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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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106 results found

  1. A workflow step that allow the merge of pdf attachments with the form pdf in a only one file.

    6 votes

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  2. Teamplates/Workflows: REFRENCE ONLY text box

    just a general text box within the worklow where you can place notes (metadata) for your refrence only. It doesn't need to do anything or appear anywhere but within the workflow itsself.

    2 votes

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  3. There needs to be an option for hourly report creation, not just daily. The work around is to have numerous workflows scheduled to be run every hour, but this is really messy. Clogs up the workflow screen. There just needs to be the option to run a workflow hourly. And even better is to be able to run a report hourly between a certain time period (business hours).

    3 votes

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  4. Offer a Jobs list of run template events similar to the Workflow Jobs list. I would really like there to be a way to check the status and success/fail of template events. This is extremely helpful for troubleshooting purposes. Currently they run silently and there's no way to know if a template event failed.

    2 votes

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  5. Workflows - schedudeled reports

    It would be nice to have some options to include in the subject and body of the emails such as
    "Attached is the report for the month of MMMM YYYY" this can pull from the schduling portion of the options.

    1 vote

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  6. When creating a form via a workflow, allow tables to be copied to the new form, with the option to select which columns are copied.

    4 votes

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  7. Airtable/GoFormz Integration

    4 votes

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  8. Integration between Monday.com and Goformz

    7 votes

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  9. ServiceNow/GoFormz Integration

    8 votes

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  10. New Trigger that is based on when a Public Form is sent out.

    3 votes

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  11. Ability to route information to one or more people for their approval/rejection. Ability to monitor the status of approval/rejection within the application.

    6 votes

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  12. Integration between Quickbase and GoFormz

    4 votes

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  13. The ability to run calculations in the email area of forms especially in workflow emails so that the client can have a more dynamic experience.

    1 vote

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  14. 1 vote

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  15. The ability to save notes into a datasource so that the old notes, from previous forms, can be pulled into new forms using the same key values. Example: An annual inspection sheet uses a datasource of customers, and the user wants to be able to see notes from previous inspections, from previous years. They also want to be able to remove the previous notes if they no longer apply.

    2 votes

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  16. A single workflow trigger that works across all three events would be super helpful for replicating GoFormz data to a data warehouse. This would enable advanced reporting for draft vs. completed forms, and make workflow management much easier as you wouldn't need separate workflows for Complete vs. Delete like we do now.

    17 votes

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  17. Have the ability to set the "From" email address and name in a workflow email to the User that completed the form. Make use of some metadata variables such as [USEREMAIL] or [USERNAME]

    2 votes

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  18. Attach File Attachment entries to Template Events Email

    1 vote

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  19. Batch editing of Template Events

    4 votes

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  20. WebDAV integration to save completed form as PDF to a remote file share

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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