Nextcloud integration

You can use Nextcloud as an integrated file storage in OpenProject.

This integration makes it possible for you to:

  • Link files and folders stored in Nextcloud with work packages in OpenProject
  • View, open and download files and folders linked to a work package via the Files tab
  • View all work packages linked to a file
  • Create work packages directly in Nextcloud

Additionally you can:

  • View OpenProject notifications via the Nextcloud dashboard

  • Pick and preview links to work packages in Nextcloud

  • Search for work packages using Nextcloud’s search bar

It is also possible to automatically create dedicated project folders, which makes documentation structure clearer and makes navigation more intuitive.

Note

To be able to use Nextcloud as a file storage in your project, the administrator of your instance should first have completed the Nextcloud integration setup.

Topic Description
Connect your OpenProject and Nextcloud accounts How to connect your Nextcloud and OpenProject accounts to be able to use this integration
Link files and folders to work packages How to link files and folders to work packages and view and download linked files
Unlink files and folders How to remove the link between a work package and a Nextcloud file or folder
Nextcloud dashboard How to keep an eye on your OpenProject notifications
Navigation and search in Nextcloud How to search OpenProject work packages via the universal search bar
Work package link preview in Nextcloud How to use the smart picker and see previews of work packages in text fields
Permissions and access control Who has access to linked files and who doesn’t
Possible errors and troubleshooting Common errors and how to troubleshoot them

This video will give you a complete overview of how to set-up and work with the Nextcloud integration (English only):

Connect your OpenProject and Nextcloud accounts

To begin using this integration, you will need to first connect your OpenProject and Nextcloud accounts. To do this, open any work package in a project where a Nextcloud file storage has been added and enabled by an administrator and follow these steps:

  1. Go to the Files tab and, under the “Nextcloud” header, click on Nextcloud login. Nextcloud login

  2. You will see a Nextcloud screen asking you to log in before granting OpenProject access to your Nextcloud account. You will also see a security warning, but since you are indeed trying to connect the two accounts, you can safely ignore it. Click on Log in and enter your Nextcloud credentials.

    Nextcloud login step 2

    Nextcloud login step 3

  3. Once you are logged in to Nextcloud, click on Grant access to confirm you want to give OpenProject access to your Nextcloud account.

    Nextcloud login step 4

  4. You will now will be redirected back to OpenProject, where you will also be asked to grant Nextcloud read and write access to your OpenProject account via the API. This is necessary for the integration to function. Click on Authorize.

    Nextcloud login step 5

  5. The one-time process to connect your two accounts is complete. You will now be directed back to the original work package, where you can view and open any Nextcloud files that are already linked, or start linking new ones.

Note

To disconnect the link between your OpenProject and Nextcloud accounts, head on over to Nextcloud and navigate to Settings → OpenProject. There, click Disconnect from OpenProject button. To re-link the two accounts, simply follow the above instructions again.

In OpenProject

This video will give you an overview of how to link existing files and upload new files from OpenProject to Nextcloud (English only):

In addition to listing files directly attached to a work package, the Files tab shows your Nextcloud files that are linked to the current work package. Hovering on any linked file with your mouse will give you options to open or download the file, show the containing folder in Nextcloud or remove the link.

To link a Nextcloud file to the current work package, you can either:

  • select a file from your computer, which will be uploaded to Nextcloud and linked to this work package
  • select an existing file in Nextcloud to link to

Link existing file in Nextcloud

Tip

The default project that opens in the location picker is set by the project administrators in the File storages settings.

Select a file to be linked in Nextcloud

If the file you want to link has not yet been uploaded to Nextcloud, you can do so by clicking on the Upload files link.

Upload new files to Nextcloud

You will then be prompted to select a file (or multiple files) on your computer that you want to upload to Nextcloud.

Pick a file from your computer

Alternatively, you can also simply drag a file or folder from your computer to the drag zone that will appear under the name of your Nextcloud file storage.

Once you have selected or dropped the files you would like to upload, you will need to select a folder on Nextcloud to which they should be stored.

Tip

The default project that opens in the location picker is defined by the project administrators in the File storages settings.

Select the destination folder on Nextcloud

You can click on folders you see to navigate to them. A helpful breadcrumb shows you where you are in the folder hierarchy.

To navigate one level up or to go back to the root, simply click on the relevant parent in the breadcrumb.

Tip

If you have navigated particularly deep (over 4 levels), intermediate levels might be collapsed to save space, but you’ll always be able to navigate back to the immediate parent or the root to go backwards.

To save the files you uploaded to the currently open folder, click on the Choose location button.

The selected file is uploaded to your Nextcloud instance and linked to the current work package. It appears under the name of the file storage.

List of linked files

If a file has been deleted from a Nextcloud storage, it will still be visible under the Files tab for better transparency. However it will not be selectable. If you hover over a deleted file you will see the message indicating that the file could not be found.

A file has been deleted in a Nextcloud file storage

If you wish to unlink any linked file or folder, hover to it in the list of linked Files and click on the Unlink icon.

Unlinking linked file in OpenProject

Respectively in order to download a file, hover over the Download icon in the list of the linked files.

If you click the Folder icon, the Nextcloud folder containing this file will open in a separate tab.

In Nextcloud

This video will give you an overview how to link files and folder from Nextcloud to OpenProject (English only).

