Collaboration & Workflow

Auto Tagging Forms

Last Updated: Jul 08, 2016 10:15AM PDT

GoFormz workflow automation provides a way to associate tags with your forms automatically, rather than tagging each form individually. See here for more on tags.

Example Use Case

You may want to tag all your work order forms with the name of the customer that requested the work order. That way, you can easily filter your forms by customer in the future. You can ask all your technicians to tag the forms manually when they complete them, but this is a potentially messy and error-prone process (what if they forget? what if they misspell the customer name?). Instead, it is much easier to set up an automated workflow that tags each form appropriately.

Process

To set up auto-tagging for a form template, do the following. See here for more on automated workflows in general.

  1. Navigate to the Templates Tab and click the form template that you want to auto-tag. The Template Editor will launch.
  2. Click the Manage Events link at the top of the editor to open the Manage Template Events window.
 

 
  1. Click the Add Trigger button to create a new event, or select an existing event to edit it.
 

  1. In the When this happens section, configure the event trigger by selecting a User and a Trigger. In this example, the event will trigger when any user completes the form. See here for more on configuring triggers.


  1. Select Tag from the dropdown under Do the following.
  2. In the Tag field, enter either a single tag, or a comma-separated list of tags. Tags can be static (e.g. “My tag”) or dynamic (e.g. the customer name from the form). Dynamic tags are specified using GoFormz Variables. In this example, two tags are specified:
    • “Work Order” is a static tag; and
    • “[Customer Name]” is a dynamic tag that takes the value found in the form’s [Customer Name] field.

  1. Click the Save Changes button at the bottom to complete the tag automation process.

 
 

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