How does each Dynamic Field mean?

We would love to offer you the detailed explanation on the meaning of each Dynamic Field and how it works with particular template.

Let’s go in details.

I. Default Dynamic Field

1. <<Request Number>>

This field represents for Request Number. 

Modes which can be applied this dynamic field:

  • Approval Workflow Only
  • Generate & Send Document
  • Combine All Modes

a, How it appears in Email Template Dialog:

b, How it appears in notification email:

2. <<Form Name>>

This field represents for the title of form. 

Modes which can be applied this dynamic field:

  • Approval Workflow Only
  • Generate & Send Document
  • Combine All Modes

a, How it appears in Email Template Dialog:

b, How it appears in notification email:

3. <<Respondent Email>>

This field represents for the email address of the form respondent. 

Modes which can be applied this dynamic field:

  • Approval Workflow Only
  • Generate & Send Document
  • Combine All Modes

a, How it appears in Email Template Dialog:

b, How it appears in notification email:

4. <<Form Response Table>>

This field represents for the table including questions and answers of submissions (Email content only)

Modes which can be applied this dynamic field:

  • Approval Workflow Only
  • Generate & Send Document
  • Combine All Modes

a, How it appears in Email Template Dialog:

b, How it appears in notification email:

5. <<Approval Actions>>

This field shows 3 buttons: Approve/Reject & Comment, One-click Approve, One-click Reject. (Email content only) 

Modes which can be applied this dynamic field:

  • Approval Workflow Only
  • Combine All Modes

a, How it appears in Email Template Dialog:

b, How it appears in notification email:

6. <<Document Button>>

This field shows button to open generated document. Label of button changes depend on each role: Can view, can edit, can comment. 

Modes which can be applied this dynamic field:

  • Generate & Send Document (applies only for recipient with “Can view document” permission)
  • Combine All Modes (applies only for recipient with “Can view document” permission)

a, How it appears in Email Template Dialog:

b, How it appears in notification email:

7. <<Approval Status>>

This field shows Approval Status Table of Recipients (Email content only)

Modes which can be applied this dynamic field:

  • Approval Workflow Only
  • Combine All Modes

a, How it appears in Email Template Dialog:

b, How it appears in notification email:

8. <<Edit Response URL>>

This field includes the link to modify submission (sumitted request).

Modes which can be applied this dynamic field:

  • Approval Workflow Only
  • Generate & Send Document
  • Combine All Modes

a, How it appears in Email Template Dialog:

b, How it appears in notification email:

If you want to shorten the URL by using hyperlink (insert link into text), you can refer the example below:

In Email Template Dialog, choose a text to insert the Edit Response URL to. Then click the Hyperlink button.

Enter <<Edit Response URL>> to the box, then click “Save“.

The Edit Response URL has been inserted into the chosen text.

9. <<Response Sheet URL>>

This field includes the link to Response Sheet (Spreadsheet)

Modes which can be applied this dynamic field:

  • Approval Workflow Only
  • Combine All Modes

a, How it appears in Email Template Dialog:

b, How it appears in notification email:

10. <<Request Date>>

This field represents for the submission time of request.

Modes which can be applied this dynamic field:

  • Approval Workflow Only
  • Generate & Send Document
  • Combine All Modes

a, How it appears in Email Template Dialog:

b, How it appears in notification email:

11. <<Overall Status>>

This field shows the overall status of request.

Modes which can be applied this dynamic field:

  • Approval Workflow Only
  • Combine All Modes

a, How it appears in Email Template Dialog:

b, How it appears in notification email:

II. Customize your own Dynamic Field from form questions

In addition, in order to set your own Dynamic Field from the questions in form, it’s now easier than ever to perform it with PerformFlow.

Modes which can be applied this dynamic field: (using custom email template) 

  • Approval Workflow Only
  • Generate & Send Document
  • Combine All Modes

Let’s say if you want to make the field “Staff Name” to be a Dynamic Field.

Step 1: Open your Email Template Dialog, choose a custom template and include <<Staff Name>> into the template. 

You can use both default Dynamic Field from system and your custom Dynamic Field from form questions.

Step 2: Let’s see how it appears in email notification sent out to approver.

That’s it! Automating approval workflow & generating PDF files at ease with PerformFlow!

For any questions or concerns, please send us email to [email protected].

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