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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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103 results found

  1. 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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  2. 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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  3. Add ability to upload form images to a SQL Table

    3 votes

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  4. Webhooks currently only fire on form completion. Enabling webhooks for public forms opens up more automation possibilities.

    3 votes

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    Tell us More  ·  0 comments  ·  API  ·  Admin →
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  5. Workflow inputs will dynamically show options to select based on your connection.

    3 votes

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  6. The ability to enable or disable a user in GoFormz using an API call.

    3 votes

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    Tell us More  ·  0 comments  ·  API  ·  Admin →
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  7. Integration with Acumatica to streamline data capture, processing, and record-keeping in their ERP software.

    3 votes

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  8. IP whitelisting is a key tool to enhance security for connections between GoFromz and other systems like Azure Blob storage. Occasionally changing IP addresses or additions on the GoFormz side, although likely necessary, makes this more challenging to maintain. If tenant admins could subscribe to receive notifications of changes to the GoFormz server IP list that would help to prevent connection interruptions. Thank you.

    2 votes

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  9. Ability to trigger a workflow based on when a form is saved.

    2 votes

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  10. Enable calling an external API from workflows.
    This would allow to integrate better with CRMs and other system

    2 votes

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  11. The ability to support writing to managed metadata columns in Sharepoint when uploading a document to document library.

    2 votes

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  12. Duplication Data during Key in Data Report.

    Introduce my name Afriyanto from Quality at Baker Hughes Batam.
    Regarding subject above, i would like to give an input to goFormz to have a features to able to detect duplication data when same form is used by several people.

    as an example, i have a case as like below :

    Technician 1 : on Monday, Create the Inspection Report from Form “ Inspection “ >> He Key in the SN of Product : 12345 >> Saved.

    Technician 2 : On Friday, Create the Inspection Report from Form “ Inspection “ >> Then,…

    2 votes

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  13. Hi team,

    I'm wondering if we can compress files into Zip in workflow and upload the compressed file to sharepoint folder.
    Our purpose is to move every job related file into one folder, so a zip file compressing can be a Creating New Folder action.

    Thanks.

    2 votes

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  14. 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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  15. 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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  16. 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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  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. Integration with Shopify and GoFormz.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. GoFormz to have an integration with Boomi.

    2 votes

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  20. For those who use Auto Email to receive notifications and a copy of the PDF when a Form is Completed, when you select "User Who Completed Form" and add yourself as a user to be notified when forms are completed, to not be notified twice when you complete a form yourself.

    2 votes

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