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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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11 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. 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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  3. 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. 

  4. 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.

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

    3 votes

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    Released  ·  0 comments  ·  Workflow Editor  ·  Admin →
  6. 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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  7. Ability to organize Workflows into folders.

    13 votes

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  8. Ability to transfer attachments from one to a newly created form utilizing Workflow.

    2 votes

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  9. When selecting custom, allow for a custom input without selecting anything from the drop down. Currently you have to select something from the drop down, clear it out, then you can manually type.

    1 vote

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  10. 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 votes

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  11. Trigger for Workflow based on a draft of a form being created

    0 votes

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    0 comments  ·  Workflow Editor  ·  Admin →
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