What is BoloForms Approvals?
This a usage guide for BoloForms Approvals. In case you have additional questions/require support, feel free to contact [email protected] or on WhatsApp at https://wa.me/message/MBQ5HUL53GQVK1
BoloForms Approvals is a product made to improve your day-today workflows in your organisation. From leave requests to budget requests, everything can be managed using the simple and intuitive interface of Google Forms for your employees.
Here, you will find instructions on installing the add-on, adding recipients (e.g approvers), creating a multi-level workflow, adding conditional 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 company account e.g [email protected]). We recommend using a company account for the best possible use.
- 2.Install and open the add-on on the account you want it to run from.Click on this link to install the add-on if you haven't already.
- 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.
With BoloForms you have got the most affordable workflow automation software for approvals inside of Google Forms with 24*7 support on both email and WhatsApp.— From a paying customer of BoloForms.
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, you can contact us and frequently asked questions.
Got 5 minutes? Check out a video overview of how to use BoloForms to setup a typical workflow approval process from scratch!
- From within your Google Form, click 'More' (three vertical dots located in the top right corner) then click 'Add-ons'.
- Search for boloforms, then follow the remaining prompts.
- Once installed, open the add-on by selecting the puzzle piece icon at the top of your form.
Here is a detailed Guide to show you how to install and open BoloForms Approvals-