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Set up your “Upload submitted Public Form to SharePoint” Workflow recipe
Set up your “Upload submitted Public Form to SharePoint” Workflow recipe

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

Updated over 2 months ago

Provide prompt access to your submitted Public Forms for anybody who needs it when you send them directly to your connected SharePoint account.

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

This Workflow requires a SharePoint connection. If you haven’t yet 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 Upload Submitted Public Form to SharePoint recipe.

Screenshot displaying the “Upload Submitted Public Form to SharePoint” recipe card in the GoFormz web app.

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 Public Form Submitted trigger.
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    Screenshot displaying the Public Form Submitted trigger in the GoFormz web app’s Workflow Editor.

    1. Select your Template to start your Workflow when a Public Form is submitted using either specific Templates, or all Templates.
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    2. Trigger your Workflow based on when a Public Form is submitted using your selected Templates, and the submissions create Forms owned by a specific user or Group.
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    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.

    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 the matching completed Form. 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.
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  4. Configure your Upload File action to determine where in your SharePoint account you want your PDFs delivered.
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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. 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 SharePoint column.
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      2. Value indicates what information you want input into the matching column. For your value, you can enter a specific alphanumeric statement (like a specific name or number), or use a variable.

  5. Click the Activation slider if you want your Workflow active immediately.
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    Screenshot displaying the Activation slider in the Workflow Editor of the GoFormz web app.

  6. Click Save Draft.
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  7. Click Publish.

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