How to track requests
The status of requests can be tracked at any time, using the following methods:
- Requestors have the ability to track the status of requests via
email notifications they receive. The request number at the top of email
is hyperlinked allowing requestors to track the status of their request at any
during the workflow process.
- Recipients also have the ability to track the status of requests via
email notifications they receive also using the hyperlinked request number at
of email notifications.
When on our Team plan, Recipients can also track
the status of requests via the recipient portal. The recipient portal
provides a convenient way for recipients to track the status of requests they are party
to (including the ability to filter those pending their approval and approve / decline
directly from our website). Recipients must have a Google account to use this portal.
- Add-on administrators have the ability to track the status of
requests via the admin portal. To access the Admin portal, open the
click 'Settings' > then click 'Admin portal'. The admin portal gives you the
ability to send reminders, amend recipients, and resend notifications across all
- Add-on administrators (and anyone with access to the spreadsheet linked
Google Form) also have the ability to:
- review the status of all requests in the Detailed Approval
The add-on will record detailed information related to each request like
recipient email address, issue date, status of their response, response
and any comment left by the recipient. See below for more information on
Detailed Approval Records and Settings sheets.
- review the status of all requests in the Form Responses sheet.
will record the Request # and Overall Status on the right hand side
of form response data.
Approval records and application settings
Approval records and application settings will be automatically stored in your linked
spreadsheet. This gives you total control over your data and allows you to report,
even perform more advanced functions like connect with other systems or processes.
A sheet named Form Responses 1 will be automatically created by Google Forms
your linked spreadsheet. This sheet will store all form responses received on your
A sheet named Settings [Form:XYZ] will be automatically created by the add-on
in your linked spreadsheet. This sheet will store most settings you save within the
A sheet named Detailed Approval Records [Form:XYZ] will be automatically
the add-on in your linked spreadsheet. This sheet will store all approval records
to the application. Note, this sheet contains privileged information that should not
shared with requestors or recipients.
XYZ represents the ID of the Form the sheet relates to.
The add-on will read and write to these sheets each time you or your recipients use the
application, so be careful not to modify the data. To perform analysis we
recommend always duplicating the sheet(s).
Do not sort, edit, or
the data in any sheet. The add-on relies on the data to operate.