Data & Docs · CONNECTIONRead Formdesk forms, results and visitors, and add, update, delete, increment or mark form results processed.
Explore 15 workflow actions for Formdesk, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add up to 10 entries to a form, keyed by item identifier. A failed entry among several comes back in errors.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove an entry. Formdesk keeps it for 30 days; its uploaded files are lost.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read an entry with its values and system fields. Deleted entries stay readable for 30 days.
List an entry's workflow messages and their signing and payment state.
Read a visitor account.
Add to a numeric item of an entry, locked so each value is unique.
A repeated request may repeat the external action. Review the previous result before retrying a write.
List the names of a form's saved filters.
List a form's input items with their identifiers, types and options.
List a form's entry IDs with their status and sync status. Without a status Formdesk returns DONE entries only, and processed entries are left out unless a sync status asks for them.
List the forms in the folder.
List the files uploaded with an entry.
List a visitor's entry IDs on each login form.
List the visitor accounts that log in to forms.
Set an entry's sync status to processed (P), after it has been synchronized.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change an entry's values, keyed by item identifier.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Formdesk. A saved workflow is not a completed provider action.
