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
Learn how to show or not show the Sheets report on final email.
In Create Approval Workflow or Combine All Modes, you can now decide whether to show the Google Sheets report on the final mail or not.
To do this, open the Configuration menu, under the Advanced Options, toggle the Show Sheets report on final email to enable or disable it:
By default, this option is switched OFF, meaning that your recipients will not be able to see your Spreadsheet report on the final email.
However, if you want to share the report with other recipients, simply switch ON this option. Then your Spreadsheet report link will appear in the final email again.
*Note: Even if you enable ‘Show Sheets report on final email’ option, your recipients still need to ask you for permission if they want to access the link.