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1 vote
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Emily Turner
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2 votesUnder Consideration · 0 comments · Workflow, Integrations & Automations » Workflow Management · Admin →Emily Turner
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9 votesEmily Turner
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5 votes
An error occurred while saving the comment Emily Turner
commented
Here's more details about this extremely crucial feature.
We have dozens of templates, all of which are related to workflows that use a plethora of fields from those templates in order to function. Those templates also have accumulated dozens to hundreds of drafts over the course of their existence.
A few of our templates us workflows for an approval process. Because GoFormz doesn't recognize the difference between a true draft (a form that has been created but never submitted) and an open form (a form that has been submitted, but has been reopened after being transferred for action), most of these drafts are forms awaiting action from reviewers. (GoFormz needing a distinction between drafts and open forms is a whole other topic).
Now, I need to make an update to the template and the workflow. The changes I'm making are adding new fields that the workflow will reference and need to function.
Unfortunately, after I've made this change, hundreds of existing drafts will now fail when they are eventually completed because they are on the old version of the template where those fields didn't exist.
Although it is possible to go into each and every one of those hundreds of drafts, take ownership, update their template version, and transfer the ownership back to the appropriate person, it's simple untenable to do that.
Creating a whole new template doesn't work as the drafts and completed forms from the original template still need to be accessible and actionable.
As things are, we're really hampered when it comes to improving our existing templates. We need a way to bulk update the template version of drafts.
Emily Turner
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10 votes
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An error occurred while saving the comment Emily Turner
commented
I would imagine this would be an alternative workflow step to the "Email" step, where instead of an email, a calendar invitation is sent.
Outlook and Google Calendar would be the most needed integration options for this, I would think.
Emily Turner
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2 votesEmily Turner
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12 votes
Our team is exploring this idea, please share your comments and feedback so we can continue our discovery.
Emily Turner
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19 votes
Our team is looking for additional feedback around this idea.
Emily Turner
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5 votes
Our team is looking for additional feedback around this idea.
Emily Turner
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5 votes
An error occurred while saving the comment Emily Turner
commented
GoFormz Form Builder is complex and extremely customizable, as are the Workflows. Every platform I admin with this level of customization has a community forum for users to discuss solutions to common needs. I was really surprised to find that GoFormz did not.
Additionally, I'm sorry to say, the GoFormz documentation is severely lacking. There are huge gaps in documentation (like Workflow Actions such as UpdateForm having no dedicated documentation explaining how it works and how to use it), and the documentation that does exist is extremely basic with little to no examples of use cases (try figuring out how to make a robust approval workflow with GoFormz support documentation alone...)
If you want Support to stop having to field so many users asking basic questions and help figuring out workflow and conditional logic that isn't well documented, give the users a community they can turn to. This is pretty standard at this point.
If this is a case of GoFormz wanting to sell their professional service hours, you will /always/ have companies willing to just pay professional service hours do get things done because they don't have the staff or skill sets to have it done in house. But for those who have IT/IS teams and who were sold on GoFormz because of the level of customization, the support documentation and lack of user community is really failing them.
To be fair, I don't know how old GoFormz is as a company or how large your staff is. I can imagine starting a user community does take some resources and management. I really hope you consider this idea for the future, and I know I would love to hear about its progress.
Emily Turner
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12 votes
An error occurred while saving the comment Emily Turner
commented
Our last platform did this and it was wonderful.
Photos uploaded to a Image field would attach to the exported PDF as new PDF pages (one page per photo).
Files uploaded to the File Attachment field would display a link on the exported PDF that could be clicked to download the file. If the file was a PDF, it would combine it with the exported form PDF as additional pages.
Emily Turner
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9 votesEmily Turner
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An error occurred while saving the comment Emily Turner
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YES! This is a big issue for us. We end up having either a very limited number of photos our users can add, or having to add several hidden (with option to show) pages with just photo squares.
I would pair this feature request with another request to have photos export as separate pages on the PDF. Like, if there are 3 pictures added to a picture field, then the exported PDF will have 3 extra pages at the end each one being one of the photos. This is how our old platform functioned and it was awesome!
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16 votes
An error occurred while saving the comment Emily Turner
commented
I understand why the date field has limited options. mm/yy isn't a complete date and would be tricky (if possible) to store properly as date data.
I suppose you could have the date picker adjust to only show d m y individually if they are part of the chosen format, but that sounds like a ton of work for a niche need, and again, you'd run into date value data issues.
For OP, I use a text field with the mm/yy or yy formatting on it and make the default value = a date field that the user can use.
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6 votes
An error occurred while saving the comment Emily Turner
commented
Here's my use case for this feature:
We have several forms that go through an approval workflow. We have a User Group called "Approvers" which contains users who have the authority to approve the forms.
On the form itself, we actually allow for the user to select their approver, because unfortunately we don't have the data infrastructure necessary to connect users and their appropriate approvers (and sometimes our data is out of date).
It would be FAR easier to have a list available on the form pulling right from that user group, since users have to be managed no matter what. Right now, we have to maintain both the user group (for field conditional purposes) AND a datasource of the exact same users.
Another use case of ours:
We do have some forms that will pull a specific approver based on an ID number selected by the user filling out the form. However, sometimes the pulled approver is incorrect (again, data infrastructure is not always perfect). So we have the field display blank if the approver doesn't meet certain criteria and overridable so the user can select the appropriate approver. We want to be able to give the user a list of people who 1) Have a Goformz license and can actually approve through GoFormz 2) Have been designated (via a User Group) to be appropriate approvers.
Both of these are reasons why we want to be able to pull a list of users from a user group on the form.
Thank you!
Emily Turner
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35 votesEmily Turner
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35 votesEmily Turner
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67 votesEmily Turner
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With the new throttling measures (only 10 jobs can be processing at one time), we recently had a 5 hour traffic jam of jobs because of an SQL issue affecting GoFormz (we have SQL integration steps on most of our workflows). The jam took us 5 hours to notice because SQL failures often retry and can take several retries before it properly fails, so we were only getting notified of the failures a few at a time and over the course of several hours. It took us 5 hours to realize that there was a major traffic jam where almost all of our workflow jobs were queued waiting for the 10 currently retrying SQL jobs to fail.
I request that GoFormz create an email alert similar to the Failed Workflow notifications that SysAdmins currently get, which notified us when a Workflow Job has been "queued" for longer than 20 minutes (or a number of minutes set by us?)
I'd like to know when there are workflow jobs that are sitting around waiting for their turn to process so I know to take a look and make sure that there isn't another issue causing the wait.