What is a workflow?

How do I connect my third-party application to GoFormz?
How do I manage my workflows?
Why are all the application updates tied to my username?

How can I tell if my workflow is successful or if it has failed?

What is causing my workflow to fail?

What is causing my workflow to have a formatting error?

How does the rerun of a failed workflow work?

What is a workflow?

With GoFormz Workflows you can automate a variety of tasks, like routing data to other apps, syncing databases and more. Click here to learn more about GoFormz Workflows.

How do I connect my third-party application to GoFormz?

Click here to learn more about leveraging app connections.

How do I manage my workflows?

Click here to learn how to find and edit existing workflows, create new workflows, and view workflow jobs in the Workflow Tab.

Why are all the application updates tied to my username?

Please note that whoever makes the connection of the application will be tied to the integration activity. For example, on the Upload File step, it will show the person who connected the app as the uploader of the file. We recommend creating a 'GoFormz Integration' account for your connected app account, if you don't want the activity tied to your personal account.

How can I tell if my workflow is successful or if it has failed?

Click here to learn how to view and troubleshoot workflow jobs, and view which workflow jobs triggered when.

What is causing my workflow to fail?

Common reasons that may cause your workflow to fail:

  • Spelling: Typically this is seen with a field name being misspelled. This can either be the GoFormz field name or the 3rd party application field name. We recommend copying and pasting to avoid this issue.

  • Case Sensitivity: Some of the applications that we integrate with are case sensitive. Please ensure when referencing field names that the correct input of uppercase and lowercase letters are being used. We recommend copying and pasting to avoid this issue.

  • Extra spaces: We recommend copying & pasting field names from your third-party application. It is common to see failures when an extra space is not copied over, but used in the third-party application.

  • Special Characters: Double quotes, *, -, when referenced in file path will cause a workflow failure. These special characters are not accepted.

  • Authentication Error: Reconnecting your application is needed when there are any password changes associated with this third-party account or if the refresh token with your third-party account expires. Click here for more details on how to reconnect a connection. This error message will appear as App Instance: ____ is not authenticated.

  • Active workflow: Double check that your workflow is marked as active.

  • Template Versioning: Make sure to update any references to template form fields in your workflow. If you have a new template version, the workflow will fail if field names are not consistent.

  • Index error: An index error will be caused if you are creating a form when using a third-party application and the username to create that form is not a username within your GoFormz account.

  • App Sync Error Message: If you see an App Sync Error message when troubleshooting your workflow, please reach out to support for additional assistance.

What is causing my workflow to have a formatting error?

  • Using a Date Field in your file pathway: Ensure if you are using a date field in your file pathway that it does not use forward slashes '/'. The forward slash is used to indicate a new folder. For example if your file path is "Client Name 4/30/21", the following folders will be created: Client Name 4, 30, 21.

  • Duplicated Folders: Folders get created in third-party apps based on the GoFormz connection used. Some third-party apps will only look for folders created by the owner of the GoFormz connection. This means that if a folder is shared with you by Jane, but the GoFormz connection to the application is tied to your account, a new folder will be created. If Jane owns the folder and the GoFormz Connection, no duplicate folder will be created.

How does the re-run of a failed workflow work?

Re-running a workflow will NOT update your current workflow instance, instead it creates a new workflow instance. Please note that if the form or third-party object that is correlated to your initial workflow is deleted, the re-run workflow will not have it for reference and will fail.

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