61 results found
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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 votes -
Workflow Folders: Add a Trash Bin or Archived Folder
Would love to have a Trash Bin / archived folder
3 votes -
A workflow step that allow the merge of pdf attachments with the form pdf in a only one file.
A workflow step that allow the merge of pdf attachments with the form pdf in a only one file.
3 votes -
ServiceNow Integration
ServiceNow/GoFormz Integration
6 votes -
Workflow trigger for Form.Create, Form.Complete, and Form.Delete
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 -
Allow Tables in Create Form Workflow Action
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 -
Monday.com Integration
Integration between Monday.com and Goformz
4 votes -
Approval Workflow
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 -
Refrence Only (Notes) - Templates/Workflows
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 -
Public Form Sent Trigger
New Trigger that is based on when a Public Form is sent out.
3 votes -
Workflow schedule - hourly option
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).
2 votes -
Airtable Integration
Airtable/GoFormz Integration
2 votes -
Calendar app integration
Add a calendar integration
9 votesPlease let us know more about this request by voting or adding comments.
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Workflow Options with Updating Datasource
Expand the Workflow options with updating Datasources, without using professional assistance
eg:
if entry doesn't exist then add to data sourceIf entry does exist then ( warn user) or ( prevent user from continuing), etc
7 votesPlease let us know more about this request by voting or adding comments.
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Quickbase Integration
Integration between Quickbase and GoFormz
3 votes -
Workflow - scheduled reports text options
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 -
Copy workflow attached to a template when this is duplicated.
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 -
Batch editing of Template Events
Batch editing of Template Events
4 votes -
Ability to use a single workflow for a Template for both completed and public forms
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 votesPlease let us know more about this request by voting or adding comments.
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The ability to save notes into a datasource so that the notes can be pulled into new forms using the same key values
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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