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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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9 results found

  1. Deleted forms remain in UPSERT excel document. I understand UPSERT is only update and insert, but it would be great to be able to trigger removal of rows when a form is deleted from GoFormz.

    2 votes

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  2. Once a form is completed by the instructor, it moves to the head of training who needs to check the content and then sign it off. As well as a signature and typed in name, a electronic / pdf stamp of sorts can be added.

    4 votes

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  3. I would like to include a hyperlink to the form in a notification. This way, the person receiving the notification doesn't have to sort/hunt for the recently submitted form, then can click straight into the form and take ownership, or close the form and search for other relevant information.

    Right now, including the PDF is helpful, but the PDF format is difficult to read and does not allow access to other areas of the form my new user group is required to complete.

    3 votes

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  4. Offer a Jobs list of run template events similar to the Workflow Jobs list. I would really like there to be a way to check the status and success/fail of template events. This is extremely helpful for troubleshooting purposes. Currently they run silently and there's no way to know if a template event failed.

    2 votes

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  5. Batch editing of Template Events

    4 votes

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  6. The way emails have to be set up in the Template Events is very prone to errors, difficult to edit etc.

    Would like to have the ability to create distribution lists that I can quickly select instead of having to manually type out email addresses.

    3 votes

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  7. For those who use Auto Email to receive notifications and a copy of the PDF when a Form is Completed, when you select "User Who Completed Form" and add yourself as a user to be notified when forms are completed, to not be notified twice when you complete a form yourself.

    2 votes

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  8. Deactivated Users would not be included on activity from Event List.

    4 votes

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  9. Metadata variable that populates the date/time the template event fires off

    1 vote

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