Upload PDF versions of your completed Forms to BIM 360 automatically with the BIM 360 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 BIM 360 Workflow recipe.
You will navigate to the Workflow Recipe Builder.
Setup your trigger by assigning your Completed By, Template, and Form completion options.
Select the appropriate user-based trigger using the Completed By drop-down menu.
Your Completed By selection indicates the user or users for whom you want this action to apply. Options include Anyone, Specific User, or Group.
Select the appropriate Template from the Template drop-down menu.
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.
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, Company, Project Name, Document Type, and Document Path.
Note: You will also see a File List 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 Company, Project Name, Document Type, and Destination Path using your preferred Workflow variable.
Click the Activation slider if you want your Workflow active immediately.
The Workflow Activation status will display as Active or Inactive.