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
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 will not be able to generate document/PDF when a respondent submits.
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>>).