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Workflow, Integrations & Automations

Workflow, Integrations & Automations Forum! Vote for and comment on existing ideas or enter your own idea below. When entering a new idea please include a brief description and why it is important to you.

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Workflow, Integrations & Automations

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103 results found

  1. Would love to have a Trash Bin / archived folder

    4 votes

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  2. 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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  3. 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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  4. Airtable/GoFormz Integration

    4 votes

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  5. Integration between Quickbase and GoFormz

    4 votes

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  6. Batch editing of Template Events

    4 votes

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  7. Ability to copy/paste multiple values at once into Column Mapping.

    4 votes

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  8. Integrate with Hubspot

    4 votes

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  9. Integration with SAP S/4 HANA

    4 votes

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  10. Deactivated Users would not be included on activity from Event List.

    4 votes

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  11. Power Automate Integration

    3 votes

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  12. Multiple clients wanting to push/pull data into ACC

    3 votes

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  13. 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

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  14. I would like to have an email triggered by a specific entry that is selected from a drop down menu selection.

    3 votes

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  15. 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

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  16. 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

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  17. 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

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  18. Connect Google Sheets to Dropdown Collections so a dropdown list can be automatically updated

    3 votes

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

    3 votes

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