Partners & 3rd Party Integrations

G Suite Integrations

Last Updated: Apr 20, 2018 08:46AM PDT

 

Note: The G Suite integration is currently in Beta. Please contact proservices@goformz.com to activate this functionality in your account.

Google's G Suite consists of many different apps like Gmail, Drive and Docs. Many organizations use G Suite as the enterprise storage and collaboration solution for all their documents — including forms. The GoFormz - G Suite integrations let you seamlessly insert form data from GoFormz into G Suite.

To activate the G Suite integrations in your GoFormz account, you must create a connection to your G Suite account, so that GoFormz knows which G Suite account it should use. See below to learn how to create a new G Suite connection.

App Integrations

At this time, Google Drive is the only G Suite app with which GoFormz is integrated. The GoFormz - Google Drive integration automates the process of uploading your completed form PDFs to the appropriate folder in your Google Drive account.

This integration includes versioning. This means that if a form is completed multiple times in GoFormz, Google Drive will store each successive form PDF as a new version of the same form, overriding the previous version — rather than storing multiple PDFs for the same form.

See below to learn how to create a Google Drive workflow that will auto-upload your forms to Google Drive upon form completion. (Note that you must have an existing G Suite connection in order to create a workflow.)

Creating a new G Suite connection

Before you begin, make sure that you have an existing Google account and you know the credentials for the account. To create a G Suite app connection, do the following:

  1. Select Connected Apps from the More dropdown at the top of the GoFormz interface to navigate to the App Connections screen.
  2. Click Add Connection next to the G Suite application block to bring up the Choose an account window.
     
  3. Choose the Google account you want to connect, or click Use another account to log into a Google account that isn’t listed.
     
  4. Follow the steps to log into your Google account. (This step is omitted if you are already logged into your chosen Google account.)
  5. Click Allow on the screen displayed below to complete the integration. This will allow GoFormz to save PDF files to your Google Drive account. GoFormz will not manage any of your G Suite settings.

The new G Suite connection will appear on your connections list with a generic name like “G Suite Connection 1”. We recommend renaming your connection with a more descriptive name (e.g. including your Google username in the connection name), especially if you plan to use multiple G Suite connections. This will make it much easier to tell your connections apart from each other.

Creating a Google Drive workflow

GoFormz Workflow Automation provides a way to automatically upload PDF versions of your completed forms to your Google Drive account. To set this up, follow the steps below.  See here for more on automated workflows in general.
  1. Navigate to the Workflow Tab.
  2. Click the Add New button in the top right corner.
     
  3. In the Add Workflow dialog box that appears, select the Google Drive File Upload recipe from the dropdown and click Next. An empty workflow will appear on your screen with the following steps: Form Completed trigger, Export Form to PDF, and Upload File.
     
  4. Change the name of your new workflow. To do this, click the  icon to the right of the default name and type in the new one. While this is not necessary, we strongly recommend making your workflow name more specific than the default “Google Drive File Upload” — for instance, you may want to include the name of the form template to which this workflow applies. In the example below, we named our workflow “Google Drive Work Order Upload”.
     
  5. Set up the Form Completed trigger. To do this, simply select the desired form template from the Template dropdown. This means that the workflow will trigger whenever a form created from the chosen template is completed. Click Next when you are done.
     
  6. Set up the Export Form to PDF action. To do this, specify which form pages should be included in the PDF. Leave this field blank if you want to export all form pages. Otherwise, use dashes to specify page ranges and commas to separate page ranges and numbers. For instance, “1,3-5,8” means that pages 1, 3, 4, 5, and 8 would be exported. Click Next when you are done.
     
  7. Set up the Upload File action, which will upload your PDF to Google Drive. The following fields must be specified for this step:
    • Connection: From the dropdown, select the G Suite app connection that should be used for this upload. See above for more on creating a new G Suite app connection.
    • sourcePdfUrl: Do not change this field! This field determines which PDF is uploaded to Google Drive. It is automatically set to be the PDF that is output by the Export Form to PDF step.
    • googleDriveDestinationFilePath: This determines the Google Drive folder where the PDF will be placed, as well as the name of the PDF. If the Google Drive folder you specify does not already exist, it will automatically be created for you. Workflow variables can be used in filling out this step. In the example below, the text “GoFormz/#{trigger.[formName]}.pdf” contains the variable “#{trigger.[formName]}”, which refers to the name of the form that was completed. So, the completed form will be saved to the “GoFormz” folder in your Google Drive account, and will be given the name “[formName].pdf”. See here for more on workflow variables and how to use them.
    • uniqueIdentifier: Do not change this field! This field is used for versioning uploaded forms. It adds a custom property called “uniqueIdentifier” to the PDF store in your Google Drive. This way, if there are two PDFs with the same name in your Google Drive folder, GoFormz will know which one should be versioned. The form’s 32-digit hexadecimal ID is used as this unique identifier.
     
  8. Important: To actually have this workflow run, it must be marked Active. You can activate it by clicking the Inactive slider in the top right to change it to Active.
  9. Finally, click Save in the top right to complete your Google Drive workflow creation.
     

 
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