11 results found
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I would like to be able to have a email triggered from a selection of a specific text within the form itself.
I would like to have an email triggered by a specific entry that is selected from a drop down menu selection.
3 votes -
how to prevent someone from editing the exported PDF file on their own accord after you send them an email with the form PDF attached
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 -
Have a the ability to trigger a completed form to a new different workflow without having to resumbit form.
If a new workflow is created related to a submitted/completed form have the ability to select a the new workflow to be run that form without having to open and submit the form again.
1 vote -
Ability to rerun a workflow from a specific step
The Idea: Please add the ability to rerun a workflow job from a specific step. For example, if a workflow has 5 steps and fails on step 3, I want to be able to choose where the workflow reruns from. I could have it rerun from step 3, so that steps 1 and 2 are not rerun, or I could rerun it from step 2 so that all steps but step 1 would rerun.
The Reason:
We regularly deal with failed workflow steps, the most common of which is Procore File Upload failing and SQL Upserts failing. This is sometimes…2 votes -
Include automated activity audit trail to Message Status
The ability to include an audit trail of where an email was triggered from. For example, within the Message Status tab - if you click on an email it will populate a Message Status box. We should include info on whether that email was triggered from a Template Event (and if so - which Template), in addition to if it was fired from a Workflow (and which Workflow)
4 votes -
Workflow Folders: Add a Trash Bin or Archived Folder
Would love to have a Trash Bin / archived folder
3 votes -
Ability to Set Workflow Notification emails per Workflow versus setting them for all Workflows.
Ability to customize who Workflow Notifications are sent to per each workflow.
1 vote -
Refrence Only (Notes) - Templates/Workflows
Teamplates/Workflows: REFRENCE ONLY text box
just a general text box within the worklow where you can place notes (metadata) for your refrence only. It doesn't need to do anything or appear anywhere but within the workflow itsself.
2 votes -
Workflow - scheduled reports text options
Workflows - schedudeled reports
It would be nice to have some options to include in the subject and body of the emails such as
"Attached is the report for the month of MMMM YYYY" this can pull from the schduling portion of the options.1 vote -
Copy workflow attached to a template when this is duplicated.
Whenever a Template is duplicated, the workflows attached to it could be copied as well, so we don't have to create them again for the new duplicated template. Same thing that happens with the template events.
5 votes -
Ability to use a single workflow for a Template for both completed and public forms
Ability to have the option to trigger if a Template is a completed form or a Public Form submitted instead of having to create workflows for each scenario.
3 votesPlease let us know more about this request by voting or adding comments.
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