Check Out PerformFlow Latest Update!
Hi, we are happy to announce that PerformFlow has launched a big update ver 1.0.43. This update is now live on November 1 and all users will get automatic update.
Three new PDF/document generation modes:
The new update features two new modes which allow you to generate & send PDF/document. You can access these modes by going to the add-on’s “Configuration” menu, then click on “Select another mode” (if you have been using PerformFlow for approval workflow):
"Generate document/PDF only" mode:
This mode aims to generate PDF file & Google document in your Google Drive every time a respondent sends a submission to your form.
"Generate & send document/PDF only" mode:
This mode aims to generate PDF file & Google document in your Google Drive every time a respondent sends a submission to your form. In addition, it will automatically send generated files to your specified recipients and respondent (optional).
To learn more about how to generate & send PDF/document, please check out our User Guide.
"Combine all modes" mode
This is a powerful 2-in-1 mode which allows you to generate & send PDF/document, AND, automate approval workflow at the same time.
Aside from these three modes, you can still use the add-on for approval workflow mode by selecting “Create approval workflow only” mode:
Create approval workflow only mode still works the same like previous versions, with some small changes to make it easier to use.
E.g. Below every recipient field is a drop-down box where you can select two options for recipient: “Can approve” or “Get notified only“.
*Important Note: You can always change the add-on’s mode by clicking on “Select another Mode“. However, you can only activate one mode at a time, which means only ONE mode can be used at a time.
New option to change Sender Name
When you use either of the three modes (namely “Generate & send PDF/document only“, “Create Approval Workflow only“, & “Combine all modes“), you can now also change your Sender Name via Recipients section:
Important Notice for old users:
After updating the add-on to this new version, Google will ask you to accept new permissions:
Both new and old users will have to accept the new permissions in order to continue using PerformFlow. These permissions are extended so that we can help you auto-generate PDF & Google Document in your Google Drive.
You only need to accept permissions ONCE & enjoy the add-on as usual.
If you do not accept permissions soon, the add-on & your workflow will stop working as a whole until the permissions are accepted.
Again, rest assured that our data policy & security still remains the same and Google has also taken thorough review.
You may also receive email from Google notifying about this change:
Unfortunately, “Click here” link will not automatically re-authorize. Therefore you will have to manually go to your Google Form and open PerformFlow to finally see the authorization page.