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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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102 results found

  1. 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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  2. 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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  3. Airtable/GoFormz Integration

    3 votes

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  4. Integration between Monday.com and Goformz

    5 votes

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  5. ServiceNow/GoFormz Integration

    7 votes

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

    3 votes

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

    5 votes

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  8. Integration between Quickbase and GoFormz

    3 votes

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  9. 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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  10. 1 vote

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  11. 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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  12. 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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  13. 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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  14. Attach File Attachment entries to Template Events Email

    1 vote

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  15. Batch editing of Template Events

    4 votes

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  16. 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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  17. Ability to have the option to trigger if a Template is a completed form or a Public Form submitted instead of having to create workflows for each scenario.

    3 votes

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  18. Whenever a Template is duplicated, the workflows attached to it could be copied as well, so we don't have to create them again for the new duplicated template. Same thing that happens with the template events.

    5 votes

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  19. Expand the Workflow options with updating Datasources, without using professional assistance
    eg:
    if entry doesn't exist then add to data source

    If entry does exist then ( warn user) or ( prevent user from continuing), etc

    7 votes

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  20. The way emails have to be set up in the Template Events is very prone to errors, difficult to edit etc.

    Would like to have the ability to create distribution lists that I can quickly select instead of having to manually type out email addresses.

    3 votes

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