With the “Upload submitted Public Form to OneDrive” Workflow recipe, you can automatically send your Public Form submissions to your integrated OneDrive account.
Send Public Forms directly to your connected OneDrive account as soon as they're submitted with the "Upload submitted Public Form to OneDrive" Workflow. This assures prompt access to submitted Public Forms via OneDrive 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 Submitted Public Form to OneDrive 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, configure your Owned By and Template details.
Configure your Export Form to PDF details.
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 OneDrive Destination Folder.
Note: You will also see a File(s) option. Do not modify this field as it is automatically generated during the previous step.
Select the Connection from the drop-down menu to indicate the OneDrive connection you want used for your uploads.
The OneDrive Destination Folder determines the name of your PDF, and the OneDrive 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 OneDrive account.