34 results found
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Only email a report if there is data
Reports go out to people regardless of there being any data in them. Need to have the option to only send reports if they have content
1 voteUsers now have the ability to email a report only if there is data included. Export Report to CSV now includes an output for 'hasData', this can be used in Step Conditions for sending an email or uploading a third to a third party to terminate a workflow or skip a step if hasData is 'False'. Step Conditions can be found under the Advanced section.
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Workflow File Transfer
Ability to transfer attachments from one to a newly created form utilizing Workflow.
2 votesAttachment Fields can now be referenced when newly creating a form utilizing Workflow.
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Improve Job Log Readability
Improve the readability of a workflow job log
1 vote -
Image field pulled in Form to Form Workflow
Ability to pull Images in a form to form workflow
1 voteImages can now be pulled in a form to form workflow using Get Form Images step.
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Bulk Rerun of Workflows
Ability to bulk select failed workflows to rerun.
6 votesAdmins can now bulk re-run Workflows.
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Workflow Editor - when selecting custom, allow for a custom input without selecting anything from the drop down
When selecting custom, allow for a custom input without selecting anything from the drop down. Currently you have to select something from the drop down, clear it out, then you can manually type.
1 voteBug fix released that was preventing users from selecting custom and automatically typing in input.
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Update SQL help doc
Update SQL help doc to include what SQL databases are supported with the SQL server integration
1 voteSQL help documentation updated with more details on what SQL databases are supported http://help.goformz.com/en/articles/5188689-sql-server-integration
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Acumatica
Integration with Acumatica to streamline data capture, processing, and record-keeping in their ERP software.
4 votes -
Workflow Versioning
Alter a current live workflow and publish that as the new version of your workflow. This would allow you to reference previous versions of the workflow to identify what has been updated.
2 votesThis feature is now released. Learn more here.
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"Transfers a Form" Trigger Template Event
Template Event triggered by the "Transfers a Form" action.
2 votesNew Workflow trigger for Receives a Transferred Form has been created. Please contact proservices@goformz.com to setup workflows based off of transferred forms.
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Workflow usages overview
Overview of the account usage of the Workflow tool
2 votes -
Add Abandoned as a Filter on Workflow Jobs
Add Abandoned as a Filter on Workflow Jobs
0 votesAbandoned Workflows are included on the Failed Filtering in the Job Log.
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Form Created Trigger
Trigger for Workflow based on a draft of a form being created
0 votesForm Created Trigger is now available in Workflow. Requires ProServices assistance at this time.
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Make Basic Workflow Available at Team
The ability for basic workflows to be used at the team level
0 votesWorkflow is now available at all paid subscription tiers. Integrations and command availability will depend on subscription.
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