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
After setting up the add-on through your Google Form, you can now visually create and update your workflow directly in the PerformFlow dashboard.
Open The Visual Workflow
Go to the PerformFlow dashboard and select Build Visual Workflow from the left menu. After selecting your form, you will see a visual flow starting from Form submitted to Workflow complete.
Understand The Workflow Diagram
Each step in your workflow appears as a connected block. This layout helps you quickly understand how requests move from one person to another.
A typical workflow includes:
- Form submitted (starting point)
- Recipient steps (approvers or reviewers)
- Workflow complete (ending point)
Add A Step
From the left panel, choose how you want to add a new step:
- Add static email to assign a fixed approver
- Add dynamic recipient to use an email from form responses
New steps are automatically added to your diagram and connected in sequence.
Edit A Step
Click on any step in the diagram to update its settings. You can change the recipient, adjust permissions, or add conditions to control when the step runs.
Arrange The Workflow
Drag and connect steps to change the order or structure. This allows you to create multi-step approvals or customize the flow based on your needs.
Save Your Changes
Click Save Draft to keep your progress, or Save & Publish to apply changes to your live workflow.
Why Use The Workflow Diagram
The diagram gives you a clear and visual way to manage your workflow without going back to the Google Form. It makes it easier to review, update, and control your approval process in one place.