General Introduction

General Introduction

Select a Mode

Tips to Set Up Your First Workflow

Mode 1: Create Approval Workflow Only

1.1 Add Static & Dynamic Recipients

1.2 Set Multi-level Workflow

1.3 Set Conditions for Recipient

1.4 Add Form Respondent

1.5 Request Response Edit

1.6 Check Tracking Report

1.7 Add & Use Recipient Group

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

Mode 4: Combine All Modes

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

4.5 Customize Email Template

4.6 Dynamic Fields of Custom Email Template

Team Plan:

5.1 Add/Remove Users 

5.2 Share Edit Permission

Additional Features: 

6.1 Set Reminder & Auto Approve/Reject

6.2 Resend All Pending Requests

6.3 Manage Forms in Dashboard

6.4 Unique Request Number

6.5 Approval Link Authentication

6.6 Transfer Forms Data

6.7 Transfer Paid Plan To Other User

6.8 Avoid Automatic Approval/Rejection

6.9 Sign a Request

Quotas & Billing

Refund Policy

Understanding what is PerformFlow and how it works in general.

Table of Content:

  1. What is PerformFlow?
  2. Install PerformFlow
  3. Try Demo
1. What is PerformFlow? 

PerformFlow is a Google Forms add-on developed by JetDyno. It is a 2-in-1 add-on which can either help you automatically generate PDF files & Google documents, or automate your approval workflows.

The PerformFlow addon is easy to use. You start by selecting one of the four modes:

  • Generate PDF/document only: auto-generate PDF & document every time a submission is sent to your form.
  • Generate & send PDF/document only: auto-generate PDF & document every time a submission is sent to your form, and, send the generated file to your specified recipients.
  • Create approval workflow only: when a request is submitted to your form, the add-on will send emails to your specified recipients asking them to make approval decisions (we call these ‘approval email’ ). After your recipients make decision, the request will be either approved or rejected. Then a final-status email will be sent to all recipients (and form respondent if you need). 
  • Combine All Modes: auto-generate PDF & document whenever a submission is sent to your form. Once a submission is sent, your recipient will receive generated document and have the ability to approve/reject right on the same email.

2. Install PerformFlow

2.1. Install via Google Forms

Step 1: Open addons menu from your Google Form.

Step 2: Type ‘performflow’ on the search bar and click ‘Enter’.

Step 3: Click on ‘PerformFlow’ product, then click ‘Install’ or ‘Setting’.

Step 4: Accept the authorizations.

Afterwards, you should be able to see the new ‘PerformFlow’ entry under the addon icon.

2.2. Install via G Suite marketplace

Step 1: Go to G Suite marketplace.

Step 2: Type ‘performflow’ on the search bar and click ‘Enter’.

Step 3: Click on PerformFlow, then click Install.

Step 4: Accept the authorizations.

Afterwards, you can click on Launch to open a new Google Form. You should be able to see the new “PerformFlow” entry under the addon icon. This also applies to all of your created Forms.

3. Try Demo

Please follow the guide below to use this option:

Step 1: Create a new Form on your Google Forms.

Step 2: On your new Form, click the addons icon -> click ‘PerformFlow’.

Step 3: You will see PerformFlow menu on the right side of the screen. Click Try Demo – Approval Workflow or Try Demo – PDF Generation.

Step 4: Select one among 3 questions template to have a look at what a workflow looks like. (Leave/Vacation Request, Expense Approval, Purchase Request).

After answering the questions, click “Submit” button then you will receive an approval notification email on your Gmail. Go to your Gmail and you will get to approve/reject your test submission.

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