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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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103 results found

  1. Power Automate Integration

    3 votes

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  2. Integration with Vista Viewpoint

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Integration with BuildOps

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Integration with HCSS HeavyJob

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Ability to Download an image from Acumatica to upload to a Form using Workflow

    2 votes

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  6. I would like to request the ability to add CREATE DATASOURCE from the goformz workflow menu and permit the naming of the new datasource to be able to dynamically retrieve the info from the completd form to add metadata to the new datasource. Will also need to be able to retrieve the unique ID of the newly created datasource to add to base datasource for indexing needs.

    1 vote

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  7. When using at the attachments field, there is no way to download the attachment with the form direct from GoFormz.

    1 vote

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  8. 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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  9. Multiple clients wanting to push/pull data into ACC

    3 votes

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  10. 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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  11. 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.

    2 votes

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  12. Ability to trigger a workflow based on when a form is saved.

    2 votes

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

    2 votes

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  14. 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.

    3 votes

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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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.

    3 votes

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