How to use Form Approvals | Turn Google Form submissions into approval workflows (English Tutorial)
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- Опубликовано: 14 окт 2024
- Form Approvals is an add-on to Google Forms. This is an official tutorial, demonstrating how to set up a typical workflow process. For detailed guidance on using particular features of the add-on, refer to our support page: formapprovals....
Also looking forward to future videos. It would be great to see an example of a prospect going through a service request (such as someone requesting pricing information for cleaning services to be performed in their home, for example).
Wow. Never seen before content. Superb. Am wondering what other great content you have which you haven't published.
great tutorial and exactly what I have been looking for
This is just what I've been searching for. I can't wait to see more videos!
Holy cow this may be exactly what I need to finally dump Machform. Excited about this!
Perfect Solution for an office request processes, i am so much anxious to dive in for more features.
After creation you should have shown a demo of the outcome. That will really help to understand better.
Hi, I’m currently building an online form and am getting there but stuck on one aspect. Is there a way the first receiver is able to write a note that carries forward to the second receiver as opposed to the person making the initial request?
Hi
Yes, just make sure you have set the receiving order of your workflow.
For example, when a recipient is set to level 2 of the workflow, they will receive it *after* the level 1 recipients have responded, and therefore their email will contain the response (including any comments) made by recipients at earlier levels.
To set the receiving order, refer to: formapprovals.com/support/setting-receiving-order/
If you have any additional questions, don't hesitate to contact us via our contact us page.
Thanks
Morgan
Very much help full
If possible can you show the operational part also that how it works exactly with a demo of from recepiants reply email or so...
This is a fantastic training video. Very simple but thorough. Is there a video on how to create Admin Portal?
Hello!
We don't have a video specific about the admin portal (dashboard), however please reach out to us via our contact us page and we will be happy to answer any specific question you may have about it.
Regards,
Morgan
Does it is possible for the requestor, to interact again, after other recipients take action or approve? For example, a request is attended by all the recipients, but the requestor needs to share a final report or feedback with all the involved parts. Tks in advance.
Hi Marina
Yes, absolutely. Follow these steps:
1. Make sure you have "Collect email addresses" enabled in your Google Form settings;
2. Add a dynamic recipient to your workflow and select the question "Requestor's Email Address"
3. Set their role type to "Needs to Edit"
4. Set their receiving order to one level higher than the last approver
5. Add a private message explaining to the requestor what they need to do (e.g click on the Edit button, navigate to the end of the form, and answer the final questions / upload the final report).
I hope this helps! Feel free to contact our support team with any additional questions you may have.
Very helpful, Thank you!
Can you have the approved submission send the recipient the approval AND an attached PDF or document?
Hi Lucie - you sure can. For instructions, refer to: formapprovals.com/support/personalizing-notifications/#attachments
Feel free to reach out to me via our contact us page, if you have any additional questions.
Regards
Morgan
Hello, Can the recipient add comment before click approve, and the approval with comment send back to the requestor?
Hi, Thank you for your message.
All emails sent to approvers contain 3 buttons (Approve, Decline, Comment). If the approver would like to leave a comment with their response, they should use the Comment button. This will take them to our website to enter a comment and then choose the response.
Provided you have "Collect email addresses" enabled in your Google Form settings, the add-on will automatically email the requestor the outcome of their response including any comment they left.
If you have any additional questions, please reach out to us via our contact us page.
At level 4 in the video, if the recipient receives a copy will it say whether it has been approve?
Yes, it sure will!
Each notification that is sent by the add-on includes the Approval History up until that point in the workflow.
Within the tutorial, the Receives a Copy recipient is positioned at the end of the workflow, therefore will include the Approval History of all recipients and show that the request is Complete.
@@formapprovals Thank you
Hi - is there a way to send only certain part of the information from the form? I want to use it as a claim form but the approver only see's hours worked and not rate. Thanks
Hi Rishi
Yes, you can do that in one of two ways:
1) You can move any questions that need to be hidden to a section within the form and you can hide sections from emails by following the steps on this page: formapprovals.com/support/personalizing-notifications/#hide-sections; or
2) Within the spreadsheet that is linked to your form, you can move any column that you want hidden to the right hand side of the Request # and Overall Status columns (when building notifications, the add-on excludes any information that is positioned to the right of those two columns).
If I can help further, feel free to reach out to us at formapprovals.com/support/contact/
Regards
Morgan
In the workflow I am working, I need to trigger another action after the approval is completed, so I need to record in my google spreadsheet of the form if the request was approved or not. is that possible?
Hi
Thanks for your message.
The add-on stores the approval status of each recipient within the Detailed Approval Records sheet. It also stores the Overall Status (status of the request as a whole) within the Form Responses sheet.
Feel free to reach out to our support team via our contact page if you have any additional questions.
Regards
Morgan
What if the request was rejected? Does the requester need to complete the form again? Or he/she can edit the initial request form?
Thank you for your message.
When an approver declines a request, the add-on automatically sends a notification back to the requestor. This notification includes a link for the requestor to edit the original request (so they don't need to complete the form from scratch again).
Just reach out to our support team if you have any additional questions and we will be happy to help!
Regards
Morgan
can i build a form which ppl will use for leave applications , which then has to be approved / rejected by a supervisor ?
Hi
You sure can.
The add-on provides a few different ways you can add recipients depending on how you have your form set up to capture information. For details on adding recipients (approvers), refer to: formapprovals.com/support/adding-recipients
Feel free to reach out to our support team via our contact page if you have any additional questions.
Regards
Morgan
@@formapprovals hello! When adding form approvals to an existing form, should I remove the auto notification from the form to prevent duplicate emails to the acknowledging recipient?
@@DioniciaReneeKelsey Yes, absolutely. You should set "Send responders a copy of their response" to OFF in your Google Form settings to stop Google Forms sending the native acknowledgment email.
Hi, I have an issue. So I set up my self as a static recipient, then my manager as the second static recipient. When an employee click submit, we both receive the notification at the same time. I thought that my manager should wait until I approve it first. Could you please help?
Hey David! Make sure you have set the *receiving order* of your recipients. Refer to this support article for instructions:
formapprovals.com/support/setting-receiving-order
@@formapprovals Thank you for your prompt response.
Wow.. Powerful
Amazing!
hi...can i add any dropdown selection on Need to approval action ...i need to create a vehicle reservation (example) form that need admin to approve and later on admin will select driver name on approval level
Hi Anakpak
Reach out to us via our contact page and we can explain how best to do this.
Regards
Morgan
@@formapprovals thanks..i already sen enquiry in your page...
Hi! Is it possible to reflect the approver in the pdf copy of google form?
Hi Jo - if you have set up the add-on to generate a PDF of form responses, you can also include the approval history by using the recipient markers described on this page: formapprovals.com/support/personalizing-notifications/#attachments
Feel free to reach out to us via our contact page if you have any other questions.
Can you use static and dynamic recipients at the same time
Hi! Yes. You can use both static and dynamic recipients at the same time. If you need help, reach out to our support team, via our contact page, with an example of the workflow you are trying to create and we'd be glad to help!
Less is More!
very useful.. Throw the complex BPM tools away..