What's New
A summary of the latest features added
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March 2024 |
Added link expiration
As a security measure, links in email notifications will automatically expire after 365 days.
You may reduce or increase this timeframe to suit your requirements. Learn more about link expiration.
Link expiration does not apply to forms with recipient authentication enabled.
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Aug 2023 |
Added functionality to the 'Needs to Action' role type
Previously, recipients with the 'Needs to Action' role type had two options ('Complete Task' or 'Request More Information'). This change gives recipients a third option 'Accept Task'.
'Accepting the Task' will mark the request as 'Accepted' by the recipient, and wait for them to 'Complete the Task'. Accepting the task is optional.
This is particularly useful for tasks that take time to complete, so you know the recipient has started working on it. It is also useful when used in conjunction with 'Group Recipients'. For example, a recipient from the group can 'Accept the Task' first (so other users know that someone has started working on it), and then the recipient can 'Complete the Task' once they have completed their responsibilities.
Learn more about using different
role types.
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July 2023 |
Improvements to recipient comments
The character limit in recipient comments has been removed (previously limited to 500 characters). Additionally, we now preserve line breaks in comments, so longer comments are easier to read.
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Feb 2023 |
Specify the number of people required to approve from a group (i.e a quorum)
The add-on provides a few different ways you can set up recipients. Most
users want all recipients to respond before the request is considered
complete. However, some organization need more complex workflows that allow a
specific number of recipients to respond before the request is considered complete.
For example, when the board of a company needs consent from a minimum number of
people before quorum is met.
We are pleased to announce, Group Recipients now allow users to specify
the exact number of recipients from the group that need to respond before the group
is considered to have fully responded.
For instructions on setting up group recipients, refer to Option 3 of
our adding recipients
support article.
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Oct 2022 |
Include inline images on files generated by the add-on
For some time now, we have supported the ability to generate / publish files with
your form response and approval history. Today, we are pleased to announce you can
also include any files uploaded to your form as "inline images" within the
generated document. For instructions, refer to our support article on
generating files.
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July 2022 |
Recipient logic now supports calculated fields
For a while now we have supported the use of calculated fields to bring additional
information into email notifications or attachment templates
(e.g to display the total number of vacation days taken or total cost of an order).
Today, we are pleased to announce you can also use calculated fields in
recipient logic to
perform more advanced logic.
Simply add a calculated field
to your spreadsheet using the ARRAYFORMULA, then use that field in your recipient logic.
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Apr 2022 |
New 'Asia' region is now available
When using the add-on for the first time, you are asked to select the region that
is closest to you. Choosing the region closest to you provides a performance benefit
as it determines which datacenter the service runs from when recipients respond to
requests and also when you use our dashboard to view and track the status of
requests.
Until now, we have offered the service from datacenters in the US
and Europe only. Today, we are pleased to introduce an instance of our application
that runs from Asia.
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Jan 2022 |
Use Checkbox questions with dynamic recipients
We are pleased to announce, dynamic recipients now support Short answer,
Multiple choice, Drop down and Checkbox question types.
Support for Checkbox questions means you can now have a dynamic recipient
that sends requests to multiple recipients. For example, if you need users to choose
multiple approvers from a single Google Form question.
For additional details, refer to our support article for
how to add recipients.
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Dec 2021 |
Use dates and markers within recipient logic
Recipient logic now supports a much broader range of use cases including the ability
to set logic with dates and also set logic comparing responses to other questions.
For example:
For additional details, refer to our support article for
how to add recipient logic.
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Nov 2021 |
View the environmental impact of your forms
At Form Approvals we are committed to helping organizations digitize their
processes. Generally we think of the benefits associated with digitization in
terms of cost savings / labor efficiencies, however there are many benefits it can
have on our environment also. Since sustainability is important for any
organization, we now include an estimate of the environmental benefits that your
forms have enabled.
To view the sustainability benefit of your forms, go to your My Forms page and hover
over the leaf icon. For each form, we estimate the environmental savings you have
made.
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Sep 2021 |
Include markers within private messages
You can now include markers within private messages. For details, refer to the Tip
included within this support article.
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Aug 2021 |
A 24-month plan is now available
When subscribing to one of our paid plans, you can now choose a 24-month plan which
provides greater discounting and also provides discounted access to the
Fast Forms add-on.
Fast Forms is an alternative to Form Publisher and Document Studio. It was developed,
based on customer feedback, to address some of their limitations.
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Jul 2021 |
Use calculated fields with the add-on
We are pleased to announce the support of calculated fields with the add-on. This
is particularly useful if you capture data as part of your form response and want to
perform calculations (e.g to calculate tax or the total of individual items). Simply add
a new column to the Form Responses sheet and use the ARRAYFORMULA. The add-on will
automatically start including the field on your notifications. Plus, you can use the
field within your attachment templates by using the << and >> markers. For
additional instructions, refer to our recent blog explaining
how to use Array Formulas.
