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
About the Custom request number format
The Custom Request Number Format feature allows users to personalize the format of request numbers by adding prefixes or suffixes. This customization improves the identification and organization of requests.Â
The customized request number will be displayed in the following locations:
Email
Generated Document / PDF
Response Sheet / Detailed Approval Report Sheet
Dashboard
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How to use the Custom Request Number Format feature
To use this feature, please follow the steps below:
Step 1: Navigate to Custom Request Number Format.
Open the add-on’s Configuration menu, in the Advanced Options, you’ll find the Custom Request No. Format.
Step 2: Edit the Custom Request Number Format.
In the Custom Request No. Format field, you can customize the following:
- Prefix: Enter any text or numbers you want to appear before the request number.
- # (Request Number): This part will dynamically change based on the order of the submitted forms..
- Suffix: Enter any text or numbers you want to appear after the request number.
A Result line will display how the request number will appear after applying your prefixes and suffixes.
After making the necessary changes, click Save to apply the new request number format across all relevant locations and you’re done!