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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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59 results found

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

    3 votes

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  2. A workflow step that allow the merge of pdf attachments with the form pdf in a only one file.

    4 votes

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  3. ServiceNow/GoFormz Integration

    7 votes

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  4. A single workflow trigger that works across all three events would be super helpful for replicating GoFormz data to a data warehouse. This would enable advanced reporting for draft vs. completed forms, and make workflow management much easier as you wouldn't need separate workflows for Complete vs. Delete like we do now.

    17 votes

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  5. Integration between Monday.com and Goformz

    5 votes

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  6. 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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  7. 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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  8. Ability to route information to one or more people for their approval/rejection. Ability to monitor the status of approval/rejection within the application.

    5 votes

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  9. Airtable/GoFormz Integration

    3 votes

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  10. 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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  11. New Trigger that is based on when a Public Form is sent out.

    3 votes

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  12. Add a calendar integration

    10 votes

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  13. Expand the Workflow options with updating Datasources, without using professional assistance
    eg:
    if entry doesn't exist then add to data source

    If entry does exist then ( warn user) or ( prevent user from continuing), etc

    7 votes

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  14. Integration between Quickbase and GoFormz

    3 votes

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  15. Workflows - schedudeled reports

    It would be nice to have some options to include in the subject and body of the emails such as
    "Attached is the report for the month of MMMM YYYY" this can pull from the schduling portion of the options.

    1 vote

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  16. Whenever a Template is duplicated, the workflows attached to it could be copied as well, so we don't have to create them again for the new duplicated template. Same thing that happens with the template events.

    5 votes

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  17. Ability to schedule a set time delay for a workflow action, such as sending an email.

    6 votes

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  18. Batch editing of Template Events

    4 votes

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  19. 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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  20. 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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