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May 2021 |
Re-evaluate workflow with edits
We have added a new setting to the Settings tab of the add-on that allows
you to specify whether the add-on should re-evaluate the recipients involved in your
workflow when edits are made by recipients.
When enabled, the add-on will re-evaluate the recipients applicable to the request
(each time an edit is made to the form response by a recipient) and update the
workflow accordingly.
This is particularly useful if you want recipients to influence what other
recipients are part of the workflow. When a recipient, with the 'Needs to Edit' role
type, edits the form response the add-on will re-evaluate the workflow to determine
whether any changes should be made to recipients involved.
Note, recipients that have already responded or have a status of "Current" will
remain as part of the workflow (even if the edit evaluates to a workflow
without them).
Learn more about the
Needs to Edit role type.
Automatically remove duplicate recipients
We have added a new setting to the Settings tab of the add-on that allows
you to specify whether the add-on should automatically remove duplicate recipients.
Previously, this setting was enabled for all paid users by default, now you can
enable / disable it as required.
When enabled, each time a form submission is made the add-on will check to see if
you have the same recipient multiple times within your workflow and remove any
duplicates (that have the same role type). This is particularly useful when it's
unavoidable to have duplicate recipients in complex workflow.
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Feb 2021 |
Addition of a new role type "Needs to Sign"
You can now assign recipients the Needs to Sign role type, allowing them sign
requests. Signers can be included at any level of your workflow (for example, you
can have recipients approve the request before it is signed). Signatures can be
included on your attachments by using the <<Recipient 1 Signature>> marker and can be
viewed by administrators from the My Forms tracking page.
Learn how to
change the role type of
your recipients.
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Jan 2021 |
Optimizations made to improve performance of the add-on
In an effort to continually improve the add-on, we have made optimizations to all
webpages to improve the load time, accessibility, and security of the add-on. This
involved undergoing a third party web performance assessment that provided best
practice recommendations. After implementing the recommendations, we were able to
achieve top scores across all categories.
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Dec 2020 |
The Fast Forms add-on is now available
For processes that don't need approval, check out our new add-on. The
Fast Forms add-on
is designed to generate documents and dynamically notify users each time a form submission is made.
It includes many of the features you love about Form Approvals, like
recipient look-up tables, recipient logic, personalizing email content (including private messages),
adding multiple attachments, a Dashboard to view requests and re-send notifications, and much more...
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Sep 2020 |
Generate a Google Doc, Sheet or Slide complete with your form response and approval history
We are super excited to announce the ability for you to generate a Google Doc, Sheet
or Slide complete with your form response and approval history, and include it as a
PDF attachment on your notifications. The add-on will also store a copy of the file in your
Google Drive.
When setting up your attachments, you have control over exactly which notification
types the attachment is included on (incase you don't want it included on them all).
And, you have the ability to include up to twenty (20) attachments!
For additional details, refer to
this support article.
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Aug 2020 |
New recipient logic comparison operators added
Based on user feedback, we have added two new comparison operators that can be used
within recipient logic (is in and is not in). These are particularly useful
when setting up complex routing structures with many different logic conditions.
When using the is in or is not in operator, enter values separated by commas.
For example, if your question asks the user to select their Department and you want to route to the
recipient if the Department is equal to Marketing or Sales, select is in for the operator
and enter Marketing,Sales in the value field.
For further guidance on recipient logic, refer to our support article
how to add recipient logic.
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Jul 2020 |
Support for right-to-left (RTL) with notifications
We have now released the ability for paid plan users to style the customizable content of email
notifications in right-to-left (RTL) format. Using the Email Editor, users will be able to highlight
the notification content, then select the paragraph icon
to set the direction as right-to-left.
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June 2020 |
Additional filter options
When tracking requests as an Admin, you can now filter requests by Recipient Status
and Recipient email address, giving administrators more flexibility to track the status
of requests for specific recipients and / or statuses.
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May 2020 |
A User Dashboard is now available
A Dashboard has been released that allows administrators to view a summary
of their forms and usage. In addition, from one convenient location, the
My Forms tab gives you access to information relating to all forms connected
to the add-on (e.g the Admin tracking page, the Google Form itself, and the linked
Google Sheet). To access the Dashboard, open any Google Form, open the add-on,
click Settings, then click Dashboard.
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Mar 2020 |
Official tutorial has been released
If you are a new user of the add-on and are a more visual person, check out our
recently released
video tutorial for an
example of how
to set up a typical workflow process. For in depth guidance on all features, the
support
articles available from the left hand side menu of this page are still your best
resource.
