Workflow & Automation

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

19 articles in this collection
Written by GoFormz Support

Automation In GoFormz

Learn to automate form tasks and configure workflows to streamline data collection, form routing, record-keeping, and more.

Written by GoFormz Support
Updated over a week ago

Automation FAQ

Explore our FAQs for answers to the most common automation questions from GoFormz users.

Written by GoFormz Support
Updated over a week ago

Template Events

Template Events

With Template Events, GoFormz admins can configure simple automations tied to a specific form template.

Written by GoFormz Support
Updated over a week ago

Setting Up Automatic Email Notifications - Template Level

Written by GoFormz Support
Updated over a week ago

Automating Form Transfer to Another User

GoFormz Template Events provide an easy way to transfer a form to another user automatically based on triggers like form completion.

Written by GoFormz Support
Updated over a week ago

Auto Tagging Forms

GoFormz Template Events provides a way to associate tags with your forms automatically, rather than tagging each form individually.

Written by GoFormz Support
Updated over a week ago

Template Variables

Learn to use Template Variables in Template Events and account-level email notifications.

Written by GoFormz Support
Updated over a week ago

Workflows

Email Completed Form Recipe

Utilize a workflow recipe allowing you to automatically Email a Completed Form

Written by GoFormz Support
Updated over a week ago

Required Fields in Workflow

How required fields work in the Workflow tool.

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.

Written by GoFormz Support
Updated over a week ago

Workflow Failure Notification

Receive notifications for Workflow failures

Written by GoFormz Support
Updated over a week ago

Workflows Overview

Use GoFormz’s available automations to process your incoming data with Workflows.

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.

Written by GoFormz Support
Updated over a week ago

Workflow & Integrations FAQ

Frequently Asked Questions involving Workflow & Integrations

Written by GoFormz Support
Updated over a week ago

Workflow Versioning

Learn what Workflow Versioning is and how versions of your workflow are saved

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.

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.

Written by GoFormz Support
Updated over a week ago

Workflow Variables

Learn to set up a workflow using form, field, and metadata variables.

Written by GoFormz Support
Updated over a week ago

Automatically Deactivated Workflows

Learn details around when Workflows are automatically deactivated.

Written by GoFormz Support
Updated over a week ago