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
Understand how to send generated PDF & Google Docs files to your respondents.
In Generate & send document/PDF or Combine all modes, go to the Recipients tab, then Form Respondent section. Click on the Create Form Respondent button:
It will automatically create a new question called Respondent’s Email Address and a new dynamic field under the Form Respondent section.
Next, select Respondent’s Email Address for this dynamic field:
You can also edit this auto-created question to something else (e.g., “Your Email”), but remember to click Refresh so that the add-on will update the question:
After that, select the question again for the respondent’s dynamic field:
Then, select a generation role for the respondent in the drop-down list below the field:
There are five generation roles available:
- Receive PDF: The respondent will receive only the generated PDF.
- Can view document: The respondent will receive only the generated Google Docs file.
- Can edit document: This respondent will receive the generated Google Docs file and be able to edit it.
- Can comment document: This respondent will receive the generated Google Docs file and be able to comment on it.
- None: The respondent will not receive the generated file.
Finally, click Save, and your respondents will receive a generated file when they submit responses to your Google Forms.