Add & Use Recipient Group

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

Learn how to create Recipient Group and add them into your workflow, allowing the request to proceed with only one person in the group giving approval.
How to set up Recipient Group

In update, the Configuration menu has a new section called Advanced Options:

In this section, there is a new button called Create recipient group, clicking on this button will open a new box where you can start adding Recipient Groups:

A box where you can start creating Recipient Groups

If you have not created any group yet, the box will automatically ask you to create a new Recipient Group, starting by entering group name (like the image below):

After entering the group name, you can add recipients to this group, simply by entering their email addresses:

Click ‘+New recipient’

Then enter an email address and click ‘Create recipient’ to finish.

After adding email address to the group, those email addresses will appear on RECIPIENTS section. You can also remove a recipient by clicking red trash icon next to the email address.

In case you have multiple Recipient Groups, you can switch between groups by clicking on the group’s name. The selected group will be highlighted in yellow color.

Once you are done, click Save & close to save your Recipient Groups.

How to add Recipient Group into the workflow

Having added Recipient Groups and saved, you can now add those groups into your workflow.

The process is really simple, first, go to the Recipients section on the Configuration menu. Then click Add static email:

On the new static recipient field, enter the {GROUP NAME}. For example, if you have a group named ‘PerformFlow Team’, then simply enter {PerformFlow Team} into the static recipient field.

In addition, the add-on has a function of remembering your group names. If you just type ‘{‘ in the static recipient field, the add-on will automatically show suggestions of the group names. This means that your groups have been successfully added:

Finally, remember to click Save and your Recipient Group is ready!

How does Recipient Group works?

When you add a Recipient Group into the workflow, all recipients within this group will get approval emails at the same time. However, only one person within the group is needed to give approval in order for the request to process.

For example, we created a Recipient Group named PerformFlow Team and it has 2 members: [email protected] and alicebennet122@gmail.comIf either ‘[email protected]‘ or ‘ approved the request, the request will proceed to the next person (or be completed depending on your setup).

The same also applies to whatever amount of recipients within the group. Only one person gives approval and the request will proceed. There is no need for all recipients in this group to give approval.

That’s it! Have fun automating approval workflow & generating PDF file with PerformFlow!

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

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