Select a mode

Explore 4 modes of PerformFlow and understand how they work.

1. What are the four modes?

As a 2-in-1 add-on, PerformFlow offers you 3 modes to serve your needs:

  • 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.
  • 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).
  • 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 on a mode you need and the add-on will direct you to the respective Configuration menu.
*Note: You can only activate one mode at a time, which means only ONE mode can be used at a time.

When you are using a mode, you can still select another mode by clicking on “Select another mode“:

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

3. What are each mode's features?

3.1. 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 how to generate PDF/document only

3.2. 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 how to generate & send PDF/document only

3.3. Create approval workflow only:

With this mode, you can:

  • Add static & dynamic recipients to your approval workflow.
  • Select a role for each recipient (can make approval decision or simply get notified only).
  • Automatically send notification email to each specified recipient when a request is submitted.
  • Recipients can approve/reject instantly with just one-click on the email.
  • Add form respondent to your approval workflow and have option to ask respondents to edit their request.

*Check out how to create approval workflow 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 (can make 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 & have option to receive generated file and have option to ask respondents to edit their request.

*Check out how to use Combine All Modes.