OneDrive: Upload File Recipe

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

Updated over a week ago

Upload PDF versions of your completed Forms to OneDrive automatically with the OneDrive Upload File Workflow recipe.

Follow the steps below to set up your recipe in the Workflows tab of the GoFormz web app.

  1. Click Create.

    Screenshot displaying the Workflows tab in the GoFormz web app with the Create button highlighted.

    The Workflow Recipes Library will appear.

  2. Select the OneDrive Workflow recipe.

    Screenshot displaying the Workflow Recipes Library in the GoFormz web app.

    You will navigate to the Workflow Editor.

  3. Click the pencil icon next to the 'OneDrive File Upload' name.

    Screenshot displaying the generic Workflow recipe name in the Form Completed screen in the GoFormz web app.

    Provide a Workflow name.

    Note: GoFormz recommends that you include the name of the corresponding Template in your Workflow name.

  4. Select the appropriate Template from the Template drop-down menu.

    Screenshot displaying the Template drop-down menu in the Form Completed Workflow in the GoFormz web app.

    Click Next.

  5. Assign your PDF settings by selecting the pages to be exported, and naming your PDF.

    a. Select the Form pages you want exported to PDF.

    Note: If you want to export all Form pages, leave this field blank.

    Screenshot displaying the Export Form to PDF action in the Form Completed Workflow in the GoFormz web app.

    b. Click Advanced. Here you will assign your PDF a name in Filename.

    Note: If you choose not to name your PDF, your PDF will adopt the name of the corresponding completed Form.

    Click Next.

  6. Set up your Upload File action.
    This will include establishing your Connection and Upload Path.

    Note: You will also see a File URL(s) option. Do not modify this field as it is automatically generated during the previous step.

    Screenshot displaying the Upload File action in the Form Completed Workflow in the GoFormz web app.

    a. Select your Connection from the Connection drop-down menu.
    b. Provide your Upload Path using your preferred Workflow variable.

  7. If you want your Workflow active immediately, click the Activation slider.
    The Workflow Activation status will display as Active or Inactive.

    Screenshot displaying the Form Completed Workflow with the Activation Status slider and Save button highlighted in the GoFormz web app.

  8. Click Save.

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