Workflow & Automation

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

GoFormz Support avatar Sarah Mack avatar
17 articles in this collection
Written by GoFormz Support and Sarah Mack
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

Workflows

With GoFormz Workflows you can automate a variety of tasks, like routing data to other apps, syncing databases, and more.
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Written by GoFormz Support
Updated over a week ago

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 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 over a week ago

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

GoFormz Services: Form Actions

Actions that let you manipulate GoFormz forms without us of any third-party APIs.
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Written by Sarah Mack
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