Set Conditions for Recipient

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Get Started

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

4.3. Show or Hide the Sheets Report in the Final Email

4.4. Show File Attachment Links on Emails

4.5. Resend Email to Recipient & Edit Recipient Email

4.6. Customize Email Template

4.7. Default Dynamic Fields

4.8. Set Conditions for Custom Email Template

Team Plan:

5.1. Manage Your Team Plan

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

6.10. Tracking Page URL

6.11. Cancel a Request via Email

6.12. Admin Approval Revert

6.13. Change Decision for Recipients

6.14. Edit Status Label

6.15. Approve via Dashboard for Recipients

6.16. Form Owner Approves on Behalf of Recipients

6.17. Bulk Actions: Approve, Reject, and Cancel

6.18. Set Conditions for Destination Folders

Quotas & Billing

Refund Policy

Learn how to set conditions for each recipient in an approval workflow.

In many cases, you may want to set Conditions for a recipient so that he/she will only receive approval email IF the answers in his/her request match the recipient’s conditions. This feature can be extremely helpful in various scenarios since in reality, not everyone in a workflow has the same role.
 
To set Conditions for a particular recipient, please follow these steps below:
 
Step 1: Open the add-on’s Configuration menu, and in the Recipient List you will see Conditions text under each recipient
 

Step 2: Click on Conditions will open a Condition menu where you can start editing conditions for that particular recipient

Step 3: Select either “If All or One of the following condition met”

  • When you choose “All”, it means ALL the conditions below must be met in order for this recipient to receive approval email.
  • When you choose “One”, it means only ONE among the conditions below must be met in order for the recipient to receive approval email.

Step 4: Click Add condition to create a new condition line.

Step 5: There 3 columns you can use to configure a condition line

  • The 1st column is to select a question from your Form:
  • The 2nd column is to select a function, including 6 “equal to” types and 2 “contains” types
  • The 3rd column is to enter a condition value

Step 6: When you finish adding conditions, simply click Save & close on this Condition menu, then click Save on the Configuration menu.

With that, your recipient will now only receive approval email IF the specified condition(s) is met.

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