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.
Form Approvals is designed to turn Google Form responses into approval workflows. Use your Google Form to capture information needing approval (e.g., time off requests), then set up the add-on to route form submissions to your approvers.
Here, you will find instructions on installing the add-on, adding recipients (e.g., approvers), creating a multi-level workflow, adding logic to your workflow, and much more. Use the left-hand menu to navigate between articles.
Quick-start checklist
- Decide which Google account you want the add-on to run from (it can be a personal account or a generic account, e.g., formapprovals@yourdomain.com). We recommend using a generic account.
- Install and open the add-on on the account you want it to run from.
- Add recipients to your workflow. You will notice we refer to approvers as 'recipients' since you can change the role type of a recipient.
- 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.
The below video tutorial provides an example of how to set up a typical workflow process:
How to install and open the add-on
- Make sure you are only signed in with one Google account. There is a known issue affecting all add-ons that can cause authorization issues when signed in with multiple accounts.
- Open an existing Google Form or create a new one
- From within your Google Form, click 'More' (three vertical dots located in the top right corner) then click 'Add-ons'
- Search for "Form Approvals", then follow the remaining prompts to install.
- Once installed, open the add-on by selecting the puzzle piece icon at the top of your form.
What's next:
- Set up your workflow by adding recipients
- Learn how to set the recipient receiving order