New Update Version 2.0: Edit Custom Email Template, Timezone Setting

Hi, we are happy to announce that PerformFlow has launched a new update version 2.0! This update is now live on November 15, 2021 and all users will get updated automatically. 

This update enables a most requested features by our users: Custom Email Templates (including email subject and email content); In addition, we also have some adjustments for pricing. See below for more details.

* Please be noted that the this new features is only available if you subscribe for a paid plan (Individual or Team plan) due to server cost.

1. Custom Email Template

This is now much more convenient and easier for users to customize their own notification emails from PerformFlow. With this new feature, you can modify your email subjects and email contents for particular matters, thus saving time and boost your productivity. 

To use this feature, please follow these steps below: 

Step 1: On the configuration menu, in the field “Email Options“, click on “Custom Email Template

Step 2: You will see this Edit Email Template Dialog.

“Use default template” is a default option and you still can send all types of email normally with current default template.

“Use custom template” lets you customize your email template anyway you want. You can edit your subject and email body with you own content and add dynamic field to have a better experience in your flow.

 

Guideline for Dynamic Field

Dynamic field is the information display or button/action that PerformFlow creates automatically in the sending emails in workflow if you insert it. For example, <<Form Response Table>>> is the table including questions and answers of submissions PerformFlow creates automatically.

Dynamic Field will be recognized as in marker: << >> 
Please find details in the table below of what can be customized:

Field Description
<<Request Number>>
Request Number
<<Form Name>>
Title of Form
<<Respondent Email>>
Email address of Form Respondent
<<Form Response Table>>
Table including questions and answers of submissions (Email content only)
<<Approval Actions>>
Showing 3 buttons: Approve/Reject & Comment, One-click Approve, One-click Reject. (Email content only - Apply for Approval Workflow Mode and Combine Mode)
<<Document Button>>
Button to open generated document. Label of button changes depend on each role: Can view, can edit, can comment
<<Approval Status>>
Approval Status Table of Recipients (Email content only - Apply for Approval Workflow Mode and Combine Mode)
<<Edit Response URL>>
Link to modify submission
<<Response Sheet URL>>
Link to Response Sheet (Spreadsheet)
<<Request Date>>
Submission time
<<Overall Status>>
Overall status of request. (Apply for Approval Workflow Mode and Combine Mode)

Each mode can be inserted with particular dynamic fields but not all fields, you can check it here to insert accurately:

Mode Fields That Can Be Applied
Approval Workflow Only
<<Approval Status>>
<<Request Date>>
<<Form Response Table >>
<<Approval Status >>
<<Approval Actions>>
<<Form Name >>
<<Overall Status>>
<<Respondent Email >>
<<Edit Response Url >>
<<Response Sheet Url>>
Generate & Send Document
<<Request Number>>
<<Request Date>>
<<Form Response Table >>
<<Form Name >>
<<Respondent Email >>
<<Edit Response Url >>
<<Document Button>>(applies only for recipient with "Can view document" permission)
Combine All Modes
<<Request Number>>
<<Request Date>>
<<Form Response Table >>
<<Approval Status>>
<<Approval Actions>>
<<Form Name >>
<<Overall Status>>
<<Respondent Email >>
<<Edit Response Url >>
<<Response Sheet Url>>
<<Document Button>>(applies only for recipient with "Can view document" permission

To understand this feature in more details, please check our how-to-use guide here!

Customize your own Dynamic Field from form questions

In addition, in order to set your own Dynamic Field from the questions in form, it’s now easier than ever to perform it with PerformFlow.

Find how to set your own Dynamic Field from form questions!

2. Timezone Setting

It is now much more convenient and easier for users to track your requests and form submissions from PerformFlow by setting your timezone in configuration.

To see the guideline for setting timezone in configuration for each separately mode, please find more at: How to set timezone.

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].

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