Recipient comments now displayed within Admin &
Recipient
tracking pages
You asked, and we heard. Previously, recipient comments were only visible on
notifications sent to
the requestor and subsequent recipients, and the administrator needed to review
the spreadsheet to
see the comments. For your convenience, we now display the comments within the
Admin and Recipient
Portals. When the portals are first loaded, they display a list of requests.
When you click into a
specific request, comments (if any) will be displayed in the far right column.
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Feb 2020 |
Automatic Reminders
We understand the importance of recipients responding in a timely manner to
ensure requests are
completed and business process does not stall. We have had the ability for users
to send manual
reminders since day 1. However, for larger volume users this can be time
consuming, so we have
released the ability for Team plan users to enable Automatic Reminders. For
details, refer to our
Team plan features
support article.
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Jan 2020 |
Leave comments with an approval using the
Recipient tracking page
The Recipient tracking page now allows recipients to enter comments with their
response. For example,
when approving on the Recipient tracking page, a recipient can now leave a
comment with their approval.
For details on the Recipient tracking page, refer to
this support article.
The tracking link can now be omitted from
notifications
Many customers use the add-on to accept form responses from third parties (e.g
proposal submissions)
but weren't comfortable with the third party being able to track the status of
requests and
therefore send reminders. From within the Email Editor,
users can now omit the tracking link from notifications.
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Nov 2019 |
Increase to the maximum number of recipients and
recipient logic
Previously, there was a limit of 10 recipients and 8 recipient logic conditions.
These limits have now
been increased to 50 recipients and 50 recipient logic conditions.
We still recommend using our dynamic recipient look-up table feature, when
needing to add / maintain
a large number of dynamic recipients (refer to Option 2 (B) of our
adding recipients
support article for
guidance).
Support for emojis
With the holiday season just around the corner, who isn't in the mood for a good ol'
emoji! We now
support emojis in email notifications. Include your favourite emojis in the subject
line to make
request notifications even more identifiable or encourage your recipients to get
creative in the
comments they provide with their approval.
Some examples to get your creativity flowing:
🎄 ✈️ Time-Off / Travel Request 💲 ✔︎ Expense Reimbursement Request 🎓 📚 Personal Development Request 💯 🙌 😂 ... I'm sure there is a use case for these too!!
To add emojis, refer to general online documentation for your device. For
example, to add an emoji
when using a Mac, place your cursor in the subject line of our Email Editor,
then use the keyboard
shortcut Command + Control + Spacebar. To add an emoji on a Windows device, use
the keyboard shortcut
Windows + Semi colon (;) or Windows + Period (.)
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Oct 2019 |
Security improvements
Security of end user data has always been the number 1 focus of the Form
Approvals team. From the way
we architected the add-on from outset, with data partitioning, geographical
segregation, end to end
data encryption and all form response and approval records data never leaving
your Google account.
Security was again a big focus for us this month. The changes we recently announced to remove Google Drive and Google Contacts
permissions have now taken
effect across all regions. We are proud to be one of the first applications to
take this position.
In addition, Team plan users now have access to a new feature called
'recipient authentication'. This feature allows administrators to enable a
setting that will
force recipients to sign-in and authenticate themselves with their Google
account before approving
a request. This is another security feature that we have been working hard to
implement. It has been
released in beta so would love your feedback once you have had a chance to use
it.
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Sep 2019 |
Recipient tracking is now generally available
For the past few months the new Recipient tracking page has been in beta. We are
pleased to
announce that all Team plan users now have access to the Recipient
tracking page.
Goodbye searching through emails! The Recipient tracking page is similar to the
Admin tracking page
but is designed specifically for recipients, allowing them to track the status
of requests they are party to, filter
on those pending their approval, and approve / decline directly from our
website.
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Aug 2019 |
Automatic removal of duplicate recipients
We here ya! For the longest time you've been asking for a method of ensuring
a recipient only receives a request for approval once despite being included
in a workflow more than once due to complex workflow logic. For all paid users,
we have now
implemented a change that will detect when recipients (of the same role type)
are included within your workflow and automatically exclude them.
Removal of Drive and Contacts permissions
We announced that we will be removing the add-ons access to your Google Drive
and Google Contacts very soon. Whilst the add-on already uses these in very
limited ways today, we understand the importance of data privacy to our users so
we will be re-architecting the add-on to remove these two permissions.
Refer to the announcement we made for further details.
Major maintenance update
Albeit not a new fancy feature, we made significant maintenance updates to
the add-on this month. We migrated to the latest underlying technologies
of Google, released earlier this year, to remove aspects well in advance of
them going end of support. In addition, changes have been made to the design and
flow of our payment page to ensure we are ready for upcoming European
regulations on Strong Customer Authentication (SCA).
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Jul 2019 |
Addition of a new role type
Previously, you could choose between the roles of "Needs to Approve",
"Needs to Recommend", "Needs to Acknowledge", "Needs to Edit" and
"Receives a Copy". Based on your feedback, we have added a new role type of
"Needs to Action". This role is designed for a recipient that needs to complete
or action a task. For example, your workflow may consist of one or many
approvers. Once it has been approved, certain tasks may need to be completed.
