Tips to Set Up Your First Workflow
Mode 1: Create Approval Workflow Only
1.1 Add Static & Dynamic Recipients
1.3 Set Conditions for Recipient
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
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
4.6 Dynamic Fields of Custom Email Template
Team Plan:
Additional Features:
6.1 Set Reminder & Auto Approve/Reject
6.2 Resend All Pending Requests
6.5 Approval Link Authentication
6.7 Transfer Paid Plan To Other User
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: