Workflow & Automation

Learn everything you need to know about collaborating with workflows and automated form actions here.

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19 articles in this collection
Written by GoFormz Support
Workflows

Email Completed Form Recipe

Utilize a workflow recipe allowing you to automatically Email a Completed Form
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Written by GoFormz Support
Updated over a week ago

Required Fields in Workflow

How required fields work in the Workflow tool.
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Written by GoFormz Support
Updated over a week ago

Workflow Conditional Logic

Workflow conditions allow you to skip certain steps in a workflow or terminate the workflow if conditions are met.
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Written by GoFormz Support
Updated over a week ago

Workflow Failure Notification

Receive notifications for Workflow failures
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Written by GoFormz Support
Updated over a week ago

Workflows Overview

Use GoFormz’s available automations to process your incoming data with Workflows.
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Written by GoFormz Support
Updated this week

Workflow Tab: Managing workflows

Learn to find and edit existing workflows, create new workflows, and view workflow jobs, in the Workflow Tab.
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Written by GoFormz Support
Updated over a week ago

Workflow & Integrations FAQ

Frequently Asked Questions involving Workflow & Integrations
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Written by GoFormz Support
Updated over a week ago

Workflow Versioning

Learn what Workflow Versioning is and how versions of your workflow are saved
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Written by GoFormz Support
Updated over a week ago

Workflow Recipes: Creating/editing workflows

Learn to create and modify workflow recipes (a series of workflow steps) to automate form actions here.
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Written by GoFormz Support
Updated this week

Workflow Jobs: Troubleshooting workflows

Learn to view and troubleshoot workflow jobs, and view which workflow jobs triggered when.
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Written by GoFormz Support
Updated over a week ago

Workflow Variables

Learn to set up a workflow using form, field, and metadata variables.
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Written by GoFormz Support
Updated over a week ago

Automatically Deactivated Workflows

Learn details around when Workflows are automatically deactivated.
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Written by GoFormz Support
Updated over a week ago