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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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  1. When an approval process is in place, it is confusing to end users that selecting "Complete" actually sends the form on to the next stage in a form journey. It would be helpful to have custom options for this button such as "Stage 2", "Send to Manager", etc. In this way end users would have a better understanding of which stage the form is currently in and what the next stage of the approval process is.

    2 votes

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  2. Ability to add markers to the Google Map used in the Location field in From View

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Integration with Viewpoint Vista construction software

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Integration with GoFormz and UKG

    2 votes

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  5. 2 votes

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  6. Integration with Housecall Pro

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Add Everify API to form

    1 vote

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  8. Power Automate Integration

    4 votes

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  9. Integration with Vista Viewpoint

    1 vote

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  10. Integration with BuildOps

    2 votes

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  11. Integration with HCSS HeavyJob

    1 vote

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  12. Ability to Download an image from Acumatica to upload to a Form using Workflow

    2 votes

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  13. 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.

    2 votes

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

    3 votes

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  15. 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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  16. Integration to push/pull data into ACC

    3 votes

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  17. 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.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. 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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  19. Ability to trigger a workflow based on when a form is saved.

    2 votes

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

    2 votes

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