24 results found
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Easier ability to quickly map fields in an Upsert or Add Row Workflow
It can be tedious going one-by-one.
What if you could upload a CSV into the "Worksheet Column Name Mapping" section with two columns, and the values of the Worksheet Column Name and Customized Column Name in each column?
3 votes -
Include all form meta data fields in Workflows
Why is it that the Report can show Template Field meta data for 'Created Date' and 'Created By Name' and yet these aren't available in the workflow to export to excel? These exist in the data so why am I not able to reference in my workflow?
All meta data is important information. Knowing who the original creator of a form was is more important to me than who took ownership or edited the record.
I believe that all form fields and meta data fields should be accessible in workflows, for filtering or in exporting the data to other applications…
2 votes -
Drag & Drop Workflow Steps
For long workflows it would be useful to be able to drag and drop workflow steps, rather than needing to push the up and down buttons.
3 votes -
Stop having 'All Templates' be the default template selected when creating a workflow.
I maybe understand if someone is creating a Workflow from the 'create workflow' button in the workflows section, but if someone is on a particular template, and they go to Workflows from the template section, any subsequent workflows should automatically select that template.
Anywhere that 'All Templates' is default should have some sort of checkbox to confirm that you want this workflow to trigger on every single template.
2 votes -
Compressing Files in Workflow
Hi team,
I'm wondering if we can compress files into Zip in workflow and upload the compressed file to sharepoint folder.
Our purpose is to move every job related file into one folder, so a zip file compressing can be a Creating New Folder action.Thanks.
1 vote -
A workflow step that allow the merge of pdf attachments with the form pdf in a only one file.
A workflow step that allow the merge of pdf attachments with the form pdf in a only one file.
3 votes -
Workflow trigger for Form.Create, Form.Complete, and Form.Delete
A single workflow trigger that works across all three events would be super helpful for replicating GoFormz data to a data warehouse. This would enable advanced reporting for draft vs. completed forms, and make workflow management much easier as you wouldn't need separate workflows for Complete vs. Delete like we do now.
17 votes -
Allow Tables in Create Form Workflow Action
When creating a form via a workflow, allow tables to be copied to the new form, with the option to select which columns are copied.
4 votes -
SharePoint DataSource Sync
Ability to create a workflow that pulls site information from Sharepoint to automatically update a DataSource on a daily schedule.
10 votes -
Approval Workflow
Ability to route information to one or more people for their approval/rejection. Ability to monitor the status of approval/rejection within the application.
5 votes -
Public Form Sent Trigger
New Trigger that is based on when a Public Form is sent out.
3 votes -
Workflow schedule - hourly option
There needs to be an option for hourly report creation, not just daily. The work around is to have numerous workflows scheduled to be run every hour, but this is really messy. Clogs up the workflow screen. There just needs to be the option to run a workflow hourly. And even better is to be able to run a report hourly between a certain time period (business hours).
2 votes -
Workflow Trigger based on a Form Field
Ability to trigger a workflow based on a specific form field response.
15 votes -
Workflow Options with Updating Datasource
Expand the Workflow options with updating Datasources, without using professional assistance
eg:
if entry doesn't exist then add to data sourceIf entry does exist then ( warn user) or ( prevent user from continuing), etc
7 votesPlease let us know more about this request by voting or adding comments.
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The ability to save notes into a datasource so that the notes can be pulled into new forms using the same key values
The ability to save notes into a datasource so that the old notes, from previous forms, can be pulled into new forms using the same key values. Example: An annual inspection sheet uses a datasource of customers, and the user wants to be able to see notes from previous inspections, from previous years. They also want to be able to remove the previous notes if they no longer apply.
2 votes -
Delay Workflow Actions
Ability to schedule a set time delay for a workflow action, such as sending an email.
4 votesPlease add any supporting information or use cases in the comments for our Product Team to review!
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Add ability to schedule report workflow once every 2 weeks
Add the ability to schedule the workflow once every 2 weeks.
4 votesPlease let us know more about this request by voting or adding comments.
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Copy/Paste multiple values at once into Column Mapping
Ability to copy/paste multiple values at once into Column Mapping.
4 votesPlease add any supporting information or use cases in the comments for our Product Team to review!
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Schedule Trigger: Set custom time range
Updating schedule trigger to allow workflow to run during set custom range.
2 votesPlease let us know more about this request by voting or adding comments.
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Test a Workflow
Ability to test the workflow setup or workflow changes before turning workflow active.
11 votesPlease add any supporting information or use cases in the comments for our Product Team to review!
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