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 file attachment link on notification email & final email.
For certain approval requests, your respondent (e.g. employees) may need to attach their documents such as PDF, Docs, and Sheets to their Form response. With the latest update, your recipients will now be able to check the attached-file link via notification and final emails.
To enable file attachment link, simply open your Form and create a new File Upload question:
*Note: Due to the current limitation, we highly recommend setting the maximum number of file as “1” only.
After that, configure the add-on as usual if you need to and remember to click Save.
With that, both notification email & final email will now also show the attached-file link as the answer to your File Upload question. For example:
All your recipients will also be able to view the attachment link by default. In addition, please note that your recipients can always access the link & currently there is no other option in this regard.