Skip to main content
All CollectionsAutomationWorkflowsMicrosoft OneDrive integration
Set up an “Upload submitted Public Form to OneDrive” Workflow recipe
Set up an “Upload submitted Public Form to OneDrive” Workflow recipe

Set up a Workflow recipe to automatically upload a Public Form submission to your connected OneDrive account.

Updated over 8 months ago

With the “Upload submitted Public Form to OneDrive” Workflow recipe, you can automatically send your Public Form submissions to your integrated OneDrive account.

Send Public Forms directly to your connected OneDrive account as soon as they're submitted with the "Upload submitted Public Form to OneDrive" Workflow. This assures prompt access to submitted Public Forms via OneDrive for any users who need it.

Use Workflow Variables in the Upload File step (step 5 in the instructions below) to leverage Form data to help manage your Forms.

Open the Workflows tab in the GoFormz web app and click Create to access the Workflow Recipes Library.

Next, complete the following steps:

  1. Select the Upload Submitted Public Form to OneDrive recipe.
    This opens the Workflow Editor.
    ​

  2. Click the pencil icon next to the default Workflow name.
    ​

    Screenshot displaying the location of the pencil icon in the Workflow Recipe Builder in the GoFormz web app.


    ​
    Enter a Workflow name.
    ​
    ​Note: Include the Template name used in the Workflow in your Workflow name.
    ​

  3. Establish your Public Form Submitted trigger.
    To do this, configure your Owned By and Template details.
    ​​

    Screenshot displaying the trigger details including Owned By and Template options in the GoFormz web app.


    ​Click Next.
    ​

  4. Configure your Export Form to PDF details.
    This includes the pages you want exported, and a name for your PDF.
    ​​

    Screenshot displaying the Export Form to PDF setting options in the Workflow Recipe Builder of the GoFormz web app.

    ​

    1. Select the Form pages you want exported to PDF.
      ​
      ​Note: If you want to export all Form pages, leave this field blank.
      ​

    2. Click Advanced.
      Here you’ll assign your PDF a name in Filename.
      ​
      ​Note: If you choose not to name your PDF, your PDF will adopt the name of the corresponding completed Form.
      ​
      Click Next.
      ​

  5. Configure your required Upload File details.
    These details include Connection, and OneDrive Destination Folder.
    ​
    ​Note: You will also find a File(s) option. Do not modify this field as it is automatically generated during the previous step.
    ​

    Screenshot displaying the OneDrive: Upload File action in the Workflow Recipe Builder of the GoFormz web app.

    1. Select the Connection from the menu to indicate the OneDrive connection you want used for your uploads.
      ​

    2. The OneDrive Destination Folder determines the name of your PDF, and the OneDrive folder where the PDF will be placed.
      ​

  6. Click the Activation slider if you want your Workflow active immediately.
    The Workflow Activation status is either Active or Inactive. ​
    ​

    Screenshot displaying the Activation slider in the Workflow Recipe Builder of the GoFormz web app.

    ​

  7. Click Save.

Did this answer your question?