28 results found
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Workflow trigger for Form.Create, Form.Complete, and Form.Delete
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 -
Workflow Trigger based on a Form Field
Ability to trigger a workflow based on a specific form field response.
15 votes -
Test a Workflow
Ability to test the workflow setup or workflow changes before turning workflow active.
14 votes -
Approval Workflow
Ability to route information to one or more people for their approval/rejection. Ability to monitor the status of approval/rejection within the application.
7 votes -
Workflow Options with Updating Datasource
Expand the Workflow options with updating Datasources, without using professional assistance
eg:
if entry doesn't exist then add to data sourceIf entry does exist then ( warn user) or ( prevent user from continuing), etc
7 votesPlease let us know more about this request by voting or adding comments.
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Delay Workflow Actions
Ability to schedule a set time delay for a workflow action, such as sending an email.
7 votesPlease add any supporting information or use cases in the comments for our Product Team to review!
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A workflow step that allow the merge of pdf attachments with the form pdf in a only one file.
A workflow step that allow the merge of pdf attachments with the form pdf in a only one file.
6 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 -
Add ability to schedule report workflow once every 2 weeks
Add the ability to schedule the workflow once every 2 weeks.
5 votesPlease let us know more about this request by voting or adding comments.
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Allow Tables in Create Form Workflow Action
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 -
Copy/Paste multiple values at once into Column Mapping
Ability to copy/paste multiple values at once into Column Mapping.
4 votesPlease add any supporting information or use cases in the comments for our Product Team to review!
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Dynamic Groups
It would be useful to be able to dynamically create a group from form data, so that GoFormz users who are selected from form fields can be automatically put into a group and receive a transferred form together through the Transfer Form step.
3 votes -
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 -
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 -
Workflow schedule - hourly option
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 -
Public Form Sent Trigger
New Trigger that is based on when a Public Form is sent out.
3 votes -
Schedule Trigger: Set custom time range
Updating schedule trigger to allow workflow to run during set custom range.
3 votesPlease let us know more about this request by voting or adding comments.
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Workflow Dynamic Metadata
Workflow inputs will dynamically show options to select based on your connection.
3 votes -
Create New DataSource using Workflow
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 -
Workflow trigger for when a form is saved
Ability to trigger a workflow based on when a form is saved.
2 votes
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