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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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11 results found

  1. 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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  2. 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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  3. 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

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  4. 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

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  5. 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

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  6. Would love to have a Trash Bin / archived folder

    3 votes

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  7. Ability to customize who Workflow Notifications are sent to per each workflow.

    1 vote

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  8. 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

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  9. 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

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  10. 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

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  11. 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 votes

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