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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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103 results found

  1. Updating schedule trigger to allow workflow to run during set custom range.

    3 votes

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

    3 votes

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

    3 votes

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    Planned on Roadmap  ·  0 comments  ·  API  ·  Admin →
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  4. Workflow inputs will dynamically show options to select based on your connection.

    3 votes

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  5. When configuring a form-to-form workflow between duplicate forms built from the same template (often with 100+ fields), most fields need to be mapped 1:1. Currently, each field must be manually added and mapped individually, which is time-consuming and increases the risk of errors.

    It would significantly improve efficiency to have a “Select All” or “Auto-Map Matching Fields” option that automatically includes all fields with matching names, allowing the user to simply deselect any exceptions.

    This would:
    - Reduce setup time for large forms
    - Minimize manual mapping errors
    - Improve scalability for high-field-count templates

    2 votes

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  6. 2 votes

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  7. Integration with Vista Viewpoint

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Integration with BuildOps

    2 votes

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  9. Ability to Download an image from Acumatica to upload to a Form using Workflow

    2 votes

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  10. 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

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  11. Addition of CreatedDateTime and CompletedDateTime to the Get-Formz API calls. Currently LastUpdateDateTime is included.

    CreatedDateTime, LastUpdatedDateTime and CompletedDateTime are all included in the Report Templates csv exports, they would also be very useful in the API call.

    2 votes

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    Planned on Roadmap  ·  0 comments  ·  API  ·  Admin →
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  12. 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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  13. Enable calling an external API from workflows.
    This would allow to integrate better with CRMs and other system

    2 votes

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

    2 votes

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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. Integration with Shopify and GoFormz.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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