Learn how to set up an approval workflow on your Google Form with Form Publisher.
First, create a Google Form, your template and configure Form Publisher. Then follow the steps below.
1. Add approvers to your Google Form
Go to the ‘Sharing options & Notifications’ screen. There are two ways of adding approvers, depending on your use case:
1.1. The approver is not the same person as the form respondent
Simply add the email addresses of each approver under 'Sharing options & Notifications':
Tips: If you have inserted a dropdown item containing email addresses in your Google Form, you can also reuse the title as the approver marker (make sure to remove the form owner's email address from the list):
1.2. The approver is the same person as the form respondent
In that case, make sure that you do NOT select 'Collect email addresses' in your form settings:
Then manually add a new question title (or Short answer item) called 'Email address' in your Google Form, and reuse the <<Email address>> marker as approvers:
2. Enable the approval workflow in Form Publisher
Then make sure to activate the approval workflow option, and save it.
3. Check that the approval workflow is correctly activated
First, make a test by submitting a form. Then open your responses spreadsheet:
Finally, check that the ‘[Form Publisher] Validation’ column header has been correctly added to your Google Sheet:
You are now ready to use the approval workflow.
Comments
10 comments
Hi, in the approval workflow, i need to send PDF to other accounts once it had been approved. First, just the manager to receive an email with the Approve Reject option, then once approved the rest of the team receives an email with the PDF Attached.
sidebar pictures are not up to date in this example
Hi Eric,
Thanks a lot for spotting this detail, it has been added to our roadmap.
Thanks again
Richard
I would like to achieve the same as Orlando. Do you have an option for this?
Hi Ilse Form,
Unfortunately a multi approval feature to generate files is not available for the moment.
We apologize for the inconvenience.
Hi,
I have set up approval workflow. I was receiving approval/rejection emails but after receiving a couple of them, I have stopped receiving them. I can see the responses are being published and getting saved in my GDrive but I am not getting email notification for approval/rejection
Hi Hammad Pai,
If this happens, have a look at this article that provides solutions for your issue https://support.form-publisher.com/hc/en-us/articles/213629105-Form-Publisher-is-no-longer-generating-files-or-sending-emails
However, if it doesn’t solve your problem, could you contact us here https://support.form-publisher.com/hc/en-us/requests/new and provide us with your template and spreadsheet in order to allow us to investigate this issue.
Thanks
Hello,
I have created an approval workflow using Google Forms Publisher. One of the fields in the form is a file upload. When the PDF is generated for the approver, they do not have access to view the upload. I am automatically granted access as the owner of the form, but I won't be the one doing the approvals. Is there a way to change the sharing settings on the file upload so my approvers can automatically view and dont have to request access?
Thanks!
Ellen
Hi Ellen,
One solution would be to share your spreadsheet with other approvers so they can access to the files uploaded by clicking on the link generated as explained in this article: https://support.form-publisher.com/hc/en-us/articles/360003641620.
If you have other question or issue, please let us know with our contact form here: https://support.form-publisher.com/hc/en-us/requests/new
Thanks
Hi Remi,
Unfortunately, this did not work. This only gave my approver access to the spreadsheet, but still did not allow him access to the linked document in the spreadsheet. I had to manually give him access.
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