Automatically update a row or add a new row to your OneDrive worksheet based on your completed Form with the "Upsert to OneDrive Using a Completed Form" recipe. You’ll find the process of updating or adding rows based on their condition referred to as upserting.
This Workflow enables you to automatically pull data from transmitted Forms into your connected OneDrive worksheet.
During this process, you'll need to reference your Table Name. Your Table Name is different than your Sheet name. If you don't have a table within your selected OneDrive Workbook, you'll need to create a table.
After you've created a table, open the Table Design drop-down menu. You'll find a text box with your table name on the left-hand side of the menu.
This is the Table Name you'll reference when setting up this Workflow.
Set up this Workflow recipe in the GoFormz web app’s Workflows tab. Here you’ll click Create to navigate to the Workflow Recipes Library where you’ll complete the following steps:
Select the Upsert to OneDrive Using a Completed Form 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 Template name used in the Workflow in your Workflow name.
Establish your Form Completed trigger by configuring your Completed By & Template options.
Select the appropriate user-based trigger using the Completed by drop-down menu. Options include Anyone, Specific User, or Group.
Select the appropriate Template from the Template drop-down menu.
Establish your Upsert Row in Excel table action. This action requires that you configure your Connection, Workbook, Table Name, and Column Mapping.
Connection is a drop-down menu listing your available OneDrive connections. Your OneDrive connections determine the options available to you here.
Workbook specifies the path to the OneDrive Workbook you want your action to reference.
Table Name is the name of the Table within the OneDrive Workbook you want your action to reference.
Map your Column Name from OneDrive to the Value with Column Mapping.
Your Value can be a specific number, or a specific Field from your Template using Workflow Variables. Identify whether your data will be added as a new row or used to update an existing row based on a specified Key Column.
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, check the Workflow Jobs page in the GoFormz web app.
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 worksheet.