Use the Create Form action to create a new Form.
🗒️ 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.
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.
Template is required to setup the Create Form action.
Form Name: Assign a name for your new Form.
Form Name is required to setup the Create Form action.
Form 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.
Form Owner is required to setup the Create Form action.
Fields:
Field Name indicates the Data Field name from the original referenced Form.
Value is either a value you assign, or a Workflow Variable sourced from a field in the selected Template.