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
4.7 Set Conditions for 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
6.8 Avoid Automatic Approval/Rejection
6.11. Cancel a Request via Email
6.13. Change Decision for Recipients
6.15. Approve via Dashboard for Recipients
6.16. Form Owner Approves on Behalf of Recipients
Overview
Sometimes, a request may be automatically approved or rejected without any action from an approver. This can happen when automated systems mistakenly trigger approval or rejection links.
Why This Happens
Some email security or anti-malware systems automatically scan links inside emails to check for threats.
When this happens, these systems may unintentionally activate “one-click approve” or “one-click reject” links.
As a result, a request can be approved or rejected even though the recipient didn’t take any action.
How to Prevent Automatic Approvals or Rejections
To stop this from happening, turn on the For Recipients to Sign In option under Advanced Options.
When this feature is enabled:
Recipients must sign in to confirm their identity before approving or rejecting a request.
This ensures that all actions are performed by real users, not automated systems or bots.
Turn On “For Recipients to Sign In”
- Open your PerformFlow add-on.
- Go to Configuration.
- Scroll down to Advanced Options.
- Turn on the For Recipients to Sign In switch.
- Click Save to finish.
Once enabled, recipients will be asked to sign in before performing any approval or rejection actions, ensuring more secure and accurate responses.