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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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102 results found

  1. It would be helpful to add a way to bulk turn on or turn off workflows from within the workflow management tool rather than having to go through on a one-off basis.

    0 votes

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  2. Please include an option for the dropdown menu for the time zone to select the name of the time zone (as opposed to continent/city). I just want to be able to pick "USA Central Time" or "USA Eastern Time." In some instances, it can be useful to search for a specific city name, but it would be helpful/faster to also be able to just quickly select a time zone by the name of that time zone.

    1 vote

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    0 comments  ·  Workflow Editor  ·  Admin →
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  3. Multiple clients wanting to push/pull data into ACC

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Addition of CreatedDateTime and CompletedDateTime to the Get-Formz API calls. Currently LastUpdateDateTime is included.

    CreatedDateTime, LastUpdatedDateTime and CompletedDateTime are all included in the Report Templates csv exports, they would also be very useful in the API call.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. In some cases, the workflow builder suggests syntax prompts that are non-applicable to the section in question. For example, with a Get Images Step the image field name should be copy/pasted exactly as is (ex:"Image", not listed in the variable syntax (ex: "#{trigger.Image}"). Similarly, when referencing a SQL Table in the SQL Upsert Row step, you just need to copy/paste the name of the table in SQL. The workflow shouldn't prompt you to enter GoFormz outputs in the variable syntax.

    3 votes

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  6. IP whitelisting is a key tool to enhance security for connections between GoFromz and other systems like Azure Blob storage. Occasionally changing IP addresses or additions on the GoFormz side, although likely necessary, makes this more challenging to maintain. If tenant admins could subscribe to receive notifications of changes to the GoFormz server IP list that would help to prevent connection interruptions. Thank you.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Ability to trigger a workflow based on when a form is saved.

    1 vote

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  8. Enable calling an external API from workflows.
    This would allow to integrate better with CRMs and other system

    1 vote

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  9. It would be useful to be able to dynamically create a group from form data, so that GoFormz users who are selected from form fields can be automatically put into a group and receive a transferred form together through the Transfer Form step.

    2 votes

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  10. Workflow Jobs
    It would be nice to re-run jobs based on a filter such as all failedor a date range.

    1 vote

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  11. Workflow Jobs
    It would be nice if there was a column on the Jobs sheet where it displayed the file name or form name for which the job corresponds.

    1 vote

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  12. Bulk Tagging of Forms, based on event or selection.

    1 vote

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  13. 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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  14. 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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  15. I'm looking to have a workflow that emails a PDF to be signed. The template I created has many hidden pages that are only visible depending on the requirements being triggered by the use of the form. I only want the pages that are visible to be emailed as a PDF, but currently all pages, even hidden pages are emailed. It would be great to have an option in the "email pdf' workflow to send only the visible pages.

    1 vote

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    0 comments  ·  Workflow Editor  ·  Admin →
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  16. The ability to launch a workflow when a form from a template is reopened (status changed from complete to draft). Certain customers need the ability to make revisions required as soon as a document that was previously completed is reopened, and there is not currently a simple way to do this in the GoFormz platform.

    2 votes

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  17. 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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  18. The ability to support writing to managed metadata columns in Sharepoint when uploading a document to document library.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. 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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  20. Want to have a notification sent to the Admins in the account when workflows are taking longer than 30 minutes. Some of the queued workflows have been taking 4/5 hrs for

    1 vote

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    1 comment  ·  Admin →
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