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 submissions 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.
To help you get started, we have put together a short 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 email@example.com). We recommend using a generic account.
- Install the add-on on the account you want it to run from, then open the add-on.
- 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 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.
Make sure you are only signed in with one Google account when using Google add-ons. There is a bug affecting all add-ons that causes the add-on sidebar to throw errors when you are signed in with multiple Google accounts.