Automatically upload completed PDF's to your Box account with a GoFormz-Box connection. With this connection you can also map Form fields to a file using Template metadata.
Before you begin, you'll need access to a Box account. The account used will display as the user who completes any associated actions, so we recommend that you create a 'GoFormz Connection' for exclusive use with this connection.
Note: You must re-authenticate this connection each time you change your Box account password.
This connection gives GoFormz access to your Box account to read and write files, but GoFormz will not have management access for any of your Box settings.
You have two options for adding your connection: while setting up your Workflow recipe, or via the Connected Apps page.
While setting up your Workflow recipe
If you want to add a connection while setting up your Workflow recipe, you’ll select a recipe in the Workflow Recipes Library. When choosing your action configuration details, click the Connection drop-down menu and select “+ Add Connection”.
If you want to connect Box to your GoFormz without setting up a Workflow, add your connection on the Connected Apps page.
On the Connected Apps page
Follow the steps below to set up your new Box connection in the GoFormz web app.
Open the More drop-down menu.
Click Connected Apps.
You'll navigate to App Connections.
Select the Box connection.
You'll navigate to the Box connection management page.
Click Add Connection.
The Start a new connection modal will appear.
Enter your Box username and password.
You'll navigate to the Connection Management page.
Click Grant access to Box.
Your new connection will appear in your Connections list with a generic name (ex. "Box Connection 3").
Note: GoFormz recommends renaming your connection to aid in connection management. Best practice is to include your Box username as part of the connection name.
Want to verify your new connection?
In the GoFormz web app open the More drop-down menu and click Connected Apps to access the Connected Apps page.
Here, you'll click the card for the app connection you want to verify.
You'll navigate to the app's connections list where you'll see your existing connections for your selected app. Locate your connection in this list to verify a successful connection.