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:
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
Overview
Sometimes, a request may be automatically approved or rejected without any action from an approver. This can happen when automated systems mistakenly trigger approval or rejection links.
Why This Happens
Some email security or anti-malware systems automatically scan links inside emails to check for threats.
When this happens, these systems may unintentionally activate “one-click approve” or “one-click reject” links.
As a result, a request can be approved or rejected even though the recipient didn’t take any action.
How to Prevent Automatic Approvals or Rejections
To stop this from happening, turn on the Force Recipients to Sign In option under Advanced Options.
When this feature is enabled:
-
Recipients must sign in to confirm their identity before approving or rejecting a request.
-
This ensures that all actions are performed by real users, not automated systems or bots.
Turn On “Force Recipients to Sign In”
- Open your PerformFlow add-on.
- Go to Configuration.
- Scroll down to Advanced Options.
- Turn on the Force Recipients to Sign In switch.
- Click Save to finish.
Once enabled, recipients will be asked to sign in before performing any approval or rejection actions, ensuring more secure and accurate responses.