106 results found
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Have a the ability to trigger a completed form to a new different workflow without having to resumbit form.
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 -
Email PDF - Visible pages only please
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 -
Workflow Trigger: Form Reopened
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 -
how to prevent someone from editing the exported PDF file on their own accord after you send them an email with the form PDF attached
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 -
Sharepoint Managed Metadata Integration Capability
The ability to support writing to managed metadata columns in Sharepoint when uploading a document to document library.
2 votes -
Notification Emails for Queued workflows
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 -
Include all form meta data fields in Workflows
Why is it that the Report can show Template Field meta data for 'Created Date' and 'Created By Name' and yet these aren't available in the workflow to export to excel? These exist in the data so why am I not able to reference in my workflow?
All meta data is important information. Knowing who the original creator of a form was is more important to me than who took ownership or edited the record.
I believe that all form fields and meta data fields should be accessible in workflows, for filtering or in exporting the data to other applications…
3 votes -
Remove deleted forms from UPSERT
Deleted forms remain in UPSERT excel document. I understand UPSERT is only update and insert, but it would be great to be able to trigger removal of rows when a form is deleted from GoFormz.
3 votes -
Easier ability to quickly map fields in an Upsert or Add Row Workflow
It can be tedious going one-by-one.
What if you could upload a CSV into the "Worksheet Column Name Mapping" section with two columns, and the values of the Worksheet Column Name and Customized Column Name in each column?
5 votes -
Ability to export Workflow Jobs to CSV
Hi! This seems like a pretty straightforward request. I like to manage every failure that happens on our workflow jobs. Sometimes failures will happen for unforeseen or seemingly random reasons, but if they are not fixed it can result in lost revenue for us. I am sure conventional knowledge would say to just rerun the workflow, but our workflows are pretty complex and 99% of the time are not fixed just by simply rerunning it. Usually I will copy and paste them to an Excel online spreadsheet and tackle them one at a time there. However, with the recent update…
1 vote -
Ability to pull last login date through the API
Having the ability to pull the "last login date" of a user in the account. This can currently be done by exporting the csv file now but isn't able to be pulled through the API.
4 votes -
Dropdown Collections linked with Google Sheets
Connect Google Sheets to Dropdown Collections so a dropdown list can be automatically updated
3 votes -
Detection for Duplication Data
Duplication Data during Key in Data Report.
Introduce my name Afriyanto from Quality at Baker Hughes Batam.
Regarding subject above, i would like to give an input to goFormz to have a features to able to detect duplication data when same form is used by several people.as an example, i have a case as like below :
Technician 1 : on Monday, Create the Inspection Report from Form “ Inspection “ >> He Key in the SN of Product : 12345 >> Saved.
Technician 2 : On Friday, Create the Inspection Report from Form “ Inspection “ >> Then,…
2 votes -
Controlling/limiting site access through the API
The ability to control app access on a specific SharePoint site and limit the sites that service account can access through the API, rather than govern it via SharePoint site access.
1 vote -
I would like there to be the option of adding not only a signature to a block on a form but also a electronic stamp of some sorts.
Once a form is completed by the instructor, it moves to the head of training who needs to check the content and then sign it off. As well as a signature and typed in name, a electronic / pdf stamp of sorts can be added.
5 votes -
Compressing Files in Workflow
Hi team,
I'm wondering if we can compress files into Zip in workflow and upload the compressed file to sharepoint folder.
Our purpose is to move every job related file into one folder, so a zip file compressing can be a Creating New Folder action.Thanks.
2 votes -
Smartsheets Reports Integration
A workflow step to get a report from Smartsheets. This would help in cases where companies have data spread across numerous, large sheets. This would also assist the user to bring in a smaller dataset that will fit within the current 10k row limit. Smartsheets does supply a reports API endpoint. https://smartsheet.redoc.ly/tag/reportsObjects
1 vote -
Workflow Folders: Add a Trash Bin or Archived Folder
Would love to have a Trash Bin / archived folder
4 votes -
Ability to Set Workflow Notification emails per Workflow versus setting them for all Workflows.
Ability to customize who Workflow Notifications are sent to per each workflow.
1 vote -
Option to Include a hyperlink to the form in a template event.
I would like to include a hyperlink to the form in a notification. This way, the person receiving the notification doesn't have to sort/hunt for the recently submitted form, then can click straight into the form and take ownership, or close the form and search for other relevant information.
Right now, including the PDF is helpful, but the PDF format is difficult to read and does not allow access to other areas of the form my new user group is required to complete.
4 votes
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