With the "Upload Submitted Public Form to Egnyte" Workflow recipe, you can automatically send your Public Form submissions to your Egnyte account.
Send Public Forms directly to your connected Egnyte account as soon as they're submitted with the "Upload Submitted Public Form to Egnyte" Workflow. This assures prompt access to submitted Public Forms via Egnyte for any users who need it.
Use Workflow Variables in the Upload File step (step 5 in the instructions below) to leverage Form data to help manage your Forms.
Open the Workflows tab in the GoFormz web app and click Create to access the Workflow Recipes Library.
Next, complete the following steps:
Select the Upload Public Form Submission to Egnyte recipe.
This opens the Workflow Recipe Builder.
Click the pencil icon next to the default Workflow name.
Enter a Workflow name.
Note: GoFormz recommends that you include the Template name used in the Workflow in your Workflow name.
Establish your Public Form Submitted trigger.
To do this, choose your Owned By and Template options.
Configure your Export Form to PDF settings.
This includes the pages you want exported, and a name for your PDF.
Select the Form pages you want exported to PDF.
Note: If you want to export all Form pages, leave this field blank.
Here you’ll 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.
Configure your required Upload File details.
These details include Connection, and Destination Path.
Note: Do not change the File(s) option.
Select the Connection from the drop-down menu to indicate the Egnyte connection you want used for your uploads.
The Destination Path determines the name of your PDF, and the Egnyte folder where the PDF will be placed.
Click the Activation slider if you want your Workflow active immediately.
The Workflow Activation status is either Active or Inactive.
Want to verify that your Workflow is set up correctly?
If you want to verify that your Workflow is correctly set up, complete the Workflow trigger you set up in Step 3 above.
Next, navigate to the Workflows tab in the GoFormz web app and click View Jobs. This will bring you to the Workflow Jobs page.
Here you’ll see if your Workflow succeeds. If your Workflow is successful, you’ll see data from your submitted Form in your connected Egnyte account.