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.
The Workflow Recipes Library will appear.
Select the OneDrive Workflow recipe.
You will navigate to the Workflow Recipe Builder.
Click the pencil icon next to the 'OneDrive File Upload' name.
Provide a Workflow name.
Note: GoFormz recommends that you include the name of the corresponding Template in your Workflow name.
Select the appropriate Template from the Template drop-down menu.
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.
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.
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.
a. Select your Connection from the Connection drop-down menu.
b. Provide your Upload Path using your preferred Workflow variable.
If you want your Workflow active immediately, click the Activation slider.
The Workflow Activation status will display as Active or Inactive.