GoFormz

Streamline your data collection and routing with the GoFormz-OneDrive connection.

OneDrive integration overview

Add a OneDrive connection to your GoFormz account to take advantage of the available Microsoft OneDrive Workflows.

Add a new Microsoft OneDrive connection

Learn about the "Affix Row to Excel Table" Workflow action.

OneDrive "Affix Row to Excel Table” action overview

Complete these steps to set up your OneDrive: Upload File Workflow recipe.

OneDrive: Upload File Recipe

Upload a scheduled report with customized criteria to your connected OneDrive account.

Set up an "Upload a Scheduled Report to OneDrive" Workflow recipe

Set up a Workflow recipe to automatically upload a Public Form submission to your connected OneDrive account.

Set up an “Upload submitted Public Form 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.

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

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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