Use the Create Form action to create a new Form.
ποΈ Note: The Create Form action requires an Advanced subscription.
You can also assign your new Form to a user and populate Form fields with the exceptions of Location and Sketch. Additionally, if you want to automatically populate a Table field you must contact Pro Services for assistance.
Create Forms with this action based on internal or external triggers.
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Use an internal GoFormz trigger in instances where you need to collect data as a first step in a process. An example is if you want an approved Project Proposal form to trigger the creation of a Jobsite Inspection form.
An external trigger can collect data for a third-party source. Here, an example is if you want to create a new Form to collect data for each Work Order created in Salesforce.
The Create Form action contains the following inputs:
Template: Use this drop-down menu to select the Template you want to use as the blueprint for your new Form.
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Template is required to setup the Create Form action.
βForm Name: Assign a name for your new Form.
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Form Name is required to setup the Create Form action.
βForm Owner: Select the owner for your new Form using this drop-down menu. Or select Custom and assign the Form Owner using a Workflow Variable.
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Form Owner is required to setup the Create Form action.
βFields:
Field Name indicates the Data Field name from the original referenced Form.
βValue is either a value you assign, or a Workflow Variable sourced from a field in the selected Template.