33 results found
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Workflow Folders
Ability to organize Workflows into folders.
13 votesWorkflow Folders is now available on all accounts with Workflow access. Learn more here: http://help.goformz.com/en/articles/7128447-workflow-folders
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SharePoint DataSource Sync
Ability to create a workflow that pulls site information from Sharepoint to automatically update a DataSource on a daily schedule.
11 votesNew SharePoint Workflow Command "Get Excel Table" allows you to sync your SharePoint table. This step requires ProServices training/support.
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Notification when connected app is disconnected
Sending a notification email that lets the customer know said integration has been disconnected so that they don't have hundreds of workflows running and failing. If we can catch the root cause of this then I think the customer will be greatly impacted in a good way
10 votesAdmins can now opt-in to receive In-App Notification when a Connected App is recognized as disconnected. Go to the Settings area to opt-in.
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Ability to see which workflows run under each connected app easily
The ability to see which workflows run under each connected app.
8 votesUsers can now find which workflow are utilized by a connection. Under Details select Workflows to see all Workflows utilizing that specific connection.
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Link form to Workflow Job Log
Link the Form to the Workflow Job Log, so that it's easier to identify the exact form that was submitted with the workflow that ran for that form.
7 votesJob logs now like to the exact Form that triggered the Workflow.
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Auto send completed form and attachments in the same email
Auto email can send Form completed and Attachments in the same email.
6 votesPlease Note that PDF, Images, & attachments can now be sent in the same email utilizing Workflow. Currently ProServices involvement will be needed to include images & attachments within the email.
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Bulk Rerun of Workflows
Ability to bulk select failed workflows to rerun.
6 votesAdmins can now bulk re-run Workflows.
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Remove workflow syntax prompts where non-applicable
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.
4 votes -
Include automated activity audit trail to Message Status
The ability to include an audit trail of where an email was triggered from. For example, within the Message Status tab - if you click on an email it will populate a Message Status box. We should include info on whether that email was triggered from a Template Event (and if so - which Template), in addition to if it was fired from a Workflow (and which Workflow)
4 votesOn the Message Status page you can now view the Source of the Message. The Source will link to the applicable item.
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Show last connected date for connected apps
Show when the last re-connect was for each connection in Connected Apps
4 votesWe have updated the App Connections page to include Authentication method and the Most recent connection date.
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Easily identify & link to GoFormz DataSources used in Workflow
When looking at Workflow Details, be able quickly identify what DataSources are referenced throughout a Workflow
4 votesUsers can now view in DataSource which workflows reference them.
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Return Form Deleted Date in Get Form NDJson
Customers need to know which forms were deleted so these form results can be removed from their data warehouses / dashboards.
4 votesWithin the Get Form NDJSON command, you now have capability to Gather data from deleted from. You will need to select this under the Advanced options.
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Drag & Drop Workflow Steps
For long workflows it would be useful to be able to drag and drop workflow steps, rather than needing to push the up and down buttons.
3 votesYou can now drag and drop steps in the Workflow Editor.
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Adding Template Name as an Output for Workflow Triggers.
Adding Template Name as an Output for Workflow Triggers.
3 votes -
Ability to rerun a workflow from a specific step
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 votesYou can now rerun a Workflow from a specific step. You have the ability to choose if you would like to rerun just that step or rerun the Workflow starting from that step.
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Stop having 'All Templates' be the default template selected when creating a workflow.
I maybe understand if someone is creating a Workflow from the 'create workflow' button in the workflows section, but if someone is on a particular template, and they go to Workflows from the template section, any subsequent workflows should automatically select that template.
Anywhere that 'All Templates' is default should have some sort of checkbox to confirm that you want this workflow to trigger on every single template.
2 votesIf on a particular template, and you go to Workflows Recipes from the template section, any subsequent workflows will automatically select that template in the trigger.
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Sharepoint: Upsert Rows in Excel Table
Add the ability to Upsert rows from a GoFormz table to an Excel on Sharepoint.
2 votesSharePoint Upsert Rows in Excel Table is now available. Reach out to Proservices for training and enablement.
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Workflow File Transfer
Ability to transfer attachments from one to a newly created form utilizing Workflow.
2 votesAttachment Fields can now be referenced when newly creating a form utilizing Workflow.
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Workflow Versioning
Alter a current live workflow and publish that as the new version of your workflow. This would allow you to reference previous versions of the workflow to identify what has been updated.
2 votesThis feature is now released. Learn more here.
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"Transfers a Form" Trigger Template Event
Template Event triggered by the "Transfers a Form" action.
2 votesNew Workflow trigger for Receives a Transferred Form has been created. Please contact proservices@goformz.com to setup workflows based off of transferred forms.
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