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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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34 results found

  1. 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 vote

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    Users 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.

  2. Ability to transfer attachments from one to a newly created form utilizing Workflow.

    2 votes

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  3. Improve the readability of a workflow job log

    1 vote

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  4. Ability to pull Images in a form to form workflow

    1 vote

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  5. Ability to bulk select failed workflows to rerun.

    6 votes

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  6. 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 vote

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  7. Update SQL help doc to include what SQL databases are supported with the SQL server integration

    1 vote

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  8. Integration with Acumatica to streamline data capture, processing, and record-keeping in their ERP software.

    4 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  9. 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 votes

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  10. Template Event triggered by the "Transfers a Form" action.

    2 votes

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  11. Overview of the account usage of the Workflow tool

    2 votes

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  12. Add Abandoned as a Filter on Workflow Jobs

    0 votes

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  13. Trigger for Workflow based on a draft of a form being created

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    0 comments  ·  Workflow Editor  ·  Admin →
  14. The ability for basic workflows to be used at the team level

    0 votes

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