Tips to Set Up Your First Workflow
Mode 1: Create Approval Workflow Only
1.1. Add Static & Dynamic Recipients
1.3. Set Conditions for the Recipient
1.7. Add & Use Recipient Group
Mode 2 & 3: Generate & Send PDF/document only
2.1. How to generate a 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. Change Final Email Settings to Save Quota
4.3. Show or Hide the Sheets Report in the Final Email
4.4. Show File Attachment With Recipients
4.6. Customize Email Templates
4.8. Set Conditions for Custom Email Template
4.9. Add CC and BCC Email Addresses
Team Plan:
5.2. Share Edit Permission With Team Member
Additional Features:Â
6.1. Set Reminders for Approval Emails
6.2. Resend All Pending Requests
6.3. Dashboard or Form Management Page
6.5. Approval Link Authentication
6.6. Transfer All Forms to Another User
6.7. Transfer Paid Plan to Another User
6.8. Avoid Automatic Approval/Rejection
6.9. Signature on Generated PDF/Google Docs in Combined Mode
6.10. Approval Status Tracking Link for Respondent
6.11. Cancel a Request via Email
6.13. Change Approval Decision for Recipients
6.15. Approve via Dashboard for Recipients
6.16. Form Owner Approves on Behalf of Recipients
6.17. Bulk Actions: Approve, Reject, and Cancel
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!