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:
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
To begin customizing your email templates with specific conditions, follow the instructions detailed below.
Step 1: Navigate to Custom Email Template.
Step 2: Editing Your Templates.
Step 3: Proceeding to set conditions.
After editing, click the Set Condition(s) For This Template button to advance to the Conditions setup page.
Step 4: Setting Up Conditions
Click on Add condition and you’ll define what triggers the use of this particular email template.
a. Select a Question: Begin by choosing the question that will determine whether the condition is met.
b. Choose an Operator: Select the operator (e.g., equals, greater than, less than) that will be used to evaluate the condition.
c. Enter a Value: Specify the value that will trigger the condition.
Note: The default templates will be used if no conditions are matched.
Step 5: Click Save condition(s), then Save & Close, and type the profile name. Click Submit to finish.
The template profile can be managed under the Email Options.
