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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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109 results found

  1. 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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  2. Ability to trigger a workflow based on a specific form field response.

    15 votes

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  3. Ability to test the workflow setup or workflow changes before turning workflow active.

    14 votes

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  4. Add a calendar integration

    11 votes

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  5. Notification that when an email bounces as part of a workflow. Currently it say that the workflow is complete and doesn't reference the knowledge that it has bounced.

    10 votes

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  6. ServiceNow/GoFormz Integration

    7 votes

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  7. 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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  8. Ability to schedule a set time delay for a workflow action, such as sending an email.

    7 votes

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  9. 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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  10. Allow public form links to be created via the API.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  11. 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

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  12. 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

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

    5 votes

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  14. Integration between Monday.com and Goformz

    5 votes

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  15. 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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  16. Add the ability to schedule the workflow once every 2 weeks.

    5 votes

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  17. The ability to add and edit users through using an API call.

    5 votes

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    Tell us More  ·  2 comments  ·  API  ·  Admin →
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  18. The ability to transfer a form or forms from one user or group to another user or group through using an API call.

    5 votes

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    Tell us More  ·  1 comment  ·  API  ·  Admin →
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  19. In some cases, the workflow builder suggests syntax prompts that are non-applicable to the section in question. For example, with a Get Images Step the image field name should be copy/pasted exactly as is (ex:"Image", not listed in the variable syntax (ex: "#{trigger.Image}"). Similarly, when referencing a SQL Table in the SQL Upsert Row step, you just need to copy/paste the name of the table in SQL. The workflow shouldn't prompt you to enter GoFormz outputs in the variable syntax.

    4 votes

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  20. 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

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