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 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).