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How to set Form Title

Learn how to set a Title Name for your form.

Previously, users can access Recipient Dashboard to manage all their forms. These forms are displayed under their Form Name. However, since Google has changed their policy related to Google Drive Service, that’s why PerformFlow will now display your forms under their Form Title, not their Form Name in our new update with Manage Forms feature.

HOW TO SET FORM TITLE

Step 1: Go to your form. It is the “Form Title” field as shown in the image below.

Step 2: Click on the Form Title Field and set your Title Name.

Step 3: Send a Test Request or another request to trigger the system and get it updated the new Form Title.

*Please be noted that: If you don’t set your Form Title and just let it be the default name, your form will not be saved in our system and you cannot find your forms in Manage Forms Dashboard. You can delete the current Form Title and re-write it, which helps our system update the new Form Title.

That’s it! Automating approval workflow & generating PDF files at ease with PerformFlow!

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