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Getting started Adding recipients Setting receiving order Adding recipient logic Other recipient settings Personalize notifications File upload questions Tracking requests Approving requests Team plan features Troubleshooting Common questions Contact us
Getting started
If you are a new user of the add-on or are simply looking for help, you've come to the right place.
Here you will find instructions on installing the add-on, adding recipients, creating a multi-level workflow, adding logic to your workflow, and much more. Use the left hand menu to navigate between articles.
To help you get started, we have put together a short checklist:
  1. Decide which Google account you want the add-on to run from (it can be a personal account or a generic account e.g forms@yourdomain.com). We recommend using a generic account.
  2. Install the add-on on the account you want it to run from, then open the add-on.
  3. Add recipients to your workflow. You will notice we refer to approvers as 'recipients' since you can change the role type of a recipient.
  4. Set the receiving order of your workflow. This allows you to create multi-level workflows, so recipients are notified in the sequence you specify.
There are some other features to know, like how to add logic to your workflow, or how to track requests (as an admin, requestor or recipient) or how to personalize notifications. If you get stuck with anything, review our troubleshooting guide and frequently asked questions.
You can also watch our video tutorial for an example of how to set up a typical workflow process.
How to install the add-on
Open an existing Google Form, or create a new one. From within your Form, click 'More' (three vertical dots located in the top right corner) then click 'Add-ons'.
Type 'formapprovals.com' in the search bar. Once located, install the add-on.
For further details on how to install and open add-ons, refer to Google's support page.
How to open the add-on
Once installed, refresh the browser window that has your Google Form open. Click the puzzle piece icon (at the top of the page), then click Form Approvals.
What's next: