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
Learn how to allow your recipients to request the respondents to edit their responses.
If you have not yet created the Form Respondent field, read this guide to learn how.
Next, switch on Enable “Edit after submit” above the form respondent field:
Afterward, when a respondent submits a request, the recipient can ask for a response edit by clicking on Approve/Reject & Comment button on the approval email:
Clicking on the button will open the PerformFlow website. Here you can comment and click on Request Information to ask the respondent to edit their response.
The respondent will receive a new email requesting them to edit their response. And after editing the answer, they can re-submit the request once again.
*Note: By asking a respondent to edit their response, the respondent will have to revise their response and re-submit the request. As a result, this respondent’s request will be reset (meaning the add-on will send the approval emails to the recipients again).