Show or Hide the Sheets Report in the Final Email

Posted by on | Featured

How to Access PerformFlow

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 the 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 a 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. 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

4.5. Resend Approval Emails

4.6. Customize Email Templates

4.7. Default Dynamic Fields

4.8. Set Conditions for Custom Email Template

4.9. Add CC and BCC Email Addresses

Team Plan:

5.1. Manage Your 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

6.4. Unique Request Number

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

6.12. Admin Approval Revert

6.13. Change Approval 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

7.1. Refund Policy

7.2. Cancel Subscription and Change Payment Method

You can choose whether to include your Google Sheets report in the final email sent to recipients. This option is available in both Create Approval Workflow and Combine All modes.

Turn the Sheets Report On or Off

  1. Open the Configuration menu.

  2. Go to Advanced Options.

  3. Find the setting Show Sheets report on final email.

  4. Toggle the switch to on or off depending on your preference.

Default Setting

By default, this option is off, meaning recipients will not see the spreadsheet report link in the final email.

When Enabled

If you turn this option ON, the Spreadsheet report link will appear in the final email, allowing recipients to view it.

Note: Even when this option is enabled, recipients still need to request access to the Google Sheet if they don’t already have permission.

Comments are closed.