Request Response Edit

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 allow your recipients to request the respondents to edit their responses.

If you have not yet created the Form Respondent field, read this guide to learn how.

Next, switch on Enable “Edit after submit” above the form respondent field:

Afterward, when a respondent submits a request, the recipient can ask for a response edit by clicking on Approve/Reject & Comment button on the approval email:

Clicking on the button will open the PerformFlow website. Here you can comment and click on Request Information to ask the respondent to edit their response.

The respondent will receive a new email requesting them to edit their response. And after editing the answer, they can re-submit the request once again.

*Note: By asking a respondent to edit their response, the respondent will have to revise their response and re-submit the request. As a result, this respondent’s request will be reset (meaning the add-on will send the approval emails to the recipients again).

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