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Set up an "Upload a file to Egnyte" Workflow recipe
Set up an "Upload a file to Egnyte" Workflow recipe

Upload PDF versions of your completed Forms to Egnyte automatically with the "Upload a File to Egnyte" Workflow recipe.

Updated over 6 months ago

Automatically upload PDF versions of your completed Forms to Egnyte with the "Upload a File to Egnyte" Workflow recipe. To set up this Workflow, you'll need to set up a GoFormz-Egnyte connection.

Store completed Forms on your Egnyte account to maintain access to PDF versions of your Forms wherever you have access to Egnyte. With this Workflow recipe, you can trigger delivery based on your required criteria.

Access the Workflow Recipes Library in the Workflows tab of the GoFormz web app by clicking Create to begin.
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Screenshot displaying the location of the Create button in the Workflows tab of the GoFormz web app.

  1. Select the Egnyte File Upload Workflow recipe.
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    Screenshot displaying the Workflow Recipes Library in the GoFormz web app.


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    You'll navigate to the Workflow Editor.
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  2. Click the pencil icon next to the "Egnyte File Upload" name.
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    Screenshot displaying the location of the Workflow name in the Workflows builder in the GoFormz web app.


    ​Enter a Workflow name.
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    ​Note: GoFormz recommends that you include the name of the corresponding Template in your Workflow name.
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  3. Set up your trigger by selecting your Completed By, Template, and Form completion options.
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    1. Select the appropriate user-based trigger using the Completed By drop-down menu.
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      Your Completed By selection indicates the user or users for whom you want this action to apply. Options include Anyone, Specific User, or Group.
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    2. Select the appropriate Template from the Template drop-down menu.
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    3. Check the box next to Only run after initial form completion if you want this Workflow to trigger only for the first time a Form is completed.
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      Screenshot displaying the location of the trigger setup action in the Workflow builder in the GoFormz web app.


      Click Next.

  4. Select your PDF settings by selecting the pages to be exported, and naming your PDF.
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    1. Select the Form pages you want exported to PDF.
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      If you want to export all Form pages, leave this field blank.
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    2. Click Advanced. Here you'll assign your PDF a name in Filename.
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      ​Note: If you choose not to name your PDF, your PDF will adopt the name of the corresponding completed Form.
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      Screenshot displaying the action setup in the Workflow builder of the GoFormz web app.


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  5. Set up your Upload File action. This will include establishing your Connection and Upload Path.
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    ​Note: You'll also see a File URL(s) option. Do not modify this field as it is automatically generated during the previous step.
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    Screenshot displaying the Upload File action in the Workflow builder of the GoFormz web app.

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    1. Select your Connection from the Connection drop-down menu.
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    2. Enter your Destination Path using your preferred Workflow variable.
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  6. Click the Activation slider if you want your Workflow active immediately.
    The Workflow Activation status will display as Active or Inactive.
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    Screenshot displaying the locations of the Activation slider and Save button in the Workflow builder of the GoFormz web app.


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  7. Click Save.

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