Collaboration & Workflow

Collaboration & Workflow

GoFormz Variables

GoFormz supports variables that represent various properties of a form that are not known until the form is fi... Read article

Collaboration & Workflow FAQ's

Q: Can I include specific data from a form when sharing with others? A: Yes, using Managed Events you can... Read article

Transferring Your Form To Another User

Oftentimes, multiple people must touch a form before it is completed. For instance, a technician may fill out ... Read article

Sharing Form Drafts Outside Your GoFormz Account

GoFormz Public Share lets you share a form Draft with people outside of your account, allowing them to fill ou... Read article

Collaboration In GoFormz

Organizations collaborate every day. Unfortunately, you can’t always gather your team around a whiteboard. Som... Read article

Workflow Automation In GoFormz

GoFormz Workflow Automation lets you set up form actions that happen automatically based on certain triggers. ... Read article

Automating Form Workflows

GoFormz Workflow Automation is a powerful tool that lets you set up form actions that happen automatically bas... Read article

Deleting and Modifying Existing Form Workflows

You will sometimes want to delete or modify an existing workflow automation event. There may be many reasons f... Read article

Automating Form Transfer to Another User

GoFormz Workflow Automation provides a way to transfer a form to another user automatically based on various t... Read article

Setting Up Automatic Email Notifications - Template Level

GoFormz workflow automation provides a way to automatically send an email based on various triggers -- like wh... Read article
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