Use the "Upload a Scheduled Report to OneDrive" Workflow recipe to automatically deliver your scheduled reports to your connected OneDrive 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 recipe to automatically upload those reports to OneDrive.
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 Schedule Report Upload to OneDrive recipe.
You’ll navigate to the Workflow Editor.
Click the pencil icon next to the default Workflow name.
Enter a Workflow name.
Note: 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.
Click Next.
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 OneDrive.
Optional: Here, you can also enter an Export Delimiter and decide if you want to Include Newline Characters.
Click Next.
Establish your Upload File action.
This will include establishing your Connection and OneDrive Destination Folder.
Select your Connection from the Connection drop-down menu.
Enter your OneDrive Destination Folder using your preferred Workflow variable.
Note: You’ll also find a File(s) option. Do not modify this field as it is automatically generated during the previous step.
Click the Activation slider if you want your Workflow active immediately.
The Workflow Activation status will display as Active or Inactive.
Click Save.