OneDrive is a cloud-based storage service that connects the user to all their files.

The GoFormz-OneDrive Connection uploads completed Form PDFs to your OneDrive account. You can also use this connection to add or update rows in your OneDrive Workbook.

Manage your OneDrive actions in Workflows.

Upload File sends Forms or images submitted by your Form User directly to your existing OneDrive account.

Note: You must setup an Export Form to PDF or Get Form Images action before you can use the Upload File action.

Configure your Connection, Upload Path, and File URL to set up the Upload File action.

Connection is a drop-down menu which lists your available OneDrive connections. Your OneDrive connections determine the options available to you here.

Click Manage Connected Accounts to add a new OneDrive connection. If you add a connection here, you will remain on this page. You will set your connection without interrupting your action configuration.

Your Upload Path determines the OneDrive folder where your received files are delivered.

Note: If your specified OneDrive folder does not already exist, your Upload Path will automatically create a new folder.

Assign Workflow variables as your Upload Path to automatically save completed Forms to a subfolder named according to your specified variables.

Each trigger included in your Upload Path will create a nested subfolder within your GoFormz folder in OneDrive. Consider the following Upload Path:

In this Upload Path:

Find the Completed Forms related to this Upload Path in nested folders in your GoFormz OneDrive folder. The nested folders will match the Customer and Completed Form Name.

Your File URL references the associated action steps and your output.

If you include multiple file actions, then you will see multiple File URL's. The '|' character, called a 'vertical bar' or 'pipe' separates these files.

When using a recipe, your File URL is automatically defined. When building your own Workflow, you will select the File URL(s) using the File URL drop-down menu.

Use the Upsert Row in Excel Table action to specify whether to add data to a new row or update an existing row in your OneDrive Workbook using a key value.

Upsert is a combination of the word's 'update' and 'insert.' It is used to specify that an operation will update a row if the table value already exists or insert a new row if the table value does not yet exist.

To successfully set up the Upsert Row in Excel Table action you must configure your Connection, Workbook, Table Name, Column Name, Value, and Key Column.

Connection is a drop-down menu which lists your available OneDrive connections. Your OneDrive connections determine the options available to you here.

Click Manage Connected Accounts to add a new OneDrive connection. If you add a connection here, you will remain on this page. You will set your connection without interrupting your action configuration.

Workbook specifies the path to the OneDrive Workbook you want your action to reference.

Table Name is the name of the Table within the OneDrive Workbook you want your action to reference.

Reference the name of the OneDrive table column you want referenced in Column Name.

Specify the Value you want upserted to your table row using either a specific number or Form field.

Define whether your action should add a new row or update an existing row with the Key Column configuration.

Note: The Upsert Row in Excel Table action only allows for one Key Column.

After you create your connection, consider utilizing GoFormz's OneDrive Upload File recipe or building out a Custom Workflow.