Installation

Installing Boffo from the Google Marketplace is the simplest way to get Boffo, but it is currently only available as an “internal” Google Workspace add-on limited to Caltech Library staff. Users who are not members of the Caltech Library staff will have to use one of the alternate installation methods described below to get it either from the public Google Apps Script Project or the GitHub repository.

Using Google Marketplace

When you install Boffo from the Google Marketplace, the version of Boffo you get will remain fixed, even if new versions of Boffo become available, until you uninstall and reinstall the Boffo add-on. Consequently, the instructions below cover two cases: installing Boffo for the first time, and reinstalling Boffo to get a new version.

Installing Boffo for the first time

To install Boffo, look for the Extensions menu at the top of your Google sheet, click on it, then click on the item Get add-ons from the Add-ons submenu:

The location of the extensions menu in Google sheets

In the Google Workspace Marketplace panel that is shown next, click on the button titled Internal apps near the top:

The 'Internal apps' button in the Extensions menu

This will change the panel to show apps available for the Caltech Library staff. Boffo should be visible there. Click on the item for Boffo,

The Boffo extension as it appears in the Google Workspace Marketplace

which will make the Google panel show more details about Boffo and a blue Install button:

The Install button

Click on the Install button. Google will show you several dialogs asking for your permission to install Boffo. Accept and allow the installation, then close the Google Marketplace panel.

Note: after you install Boffo as an add-on in a Google Sheet, Google will show a dialog titled “Boffo has been installed!” that looks like this:

The confirmation dialog after installing Boffo

This dialog states that Boffo has been installed under a menu titled Add-ons, but that is incorrect. In fact, Google installs it in a menu titled Extensions. Please ignore the instructions to look for an Add-ons menu. This pop-up is automatically generated by Google’s system and not under the control of Boffo, and we can’t change it.

Reinstalling Boffo

If you have already installed Boffo in your Google Spreadsheets, and want to update Boffo to the latest version, you will need to uninstall it and reinstall it. To uninstall Boffo, first look for the Extensions menu at the top of your Google sheet, click on it, then click on the item Manage add-ons from the Add-ons submenu:

The 'Manage add-ons' item in the Extensions menu

In the Google workspace dialog that pop-ups, click on the 3 dots in the upper right corner of the Boffo icon:

Where to find the three dots over the Boffo extension

In the pop-up menu that you get from clicking the 3 dots, select Uninstall:

The 'Uninstall' menu item

You’ll be asked to confirm the uninstallation in yet another dialog; click on the button for UNINSTALL APP in that dialog:

The uninstallation confirmation dialog

When that dialog goes away, close the Google Workspace Marketplace dialog, and now follow the steps described above to install Boffo as if for the first time.

Directly from source

If you are not at Caltech, you will not be able find Boffo in the Google Marketplace for add-ons. Instead, you will have to install the code from the source files in some way. The following subsections describe two possible methods.

Copying the Google Apps Script project

This approach does not require the use of command-line tools, but it does require some patience and care because some of the steps below are quite unintuitive.

  1. (Optional, but recommended for your sanity.) Create a folder in your Google Drive where you will put the Boffo project files that will be created in the following steps. For the purposes of this documentation, let’s assume that this folder is named “Boffo example”.

  2. Go to the public folder for Boffo in Google Drive. It should look more or less like what is shown in the screenshot below.

    The public Google Drive folder containing Boffo

  3. Right-click over the apps script project named “Boffo (public copy)” and select Make a copy from the contextual menu that pops up.

    The contextual menu

  4. Go to the location where the copy ended up (usually the top level of your Google Drive) and look for the newly-created apps script project named “Copy of Boffo (public copy)”. Right-click on it, and select Move to from the contextual menu that pops-up.

    The 'Move to' item in the contextual menu

  5. From the move dialog, select the destination (in this example, the folder named “Boffo example” suggested in step #1 above).

    The move dialog

  6. Navigate to the destination folder where you put it in your Google Drive.

  7. (Optional, but why not?) Rename the project file “Copy of Boffo (public copy)” to something less annoying, such as just “Boffo”.