This role now allows you to capture them within your workflow.
Further details about this and other role types can be found on our
support
page.
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June 2019 |
Approval history added to notifications
Previously, when a recipient made a comment with their approval the add-on would
include comments they made on subsequent notifications. We have now extended
this, to not only include the information when a comment is made by a recipient,
but to also include the history of the request (including recipients that did
not leave a comment). Using the Email Editor, users can reposition or
remove this information by using the <<Recipient Comments>> marker.
This is a small change, but it hopefully makes it easier for the requestor and
recipients to see the history without having to constantly track requests.
Learn more about
personalizing
notifications
with the Email Editor.
Self service updates to Team admin users
Team plan customers can now add or remove Admin users directly from our
website. To do so, open the add-on, click Settings, then click Account, then
click the yellow Manage subscription button. The subscription page now
includes details of your existing plan and gives you the ability to edit your
Team plan users.
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Apr 2019 |
Improved filtering on the Admin tracking page
Previously, you were only able to filter on the Overall Status which made it
next to impossible to find older requests. We heard you! Now, you can filter on
the Overall Status, Request #, Requestor, and even enter a date range to narrow
your search.
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Mar 2019 |
New Email Editor design
We have changed the design of the Email Editor to make it easier to navigate and
we have moved all settings related to email notifications to the Email Editor
(including the setting that allows you to hide form sections from email
notifications).
Change the From Name
Until now, the from name defaulted to "Form Approvals" for all users.
All users can now amend the from name from within the new Email Editor.
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Jan 2019 |
Change in plan types
Previously, we had two paid plans: Pro and Enterprise. However, many users
sought a plan that allowed multiple users to share a plan, but did not allow
everyone in their domain. As such, the Team plan has been added to replace the
Enterprise plan.
Change in plan name from Pro to Individual
The 'Pro' plan has been renamed to the 'Individual' plan to better describe the
plan and how it compares to the Team plan.
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Nov 2018 |
Dynamic group recipients
In addition to static group recipients, you can now add dynamic
group
recipients.
Learn more about this feature by reviewing Option 3 on the
adding recipients
support article.
Sticky dynamic recipients
Prevously, when changes were made to your Google Form (specifically questions
linked
to dynamic recipients), users were required to re-configure their dynamic
recipients
within
the add-on.
We found a new method of doing things, and this is no longer required!
Changes made to your form questions will now be automatically reflected within
the
add-on
without you having to do anything.
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Sep 2018 |
Role based workflows
In addition to approvers, you will be able to add other role
tyes. For example, you may want to set an Editor as level 1 (who can add
information
to the
form submission), Endorser as level 2 (who can recommend whether it should be
approved or
not),
Approver as level 3 (who has the authority to approve or decline), and someone
at
level 4
who simply needs to be notified of the outcome. Due to this change, you will
notice
our
documentation
now refers to 'approvers' as 'recipients'. Learn more about
recipient role
types.
Greater control over your data
Approval records and most application settings will now be stored in your linked
spreadsheet, giving you greater control over your data. Note: the
add-on will rely on this information to operate so do not sort, edit,
or modify this data in any way. To track recent requests, use the Admin tracking
page.
To perform more detailed analysis, simply duplicate the sheet.
Reduced permissions
The add-on has removed the requirement for access to a users Calendar and
Documents.
These were originally required for functionality that has since been deprecated.
In addition, the add-on will no longer require edit access to your Google Form
and
linked spreadsheet. Unlike other add-ons,
approvers will also not be required to be an editor of your Google Form
or
linked
spreadsheet. To achieve this, it required significant changes to the way the
add-on
operates and we are proud to be the first in market to offer this capability.
Learn
more
about permissions on our security
page.
Improved application performance
Overhauled backend infrastructure supporting the application and the ability to
select the
region closest to you has significantly improved the application's performance.
The average wait time on 1-click response links has reduced by approx 80%,
giving
your
approvers more time to spend on work that matters.
Personalized notifications
Change the title, subject and body of all notification types.
Plus, the ability to include a private message on individual recipient
notifications.
Learn more about personalizing
notifications.
Admin tracking page
As the add-on administrator, you will be able to view a list of recent requests,
search or filter on those pending, approved or declined and perform
various actions like send reminders, resend notifications and amend recipients.
Support for Team Drive
The add-on now supports forms and spreadsheets that are stored in Team Drive.
Support of 'grid' question types
The add-on now supports 'grid' question types
and will include the responses to these questions types appropriately in the
form
response
table of email
notifications.
A fresh new look
Colors changes aside, the new version of the add-on has been designed mobile-first.
As such, all functionality will be available across all screen sizes.
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