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
Admin Approval Revert allows you to resend approval and final emails as needed, or revert a recipient’s approval status at any step in the workflow and edit the email address instead of using one as the default.
Let’s take a look at how to use Admin Approval Revert feature:
Step 1: Access your Login page and click on “Manage Forms” from which you can check the latest submission and all available responses including their current status.
Step 2: In your chosen form, select any of the responses and click “Detail” to review the entire step.
Step 3: Click “Actions” and choose “Revert” from the drop. In this step, you can also “Edit” the email address as the final destination for the approval email.
Step 4: When you see the box below, click “OK” and the Overall Status will turn back to “In progress”.
Or: In another form, when you have more than one recipient in the same step, you can either choose to only resend approval email for one recipient or revert the entire approval workflow for all recipients in the corresponding step.
Step 5: The step is now reverted and the approval email will respectively resend to each recipient in the step.
Step 6: When the first recipient completes, the approval email will be sent to the next one and continues till the end of the step.
Step 7: The Overall Status will be updated after reverting and you can easily check it out in your chosen form!
