16 results found
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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.
4 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 -
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).
3 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 -
Public Form Sent Trigger
New Trigger that is based on when a Public Form is sent out.
3 votes -
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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Delay Workflow Actions
Ability to schedule a set time delay for a workflow action, such as sending an email.
6 votesPlease add any supporting information or use cases in the comments for our Product Team to review!
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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 -
Add ability to schedule report workflow once every 2 weeks
Add the ability to schedule the workflow once every 2 weeks.
5 votesPlease let us know more about this request by voting or adding comments.
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Copy/Paste multiple values at once into Column Mapping
Ability to copy/paste multiple values at once into Column Mapping.
4 votesPlease add any supporting information or use cases in the comments for our Product Team to review!
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Schedule Trigger: Set custom time range
Updating schedule trigger to allow workflow to run during set custom range.
2 votesPlease let us know more about this request by voting or adding comments.
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Select All Columns to Auto Add to Column Mapping
Ability to Select All Columns from a Workbook to add to Column mapping without having to manually map them all in.
2 votesPlease let us know more about this request by voting or adding comments
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Email Body - add line height property
Add Line Height as a property to the body of emails
1 votePlease let us know more about this request by voting or adding comments.
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Ability to update name of Report in Workflow
Add an input to the Export Report To CSV Workflow step that allows changing the name of the report.
1 votePlease let us know more about this request by voting or adding comments.
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Workflow Dynamic Metadata
Workflow inputs will dynamically show options to select based on your connection.
3 votes
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