On the file or folder that you want to link to a work package, click on the three dots → Details.

Open files details in Nextcloud

In the Details side panel, click on the OpenProject tab. This tab lets you link work packages in OpenProject to the current file, and will list all linked work packages. When nothing is yet linked, the list will be empty.

Nextcloud no file relation defined

To link this file to a work package in OpenProject for the first time, use the search bar to find the correct work package (you can search either using a word in the title of the work package, or simply enter the work package ID) and click on it.

Search work package in Nextcloud

This linked file will then appear underneath the search bar. Doing so will also automatically add the file to the Files tab of the corresponding work package(s) in OpenProject.

Show linked work packages in Nextcloud

You can also link multiple files to a single OpenProject work package. To do that, select the files you want to link, click the Actions menu and select the respective option. Select multiple files in Nextcloud to link to a single work package in OpenProject

A dialogue will open, allowing you to search for and then select an OpenProject work package to add all of the files to. The newly added files will become visible under the Files tab in the work package.

Select an OpenProject work package in Nextcloud

Create a new work package

You can create a new OpenProject work package directly from Nextcloud file storage. To do this, select the file you want to link, choose the OpenProject tab and click on + Create and link a work package. Create a new OpenProject work package from Nextcloud

A pop-up dialogue will open allowing you to specify the project, work package name and further details. Once you click Create, the new work package will be created in the specified project and the file will be linked to it.

Specify details of a new OpenProject work package created in Nextcloud

Once a work package is linked to a file, you can always unlink it by clicking on the unlink icon.

Unlink work packages in Nextcloud

You will be asked to confirm that you want to unlink. Click on Remove link to do so.

Note

Unlinking a file or folder simply removes the connection with this work package; the original file or folder will not be deleted or affected in any way. The only change is it will no longer appear in the Files tab on OpenProject, and the work package will no longer be listed in the “OpenProject” tab for that file on Nextcloud.

Nextcloud dashboard

In addition to actions related to individual files, you can also choose to display the OpenProject widget on your Nextcloud dashboard in order to keep an eye on your OpenProject notifications. Add widget in Nextcloud

OpenProject widget in Nextcloud dashboard

There are two additional features related to the integration that you can enable in Nextcloud. In your personal settings page, under OpenProject, you will find these options:

  • Enable navigation link displays a link to your OpenProject instance in the Nextcloud header
  • Enable unified search for tickets allows you to search OpenProject work packages via the universal search bar in Nextcloud

Nextcloud settings for OpenProject

Nextcloud search for work packages

Starting with OpenProject Nextcloud Integration App 2.4 a work package link preview will be shown if you use Nextcloud Talk or Text apps. Please note that you will need Nextcloud 26 or higher to be able to use this feature.

You can copy a work package link and paste it into a text field, e.g in Nextcloud Talk or Nextcloud Collectives. Whenever you paste a a URL to a work package in a text field, a card for previewing the work package will get rendered.

Alternatively you can use / to activate the smart picker and find the work package by searching.

activate smart picker in nextcloud

smart picker search in nextcloud

Once you have selected a work package to share in the talk or text app, a preview of this work package will be displayed.

work package preview in nextcloud

Permissions and access control

When a Nextcloud file or folder is linked to a work package, an OpenProject user who has access to that work package will be able to:

  • See the name of the linked file or folder
  • See when it was last modified (or created, if it has not yet been modified)
  • See who last modified it (or who created it, if it has not yet been modified)

However, all available actions depend on permissions the OpenProject user (or more precisely, the Nextcloud account tied to that user) has in Nextcloud. In other words, a user who does not have the permission to access the file in Nextcloud will also not be able to open, download, modify or unlink the file in OpenProject.

Possible errors and troubleshooting

No permission to see this file

If you are unable to see the details of a file or are unable to open some of the files linked to a work package, it could be related to your Nextcloud account not having the necessary permissions. In such a case, you will be able to see the name, time of last modification and the name of the modifier but you will not be able to perform any further actions. To open or access these files, please contact your Nextcloud administrator or the creator of the file so that they can grant you the necessary permissions.

Permissions missing error

User not logged in to Nextcloud

If you see the words “Login to Nextcloud” where you would normally see a list of linked files in the Files tab in OpenProject, it is because you have logged out of (or have been automatically logged out of) Nextcloud. Alternatively, you could be logged in with a different account than the one you set up to use with OpenProject.

In this case, you will still be able to see the list of linked files, but not perform any actions. To restore full functionality, simply log back in to your Nextcloud account.

Login error in OpenProject

Connection error

If you see the words “No Nextcloud connection” in the Files tab in OpenProject, your OpenProject instance is having trouble connecting to your Nextcloud instance. This could be due to a number of different reasons. Your best course of action is to get in touch with the administrator of your OpenProject and Nextcloud instances to identify and to resolve the issue.

OpenProject connection error

File fetching error

In rare occasions, it is possible for the integration to not be able to fetch all the details of all linked files. A simple page refresh should solve the issue. Should the error persist, please contact administrator of your OpenProject and Nextcloud instances.

OpenProject file fetching error

Project notifications are not displayed in Nextcloud

If OpenProject notifications are not properly displayed in Nextcloud, navigate to Administration settings → Basic settings → Background jobs and ensure that Cron is selected.

Nextcloud notifications not displayed