Use the "Upload a Scheduled Report to Google Drive" Workflow recipe, to automatically deliver your scheduled reports to your connected Google Drive account.
Schedule periodic Template-based reports with GoFormz reports. Because your reports change as your Form User’s submit Forms, you’ll want to run regular reports to track any changes. Use this Workflow to automatically upload those reports to Google Drive.
Set up this Workflow recipe in the GoFormz web app’s Workflows tab. Next, click Create to navigate to the Workflow Recipes Library where you’ll complete the following steps:
Select the "Upload a Scheduled Report to Google Drive" recipe.
You’ll navigate to 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 report name used in the Workflow in your Workflow name.
Establish your Schedule trigger to determine when you want your reports to run.
Your options include daily, weekly, or monthly.
Establish your Export Report View to CSV action.
To do this, you’ll select the report you want exported as a CSV file for upload to Google Drive.
Optional: Here, you can also enter an Export Delimiter and decide if you want to Include Newline Characters.
Establish your Upload File action.
This configuration details for this action include Connection, Destination Drive, and Destination Folder.
Note: You’ll also see a Unique Identifier configuration option. This field is not required.
Select your Connection from the Connection drop-down menu.
Indicate the Destination Drive to which you want to save your files. If you leave this blank, your files will send to your personal drive.
Destination Folder determines the name of your PDF and the Google Drive folder to which your PDF will upload.
Note: You’ll also see a File(s) configuration option. Do not change this - it is a pre-populated field.
Click the Activation slider if you want your Workflow active immediately.
The Workflow Activation status will display as 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 paeg
Here you’ll see if your Workflow succeeds. If your Workflow is successful, you’ll see data from your exported report in your connected Google Drive account.