The GoFormz-Azure Blob Storage integration conveniently automates the process of uploading your completed form PDFs to the appropriate folders in your Azure Blob Storage account.
Note: Before getting started, you must first reach out to your GoFormz Account Manager to enable access to the Azure Blob Storage application on your account.
There are three steps to configuring an Azure Blob Storage integration:
Generate a SAS Token in Azure: Allows GoFormz to write data directly to your Azure Blob Storage, you'll need to generate a Shared Access Signature (SAS) token
Creating an Azure Blob Storage Connection: First, set up a connection to the Azure Blob Storage application, giving GoFormz access to your Azure Blob Storage account.
Creating an Azure Blob Storage workflow: Contact your Account Manager or proservices@goformz.com to set up an Azure Blob Storage workflow
GENERATING A SAS TOKEN IN AZURE
Before connecting GoFormz to your Azure Blob Storage account, you'll need to generate a Shared Access Signature (SAS) token at the container level. This token authorizes GoFormz to write data to your storage container.
When generating your SAS token in the Azure Portal, keep the following in mind:
Permissions: Grant Read, Write, Create, and List permissions. GoFormz needs all four to upload files successfully.
Expiration: Since this connection is ongoing, we recommend setting a longer expiration window (6 months to a year) and setting a reminder to rotate the token before it expires. Once a token expires, your integration will stop working until it's renewed.
Protocol: Restrict the token to HTTPS only, to keep data encrypted in transit.
Copy it immediately: Azure only displays the token once. If you navigate away before copying it, you'll need to generate a new one.
For instructions on generating a SAS token, refer to Microsoft's Azure documentation.
CREATING A NEW AZURE BLOB STORAGE CONNECTION
Before you begin, make sure that you have an existing Azure Blob Storage account and you know the credentials for the account. To create an Azure Blob Storage app connection, do the following:
In the web app, navigate to the Workflows tab where you'll access the Workflow Dashboard. Next, follow the steps below to add your new connection.
Click the Manage Connected Apps card.
You'll navigate to the Connected Apps page.
Find the Azure Blob Storage connection card.
Click Add Connection.
The Azure Blob Storage connection window will appear.
Select the Authentication Method you would like to use. You can either select Storage Account SAS or Container SAS.
Storage Account SAS uses a SAS token for entire storage account, while Container SAS uses a container specific SAS token.
If you have selected Storage Account SAS for your Authentication Method, input your Storage URL and SAS token.
If Container SAS is selected, please input your Storage URL, Container Name, and SAS token.
Click Add to complete the integration.
This allows GoFormz to read and write files to your Azure Blob Storage account, but GoFormz will not manage any of your Azure Blob Storage settings.
Click the newly added Azure Blob Storage connection card.
You'll navigate to your Azure Blob Storage management page.
Access the Actions (. . .) menu and click Details.
A window displaying your connection details will appear.
Enter a unique connection name.
Your connection name should include the username of the Azure Blob Storage account used to create your connection.
Click Save.