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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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33 results found

  1. 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

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    Released  ·  0 comments  ·  Workflow Editor  ·  Admin →
  2. It would be helpful to add a way to bulk turn on or turn off workflows from within the workflow management tool rather than having to go through on a one-off basis.

    0 votes

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  3. The Get Excel Table step for OneDrive does not list the outputs collected in the step. It needs to show that the output collected is #{GetExcelTable.dataSetUrl} so that it can be easily referenced in later steps.

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  4. 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 votes

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    Admins 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. 

  5. 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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    You 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.

  6. 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

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  7. Show when the last re-connect was for each connection in Connected Apps

    4 votes

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  8. When a workflow is duplicated, it is active by default. IMO, tt Should be deactivated.

    1 vote

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  9. 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 votes

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  10. 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 votes

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  11. 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 votes

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    If 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. 

  12. Ability to create a workflow that pulls site information from Sharepoint to automatically update a DataSource on a daily schedule.

    11 votes

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    New SharePoint Workflow Command "Get Excel Table" allows you to sync your SharePoint table. This step requires ProServices training/support.

  13. Adding Template Name as an Output for Workflow Triggers.

    3 votes

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    Released  ·  0 comments  ·  Workflow Editor  ·  Admin →
  14. Add the ability to Upsert rows from a GoFormz table to an Excel on Sharepoint.

    2 votes

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  15. The ability to see which workflows run under each connected app.

    8 votes

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    Users can now find which workflow are utilized by a connection. Under Details select Workflows to see all Workflows utilizing that specific connection. 

  16. Auto email can send Form completed and Attachments in the same email.

    6 votes

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    Please 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.

  17. When looking at Workflow Details, be able quickly identify what DataSources are referenced throughout a Workflow

    4 votes

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  18. Customers need to know which forms were deleted so these form results can be removed from their data warehouses / dashboards.

    4 votes

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    Within 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.

  19. Suggestion make ; and , acceptable separators in all fields (TO, CC, BCC)

    When emailing as part of a workflow if using a ; to separate email addresses in the CC field the workflow will fail. using a , will work. When using a ; in the TO field the workflow does not seem to have any issues.

    This is an issue for us as we also integrate with SendGrid and it requires a ; and not , as a separator so a workaround for us means changing our formats based on what we are integrating with at the time.

    1 vote

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  20. Ability to organize Workflows into folders.

    13 votes

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