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Set up your “SharePoint Upload File” Workflow recipe
Set up your “SharePoint Upload File” Workflow recipe

Set up a Workflow recipe to automatically upload your completed Forms to your connected SharePoint account.

Updated over 4 months ago

Store and access the images and Forms submitted by your Form Users in your SharePoint account with the SharePoint File Upload Workflow.

🗒️ Note: SharePoint Workflows are only available for Advanced and Enterprise accounts.

This Workflow requires a SharePoint connection. If you haven’t added a SharePoint connection, you’ll need to do that before you set up this Workflow.

In the web app, go to the Workflows tab. Click Create Workflow to access the Workflow Recipes Library.

Select the SharePoint File Upload recipe.

Screenshot displaying the SharePoint File Upload Workflow recipe card in the Workflow Recipe Library.

You’ll navigate to the Workflow Editor, where you’ll complete the following steps.

  1. Click the pencil icon next to the default Workflow name.
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    Enter a Workflow name.
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  2. Establish your Form Completed trigger.
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    Screenshot displaying the details of the Form Completed trigger in the GoFormz web app’s Workflow Editor.


    Start your Workflow when a specific Template is used by either a specific user or a member of a Group to complete a Form.
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    1. Select your Template to start your Workflow when your selected users complete a Form using either specific Templates, or all Templates.
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    2. Trigger your Workflow based on Form completion using your selected Templates When completed by your selected user or Group.


    Select the Export Form to PDF action.
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  3. Configure your Export Form to PDF action details.
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    Screenshot displaying the Export Form to PDF action in the GoFormz web app’s Workflow Editor.


    This action generates PDF versions of your completed Forms for export.
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    1. Select the included pages you want exported to PDF from your Form. If you want to export all Form pages, leave this field blank.
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    2. By default, your PDF will inherit its name from. If you want to modify your PDF’s name, access the Advanced menu and assign a file name.
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    Select the Upload File action.

  4. Configure your Upload File action to determine where in your SharePoint account you want your Workflow's generated PDFs delivered.
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    Screenshot displaying the SharePoint Upload File Workflow action in the GoFormz web app's Workflow Editor.


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    1. Select your connection to determine which of your active SharePoint connections you’ll use for this Workflow.
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    2. Specify your SharePoint account’s Site, Document Library, and Destination Path.
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    3. Optionally, you can choose to upload Form metadata along with your Form PDF.
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      If you choose to upload metadata, you’ll need to enter a column name and value.
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      ​Note: Managed metadata - including taxonomy fields - are not supported.
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      1. Column name references the column name in your specified SharePoint account location.
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      2. Value indicates what information you want input into the matching column.
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        For your value, you can enter a specific alphanumeric statement (like a specific name or number), or use a variable.
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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 GoFormz web app’s Workflow Editor.


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    Your Workflow’s activation status is either Active or Inactive.
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  6. Click Save.
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  7. Click Publish.

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