Tips to Set Up Your First Workflow
Mode 1: Create Approval Workflow Only
1.1 Add Static & Dynamic Recipients
1.3 Set Conditions for Recipient
Mode 2 & 3: Generate & Send PDF/document only
2.1 How to generate PDF/document
2.2 Common file template errors
2.3 Send PDF/documents to recipients
2.4 Send PDF/documents to respondents
3.1 Combine Modes – Setup File Template
3.2 Combine Modes – Add recipients
Email Settings & Features:
4.1 Options for Sending Final Email
4.2 Enable/Disable Sheets Report on Final Email
4.3 Show File Attachment Link On Emails
4.4 Resend Email to Recipient & Edit Recipient Email
4.6 Dynamic Fields of Custom Email Template
4.7 Set Conditions for Custom Email Template
Team Plan:
Additional Features:Â
6.1 Set Reminder & Auto Approve/Reject
6.2 Resend All Pending Requests
6.5 Approval Link Authentication
6.7 Transfer Paid Plan To Other User
6.8 Avoid Automatic Approval/Rejection
6.11. Cancel a Request via Email
6.13. Change Decision for Recipients
6.15. Approve via Dashboard for Recipients
6.16. Set Conditions for Destination Folders
6.17. Form Owner Approves on Behalf of Recipients
Hi there, we are excited to announce that PerformFlow has launched a new update.
This update enables one of the most requested features by our users:Â Setting a reminder and an auto-action deadline for recipients’ email.
About Set Reminder
According to our users’ feedback, many people have been asking if they can set a reminder and/or a deadline for the approval email. With the goal to optimize users’ workflow, this new feature Set reminder allows recipients to set a time for a reminder or/and a deadline for the approval email not to miss any requestor emails and save their working time.
This feature is only available for two modes: Approval workflow and Combine All Modes.
How to set reminder
To use this feature, please follow these steps below:
Step 1: On the configuration menu, scroll down to Advanced Options, and click ‘Set reminder’.
Step 2: You will see this Set reminder box to edit.
Step 3: Click the ‘Enable’ to turn it on.
Send Reminder Email will send a reminder about the approval email to recipients after a selected time.
Set Auto Action Deadline is an option that enables you to set a deadline for the action of the recipient’s email. If after the chosen time the requested email has not been approved or rejected yet, PerformFlow will automatically make a decision (approve/reject) based on what the form owner has set.
Step 4:Â Adjust the time and the unit at the following boxes of each feature. We have three options in terms of the time unit: minutes, hours, and days.
At ‘Set Auto Action:‘, the form owner can choose either ‘Auto Approve’ or ‘Auto Reject’.
Step 5: After you have set the time and the auto action after the deadline, remember to click Save to finish your adjustment.
This is a demo reminder email that you may get after a set time:
An auto-action email may come after that due to the expiration. For example, as you can see, here is an auto-approval email:
That’s it! Go to our add-on and try to set a time for a reminder email and a deadline for an approval email with PerformFlow!