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
Learn how to add a Form Respondent field to your Google Forms.
Select a mode in the add-on, go to the Form Respondent section under the Recipients & Respondent list, and click the Create Form Respondent button:
After that, the add-on will automatically create a new question called Respondent’s Email Address on your form. Also, you will see a new field created in the Form Respondent section.
Select the newly created question (Respondent’s Email Address) in this field:
If you do not see the created question on this field, click Refresh so that the add-on will update the question list:
You can also edit this created question and change its position, but make sure that it is still set as *Required and its Response validation as “Text” & “Email address”:
After editing the question, click Refresh so that the add-on will update the question list.
*Note: The respondent will only be able to receive the final status email when the approval workflow ends.
*Tip: You can also let your form respondents approve themselves by adding the question that asks for their emails to both the Form Respondent section and Recipient List. Check out the below video for more details: