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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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104 results found

  1. 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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  2. Workflow inputs will dynamically show options to select based on your connection.

    3 votes

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  3. 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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  4. Integration with Acumatica to streamline data capture, processing, and record-keeping in their ERP software.

    3 votes

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  5. 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.

    2 votes

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  6. 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.

    2 votes

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  7. 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.

    2 votes

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  8. The Idea: Please add the ability to rerun a workflow job from a specific step. For example, if a workflow has 5 steps and fails on step 3, I want to be able to choose where the workflow reruns from. I could have it rerun from step 3, so that steps 1 and 2 are not rerun, or I could rerun it from step 2 so that all steps but step 1 would rerun.

    The Reason:
    We regularly deal with failed workflow steps, the most common of which is Procore File Upload failing and SQL Upserts failing. This is sometimes…

    2 votes

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  9. 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…

    2 votes

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  10. 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.

    2 votes

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

    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. 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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  14. 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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  15. 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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  16. 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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  17. Integration with Shopify and GoFormz.

    2 votes

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

    2 votes

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  19. 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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  20. Ability to Select All Columns from a Workbook to add to Column mapping without having to manually map them all in.

    2 votes

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