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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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109 results found

  1. In some cases, the workflow builder suggests syntax prompts that are non-applicable to the section in question. For example, with a Get Images Step the image field name should be copy/pasted exactly as is (ex:"Image", not listed in the variable syntax (ex: "#{trigger.Image}"). Similarly, when referencing a SQL Table in the SQL Upsert Row step, you just need to copy/paste the name of the table in SQL. The workflow shouldn't prompt you to enter GoFormz outputs in the variable syntax.

    4 votes

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  2. Power Automate Integration

    2 votes

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  3. Integration with Vista Viewpoint

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Integration with BuildOps

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Integration with HCSS HeavyJob

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Ability to Download an image from Acumatica to upload to a Form using Workflow

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. I would like to have an email triggered by a specific entry that is selected from a drop down menu selection.

    3 votes

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  8. Multiple clients wanting to push/pull data into ACC

    2 votes

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  9. It would be useful to be able to dynamically create a group from form data, so that GoFormz users who are selected from form fields can be automatically put into a group and receive a transferred form together through the Transfer Form step.

    3 votes

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  10. IP whitelisting is a key tool to enhance security for connections between GoFromz and other systems like Azure Blob storage. Occasionally changing IP addresses or additions on the GoFormz side, although likely necessary, makes this more challenging to maintain. If tenant admins could subscribe to receive notifications of changes to the GoFormz server IP list that would help to prevent connection interruptions. Thank you.

    2 votes

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  11. I would like to request the ability to add CREATE DATASOURCE from the goformz workflow menu and permit the naming of the new datasource to be able to dynamically retrieve the info from the completd form to add metadata to the new datasource. Will also need to be able to retrieve the unique ID of the newly created datasource to add to base datasource for indexing needs.

    1 vote

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  12. When using at the attachments field, there is no way to download the attachment with the form direct from GoFormz.

    1 vote

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  13. Ability to trigger a workflow based on when a form is saved.

    2 votes

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  14. Enable calling an external API from workflows.
    This would allow to integrate better with CRMs and other system

    2 votes

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  15. It would be helpful to add a way to bulk turn on or turn off workflows from within the workflow management tool rather than having to go through on a one-off basis.

    0 votes

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  16. A function to prevent someone from editing the exported PDF file on their own accord after you send them an email with the form PDF attached

    4 votes

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  17. Please include an option for the dropdown menu for the time zone to select the name of the time zone (as opposed to continent/city). I just want to be able to pick "USA Central Time" or "USA Eastern Time." In some instances, it can be useful to search for a specific city name, but it would be helpful/faster to also be able to just quickly select a time zone by the name of that time zone.

    1 vote

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    0 comments  ·  Workflow Editor  ·  Admin →
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  18. The ability to launch a workflow when a form from a template is reopened (status changed from complete to draft). Certain customers need the ability to make revisions required as soon as a document that was previously completed is reopened, and there is not currently a simple way to do this in the GoFormz platform.

    3 votes

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  19. Bulk Tagging of Forms, based on event or selection.

    1 vote

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    1 comment  ·  Admin →
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  20. Addition of CreatedDateTime and CompletedDateTime to the Get-Formz API calls. Currently LastUpdateDateTime is included.

    CreatedDateTime, LastUpdatedDateTime and CompletedDateTime are all included in the Report Templates csv exports, they would also be very useful in the API call.

    1 vote

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    0 comments  ·  API  ·  Admin →
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