist": [],
  "runtimeVersion": "V8",
  "addOns": {
    "common": {
      "name": "Team List",
      "logoUrl": "https://www.gstatic.com/images/icons/material/system/1x/people_black_24dp.png",
      "layoutProperties": {
        "primaryColor": "#4285f4",
        "secondaryColor": "#ea4335"
      },
      "homepageTrigger": {
        "runFunction": "onHomePage",
        "enabled": true
      },
      "universalActions": [{
        "label": "Feedback",
        "openLink": "https://github.com/googleworkspace/add-ons-samples/issues"
      }],
      "openLinkUrlPrefixes": [
        "https://github.com/googleworkspace/add-ons-samples/"
      ]
    },
    "gmail": {
      "contextualTriggers": [{
        "unconditional": {
        },
        "onTriggerFunction": "onGmailMessageSelected"
      }]
    },
    "drive": {
      "homepageTrigger": {
        "runFunction": "onHomePage",
        "enabled": true
      },
      "onItemsSelectedTrigger": {
        "runFunction": "onDriveItemsSelected"
      }
    },
    "calendar": {
      "homepageTrigger": {
        "runFunction": "onHomePage",
        "enabled": true
      },
      "eventOpenTrigger": {
        "runFunction": "onCalendarEventOpen"
      },
      "currentEventAccess": "READ"
    }
  }
}

Contributors

This sample is maintained by Google with the help of Google Developer Experts.

Next steps

• Extend Google Workspace with add-ons
• Build Google Workspace Add-ons
• Publish an app