Google Drive: Upload File Recipe
Updated over a week ago

Upload PDF versions of your completed Forms to your existing Google Drive account with the Upload File to Google Drive Workflow recipe.

Setup this Workflow in the Workflows tab of the GoFormz web app.

  1. Click Create.

    Screenshot displaying the location of the Create button in the Workflows tab of the GoFormz web app.

    The Workflow Recipes Library will appear.

  2. Select the Google Drive File Upload recipe.

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

    You will navigate to the Workflow Recipe builder.

  3. Select the proper Template from the Template drop-down menu.

    Screenshot displaying the Workflow builder in the GoFormz web app.

    Click Next.

  4. Set up the Export Form to PDF action.

    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.

    Click Next.

  5. Specify the following required Upload File options:

    1. Select the Connection from the drop-down menu to indicate the Google Workspace app connection you want used for your upload.

    2. Indicate the Drive to which you want to save your files.

      If you leave this blank, your files will send to your personal drive.

    3. The Folder Path determines the name of your PDF, and the Google Drive folder where the PDF will be placed.

      Use Workflow Variables in this step to leverage Form data to help manage your Forms.

      Note: Do not change the File(s) or Unique Identifier options.

  6. Click the pencil icon next to the default Workflow name.
    Assign a Workflow name.

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

    Screenshot displaying the location of the Template name in the Workflow builder of the GoFormz web app.

  7. Verify your Workflow details are correct.
    If you want to activate your Workflow immediately click the Active/Inactive slider. This indicates your Workflow activation status.

  8. Click Save.

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