Select a Mode

General Introduction

Select a Mode

Tips to Set Up Your First Workflow

Mode 1: Create Approval Workflow Only

1.1 Add Static & Dynamic Recipients

1.2 Set Multi-level Workflow

1.3 Set Conditions for Recipient

1.4 Add Form Respondent

1.5 Request Response Edit

1.6 Check Tracking Report

1.7 Add & Use Recipient Group

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

Mode 4: Combine All Modes

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

4.5 Customize Email Template

4.6 Dynamic Fields of Custom Email Template

Team Plan:

5.1 Add/Remove Users 

5.2 Share Edit Permission

Additional Features: 

6.1 Set Reminder & Auto Approve/Reject

6.2 Resend All Pending Requests

6.3 Manage Forms in Dashboard

6.4 Unique Request Number

6.5 Approval Link Authentication

6.6 Transfer Forms Data

6.7 Transfer Paid Plan To Other User

6.8 Avoid Automatic Approval/Rejection

6.9 Sign a Request

Quotas & Billing

Refund Policy

Explore 4 modes of PerformFlow and understand how they work.
Table of Content:
  1. What are the four modes?
  2. How to select a mode?
  3. What are each mode’s features?
1. What are the four modes?

As a 2-in-1 add-on, PerformFlow offers you 4 modes to serve your needs:

  • Create approval workflow only: when a request is submitted to your form, the add-on will send emails to your specified recipients asking them to make approval decision (we call these as “approval email“). After your recipients make decision, the request will be either approved or rejected. Then a final-status email will be sent to all recipients (and form respondent if you need).

  • Generate PDF/document only: will auto-generate PDF & document every time a submission is sent to your form.

  • Generate & send PDF/document only: will auto-generate PDF & document every time a submission is sent to your form, and, send the generated file to your specified recipients.

  • Combine All Modes: will auto-generate PDF & document every time a submission is sent to your form. And when a submission is sent, your recipient will receive generated document and have ability to approve/reject right on the same email.

2. How to select a mode?

When you installed PerformFlow for the first time, go to your Google Form and open the add-on:

The add-on will open Configuration menu where you can first select a mode:

Simply click a mode you want and the add-on will direct you to the respective Configuration menu.
*Note: You can only activate one mode at a time, meaning only one mode can be used at a time.

When you are using a mode, you can switch to another mode by clicking ‘Mode: <The name of the mode you are using>’. The below image is an example. 

After clicking, you will be moved to the mode selection screen where you can select one among the four modes.

3. What are each mode’s features?

3.1. Create approval workflow only:

With this mode, you can:

  • Send automatic approval emails & notified emails to recipients that you set
  • Approve or reject via email with one click
  • Send final email for results and create tracking report of your approval in Google Sheets
Check out here how to create approval workflow only.

 

3.2. Generate PDF/document only:

With this mode, you can:

  • Add your own file template (in Google Docs).
  • Select your Google Drive folder where you want to save generated files.
  • Auto-generate Google document & PDF file every time a submission is sent to your form.

Check out here how to generate PDF/document only.

3.3. Generate & send PDF/document only:

With this mode, you can:

  • Add your own file template (in Google Docs).

  • Select your Google Drive folder where you want to save generated files.

  • Auto-generate Google document & PDF file every time a submission is sent to your form.

  • Add your recipients to the add-on and select which file types they can receive.

  • Automatically send generated files to your specified recipients.

Check out here how to generate & send PDF/document only.

3.4. Combine All Modes:

With this mode, you can:

  • Add your own file template (in Google Docs).

  • Select your Google Drive folder where you want to save generated files.

  • Auto-generate Google document & PDF file every time a submission is sent to your form.

  • Add static & dynamic recipients to your approval workflow.

  • Select a role for each recipient (make an approval decision or simply get notified only).

  • Select file type & what can a recipient do with the generated file.

  • Automatically send notification email to each specified recipient when a request is submitted, including generated file.

  • Recipients can approve/reject instantly with just one click on the email.

  • Add form respondent to your approval workflow and have option to receive generated file and have option to ask respondents to edit their requests.

Check out here how to use Combine All Modes.

 
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