    Renaming the folder

  8. Create a spreadsheet in the folder next to the “Boffo” apps script project. For the purposes of this documentation, assume this spreadsheet is cleverly named “Example spreadsheet”.

    The entry for the example spreadsheet shown in Google Drive

  9. Double-click on the apps script project (not the spreadsheet!). It should look more or less like the screenshot below.

    Boffo in the Google Apps editor

  10. Click on the blue Deploy button at the top of the page, and select Test deployments from the pull-down menu.

    The 'Test deployments' item in the Deploy menu

  11. In dialog that opens next, note the list in the left-hand sidebar shows the item titled “Google Workspace Add-on” as the default. This is the wrong deployment to use for our purposes.

    The sidebar in the dialog shown after selecting 'Test deployments'

  12. Changing the deployment takes two steps. Click the gear icon next to Select type and a pop-up menu will be shown. In this pop-up, you will initially find a check-mark next to the item “Google Workspace Add-on”. Select it to uncheck that item. The pop-up will disappear; click on the gear icon a second time, and now select the item titled “Editor Add-on”. You should end up with the configuration shown in the screenshot below.

    Where to find the correct item in the menus

  13. With the configuration changed to “Editor Add-on”, click on the button Create new test,

    The 'Create new test' button

  14. In the dialog that pops up, click on the up arrow icon in the 3rd field (where it initially shows “No document selected”).

    Button to click in the next dialog

  15. In the Google Drive selection dialog that is shown next, select the spreadsheet created in step #8 above. and click the blue Insert button in the selection dialog.

    The next dialog

  16. The selection dialog will close, and back in the test deployments dialog, click the blue Save test button.

    The dialog to save the test

  17. We’re not done yet! The deployments dialog will change, and now will look like the screenshot below. Click the circle next on the line with the name of the spreadsheet you selected.

    The checkbox for selecting the Example spreadsheet

  18. Now click on the blue word Execute which will become active as a result of clicking the circle in the previous step.

    The Execute button

  19. In an exciting development, the deployment dialog will close and your spreadsheet will open in a new tab or window in your browser. Click on the Extensions menubar item …

    Blank Google sheet, with an arrow pointing to the Extensions menu item

  20. … and here, finally, Boffo’s menu will be available in your spreadsheet. And it took only 20 steps to get to this point. Easy, wasn’t it?

    Where to find Boffo in the Extensions menu

Using clasp to push source files to a GAS project

If you are comfortable with using command-line tools and GitHub, and perhaps want to change Boffo or use it as a starting point for other projects, you can follow the process described next.

  1. Clone the GitHub project for Boffo to a local directory on your computer, if you have not already done so.

  2. Install the command-line utility clasp if you do not already have it. It lets you maintain your Google Apps Script project files in GitHub and edit them locally, and push them from your local computer to a Google Apps Script project.

  3. Create a new Google Apps Script project in your Google Drive.

  4. In the Apps Script project interface for this newly-created project, click on the gear icon in the left-hand column.

    The gear icon in the sidebar

  5. From the project settings page, copy the Script ID.

    Where to find the unique id for the script

  6. In your local clone of the Boffo repository, open the file .clasp.json in a text editor, and change the value of the field scriptId to the value you copied in step #5. For example, if the value you copied was 1hio_6Izyd4908yE4rRy9wUjyIuh0z3jtxy2bb_zBPy9YtPVC6Bh-fv7, you would change the contents of .clasp.json to be

    {"scriptId": "1hio_6Izyd4908yE4rRy9wUjyIuh0z3jtxy2bb_zBPy9YtPVC6Bh-fv7"}
    
  7. Now run clasp push to push the Boffo source files to the (empty, freshly-created) Google Apps Script project:

    clasp push
    

    Google will ask you to authorize the transfer. Follow the directions to do so.

After this process, you should end up with a copy of the Boffo source files in your Google Apps Project. From there, you can edit the application as well as deploy the new version in your spreadsheets by following a process similar to the one described in the previous section.