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Set up an “Upload submitted Public Form to Dropbox” Workflow recipe
Set up an “Upload submitted Public Form to Dropbox” Workflow recipe

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

Updated over 8 months ago

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

Send Public Forms directly to your connected Dropbox account as soon as they're submitted with the "Upload submitted Public Form to Dropbox" Workflow. This assures prompt access to submitted Public Forms via Dropbox 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 Dropbox recipe.
    This opens the Workflow Editor.
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  2. Click the pencil icon next to the default Workflow Name.
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    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.
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    Screenshot displaying the trigger details including Owned By and Template options in the GoFormz web app.


    ​Click Next.
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  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.
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      ​Note: If you want to export all Form pages, leave this field blank.
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    2. Click Advanced.
      Here you’ll assign your PDF a name in Filename.
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      ​Note: If you choose not to name your PDF, your PDF will adopt the name of the corresponding completed Form.
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      Click Next.
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  5. Configure your Upload File action details.
    This will include establishing your Connection and Dropbox Destination Folder.
    ​
    ​Note: You'll also find a File(s) option. Do not modify this field as it is automatically generated during the previous step.
    ​

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

    1. Select the Connection from the menu to indicate the Dropbox connection you want used for your uploads.
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    2. The Dropbox Destination Folder determines the name of your PDF, and the Dropbox folder where the PDF will be placed.
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  6. Click the Activation slider if you want your Workflow active immediately.
    The Workflow Activation status is either Active or Inactive.
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    Screenshot displaying the Activation slider in the Workflow Recipe Builder of the GoFormz web app.


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  7. Click Save.

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