Collaboration & Workflow

Collaboration & Workflow

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

A workflow is a repeatable automated process. GoFormz Workflow Automation lets you set up form actions that ha... 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

Workflow Tab

The Workflow Tab lets you view and manage your account’s recipe workflows. At this time, workflow management i... Read article

Template Variables

Note: This article is about variables used in template workflows. For variables used in recipe workflows, see ... 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 with Public Share (Be...

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

Deleting and Modifying Existing Form Workflows

You will sometimes want to delete or modify an existing workflow. There may be many reasons for this, such as ... 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
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