Tips to Set Up Your First Workflow
Mode 1: Create Approval Workflow Only
1.1. Add Static & Dynamic Recipients
1.3. Set Conditions for the Recipient
1.7. Add & Use Recipient Group
Mode 2 & 3: Generate & Send PDF/document only
2.1. How to generate a 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. Change Final Email Settings to Save Quota
4.3. Show or Hide the Sheets Report in the Final Email
4.4. Show File Attachment With Recipients
4.6. Customize Email Templates
4.8. Set Conditions for Custom Email Template
4.9. Add CC and BCC Email Addresses
Team Plan:
5.2. Share Edit Permission With Team Member
Additional Features:
6.1. Set Reminders for Approval Emails
6.2. Resend All Pending Requests
6.3. Dashboard or Form Management Page
6.5. Approval Link Authentication
6.6. Transfer All Forms to Another User
6.7. Transfer Paid Plan to Another User
6.8. Avoid Automatic Approval/Rejection
6.9. Signature on Generated PDF/Google Docs in Combined Mode
6.10. Approval Status Tracking Link for Respondent
6.11. Cancel a Request via Email
6.13. Change Approval Decision for Recipients
6.15. Approve via Dashboard for Recipients
6.16. Form Owner Approves on Behalf of Recipients
6.17. Bulk Actions: Approve, Reject, and Cancel
When you setup & add file template to the add-on, you may encounter these two common errors.
Table of Content:
- Error 1: Missing Field in Form.
- Error 2: Missing Field in File Template.
Error 1: Missing Field on Form
This error means that there is Matching Question Field(s) presented in your Google Docs template, yet there is no respective question(s) found in your Google Form:
Google Docs template
Google Forms questions
If you get this error, you can still generate document/PDF. However, your generated document/PDF will not include the missing field(s).
To solve this error, simply add the missing question to your Google Forms (e.g. Reason to Leave).
Error 2: Missing Field on File Template
This error means that there is question(s) found in your Google Forms, yet the respective Matching Question Field(s) cannot be found in your Google Docs template:
Google Docs template
Google Forms questions
If you get this error, you can still generate document/PDF. However, your generated document/PDF will not include the missing Matching Question Field(s).
To solve this error, simply add the missing question to your Google Docs (e.g. <<Reason to Leave>>).