Read Web Data Forms forms and submissions, add and update submissions, and change a submission's workflow status, priority, type, assignee and comments.
Explore 7 workflow actions for Web Data Forms, including account permissions and operation limits.
4 read actions3 write actions
WORKFLOW ACTIONS
What you can configure.
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.
Create submission
Write
Add a submission to a form. On a single-submit form, the current submission is overwritten.
Permissions and limits
Account permissions
A Web Data Forms group API key and group ID (Group, Information page)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get group
Read
The group's basic details: name, email, phone, website and address.
Permissions and limits
Account permissions
A Web Data Forms group API key and group ID (Group, Information page)
Get group info
Read
The group's forms (Data Templates), its workflow status, priority and type options, and its admin users, as option lists.
Permissions and limits
Account permissions
A Web Data Forms group API key and group ID (Group, Information page)
Get submission
Read
One submission of a form, with its values, workflow state and assignee.
Permissions and limits
Account permissions
A Web Data Forms group API key and group ID (Group, Information page)
List submissions
Read
A basic list of a form's submissions, optionally with the form schema and the searchable fields schema.
Permissions and limits
Account permissions
A Web Data Forms group API key and group ID (Group, Information page)
Update submission
Write
Change the values of an existing submission.
Permissions and limits
Account permissions
A Web Data Forms group API key and group ID (Group, Information page)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update workflow
Write
Change a submission's workflow status, priority, type or assignee, and add an internal comment.
Permissions and limits
Account permissions
A Web Data Forms group API key and group ID (Group, Information page)
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Web Data Forms. A saved workflow is not a completed provider action.