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Set up an “Affix Form Data to OneDrive” Workflow recipe
Set up an “Affix Form Data to OneDrive” Workflow recipe

Automatically add a new row to your OneDrive worksheet based on your completed Form with the "Affix Form Data to OneDrive" recipe.

Updated over 8 months ago

With this Workflow you can to automatically pull data from transmitted Forms into your connected OneDrive worksheet.

During this process, you'll need to reference your Destination Table. Your Destination Table is different than your Sheet name. If you don't have a table within your selected OneDrive Workbook, you'll need to create a table.

With your table, you’ll open the Table Design menu in Excel. Here, you’ll find a text box with your table name on the menu’s left-hand side.

Screenshot displaying the location of the table name in the Table Design menu of Microsoft Excel.

The name you find here is the Destination Table name, which you'll reference when setting up this Workflow.

Set up this Workflow recipe in the GoFormz web app’s Workflows tab. Here you’ll click Create to navigate to the Workflow Recipes Library where you’ll complete the following steps:

  1. Select the Affix Form Data to OneDrive recipe.
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    Screenshot displaying the location of the Affix Form Data to OneDrive Workflow recipe in the Workflow Recipe Library within the GoFormz web app.


    You’ll navigate to 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.
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  3. Establish your Form Completed trigger by configuring your Completed By & Template details.
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  4. Establish your Affix Row to Excel Table action.
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    Screenshot displaying the Affix Row to Excel Table action in the Workflow Recipe Builder of the GoFormz web app.


    This action requires that you configure your Connection, Destination Workbook, Destination Table, and Worksheet Column Name Mapping.
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    1. Connection is a drop-down menu listing your available OneDrive connections. Your OneDrive connections determine the options available to you here.
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    2. Destination Workbook specifies the path to the OneDrive Workbook you want your action to reference.
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    3. Destination Table is the name of the Table within the OneDrive Workbook you want your action to reference.
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    4. Map your Worksheet Column Name from OneDrive to the Value with Worksheet Column Name Mapping.
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      Your New Cell Value can be a specific alphanumeric value, or a specific field from your Template using Workflow Variables.
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  5. Click the Activation slider if you want your Workflow active immediately.
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    Screenshot displaying the Activation slider in the Workflow Recipe Builder of the GoFormz web app.


    The Workflow activation status will display as Active or Inactive.
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  6. Click Save.

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