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BIM 360 Integration
BIM 360 Integration

The integration automates the process of uploading your completed form PDFs to the appropriate folders in your BIM 360 account.

Updated over 2 years ago

Note: The BIM 360 integration is currently in Beta. Please contact proservices@goformz.com to activate this functionality in your account.

Many organizations use BIM 360 as the enterprise storage and collaboration solution for all their documents — including any completed forms. The GoFormz-BIM 360 integration conveniently automates the process of uploading your completed form PDFs to the appropriate folders in your BIM 360 account.

There are two steps to configuring a BIM 360 integration:

CREATING A NEW BIM 360 CONNECTION

Before you begin, make sure that you have an existing BIM 360 account and you know the credentials for the account. To create an BIM 360 app connection, do the following:

  1. Select Connected Apps from the More dropdown at the top of the GoFormz web app to navigate to the App Connections screen.

2. Click BIM 360 & Add Connection to bring up the BIM 360 Authorization window.

3. Enter your BIM 360 credentials (username and password). This step is omitted if you are already logged into your BIM 360 account. Please confirm that this is the appropriate account for your connection. If you do not want it to be tied to your personal account, you may need to enter incognito mode. Note, any future password changes associated with this account will require you to re-authenticate.

4. On the next screen, click Accept to complete the integration. This will allow GoFormz to read and write files to your Office365 account. GoFormz will not manage any of your Office365 settings.

Please note that whoever makes the connection of the application will be tied to the integration activity. For example, on the Upload File step, it will show the person who connected the app as the uploader of the file. We recommend creating a 'GoFormz Integration' account for your BIM 360 account, if you don't want the activity tied to your personal BIM 360.

The new connection will appear on your connections list with a generic name like “BIM 360 Connection 2”. We recommend renaming your connection with a more descriptive name (e.g. including your BIM 360 username in the connection name), especially if you plan to use multiple BIM 360 connections. This will make it much easier to tell your connections apart from each other.

CREATING A BIM 360 UPLOAD WORKFLOW

GoFormz Workflows let you automatically upload PDF versions of your completed forms to a cloud storage account. To set up GoFormz to automatically upload completed forms to your BIM 360 account, follow the steps below.

  1. Initiate workflow creation. Navigate to the Workflow Tab and click the Create button in the top right corner.

2. Select the BIM 360 Upload Form workflow. This workflow generates a form PDF and uploads it to the Project Files area of your BIM 360 account.

3. Change the name of your new workflow. Click the icon to the right of the default name and type in the new one.

4. Set up the Form Completed trigger. The trigger options allow you to select who the form was completed by (Anyone, Specific User, or Group) as well as the Template the form is based on. If the Template input is left blank it will trigger based on Template. Additionally you can set if the Workflow should trigger only after the initial form completion.Click Next when you are done.

5. Set up the Export Form to PDF action. Specify which form Pages should be exported to the PDF. Use dashes to specify page ranges and commas to separate page ranges and numbers; for instance, “1,3-5,8” means that pages 1, 3, 4, 5, and 8 will be exported. Leave this field blank if you want to export all form pages.

The PDF will bear the name of the completed form, unless you specify the Filename under Advanced.

6. Set up the Upload File action. This action will upload your PDF to BIM 360. The following fields must be specified for this step:

  • Connection: From the dropdown, select the BIM 360 app connection that should be used for this upload. See here for more about app connections and how to create them.

  • Company Name (required): The Company Name your projects/plans are under

  • Project Name (required): The name of your Project from the Project Directory

  • Document Type (required): Select if the Document should be uploaded as a Project file or as a Plans file

  • Destination Path (required): This determines the BIM 360 folder where the PDF will be placed. If the folder you specify does not already exist, it will automatically be created for you. Workflow variables can be used in filling out this step. In the example below, the text “GoFormz/#{trigger.[customerName]}/#{trigger.[formName]}.pdf” contains the variables "#{trigger.[customerName]}" and “#{trigger.[formName]}”. The first refers to the form field containing the name of your customer, and the second refers to the name of the completed form. So, the completed form will be saved to a subfolder with the customer's name within the “GoFormz” folder in your BIM 360 account, and the PDF will bear the name of the completed form. See here for more on workflow variables and how to use them.

  • File List(required): Do not change this field! This field determines which PDF is uploaded to BIM 360 and is automatically set to be the PDF that is outputted by the Export Form to PDF step.

Save and activate the workflow. If you want the workflow to go into effect as soon as you save it, activate it by clicking the Inactive slider in the top right to change it to Active. Finally, click Save in the top right to complete your BIM 360 workflow creation.

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