# What is BoloForms?

This is a usage guide for BoloForms Approvals. In case you have additional questions/require support, feel free to contact <support@boloforms.com> or on [WhatsApp](https://wa.me/message/MBQ5HUL53GQVK1)

{% hint style="info" %}
Introducing BoloForms Approvals: Simplify and streamline your organization's workflows. Our product enables easy management of leave requests, budget approvals, and much more.&#x20;

With a user-friendly interface based on Google Forms, your employees will find it intuitive and effortless to use.
{% endhint %}

## Getting Started

<details>

<summary>Set-up for G-Suite</summary>

### Step-by-Step Process for Creating and Approving Forms Through G-Suite Add-on

#### 1. Open an existing Google Form or create a [new one](https://form.new/)!

#### 2. Click on the three dots to the top right which says 'More'

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/888bd2e8-8551-42bb-bf99-391749cd47ef/5f00fc70-59e1-4b41-b73b-99517ef9b9be.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=1081&#x26;mark-y=3&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz02MSZoPTYxJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt="Step 2 screenshot" data-size="original">

#### 3. Click on Add-ons

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/4abc1174-939c-432d-9b3d-f3172f03c5ff/786f6401-4264-4602-a630-16a3b8cdaccf.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.8487&#x26;fp-y=0.5361&#x26;fp-z=2.6716&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=357&#x26;mark-y=326&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz03MTYmaD0xNjImZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 3 screenshot" data-size="original">

#### 4. Search for "BoloForms" and then Click on "BoloForms - Approvals" Add-on.

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/fde4879b-c663-41c7-a358-2e643801528d/68a72310-35fe-4766-82f8-eb31894ba95b.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=305&#x26;mark-y=304&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMjMmaD0zMTYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Search for &#x22;BoloForms&#x22; and then Click on &#x22;BoloForms - Approvals&#x22; Add-on." data-size="original">

#### 5. Click on Install

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/cd2a284e-6005-4594-bd12-3825e71f6780/5abb69a7-5667-416c-ba52-09b328eb4218.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.7475&#x26;fp-y=0.2978&#x26;fp-z=2.7903&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=353&#x26;mark-y=341&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00OTUmaD0xMzMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 5 screenshot" data-size="original">

#### 6. Click on CONTINUE

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/401cdec4-581d-4f54-9e1c-bb8e4667b7ce/bb8a459c-f588-4141-a979-a479e1f802c4.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6135&#x26;fp-y=0.6587&#x26;fp-z=2.6120&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=470&#x26;mark-y=345&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yNjAmaD0xMjQmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 6 screenshot" data-size="original">

#### 7. Choose a Google Account using which you are creating Google Forms

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/59f16523-891f-4f47-bdef-bca42c051ac8/4393b2ad-02b8-4a75-889b-5abb44b2a0ef.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4999&#x26;fp-y=0.4998&#x26;fp-z=1.0052&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=181&#x26;mark-y=616&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz04MzgmaD0xMjUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 7 screenshot" data-size="original">

#### 8. Click on Allow when prompted with required permissions. We are verified by Google about needing these permissions to give you the best experience!

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/c2fda3cf-f542-4b8b-afa1-26536896b371/2758ad61-0583-410b-bcf4-6e6336d52f62.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=582&#x26;mark-y=1083&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNDgmaD04MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 8 screenshot" data-size="original">

#### 9. Click on DONE

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/a4a87989-0997-4339-9151-8040fb0c77ee/7307c20d-a141-42b6-85ff-0030c4017e3b.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=722&#x26;mark-y=629&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDQmaD00OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 9 screenshot" data-size="original">

#### 10. Click on Add-on option and then select "BoloForms - Approvals"

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/38abdf20-a42e-4862-bd17-e9142dec0ade/1222a0ef-5547-40ea-a710-782a62babbe8.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6837&#x26;fp-y=0.1146&#x26;fp-z=2.4610&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=334&#x26;mark-y=155&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz01MzImaD0xNDkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 10 screenshot" data-size="original">

#### 11. Click on Open

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/92c92761-c37c-4348-80b0-81e6c9d3d74c/25f75d8c-8c7f-4d95-aa07-bac4cd110759.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4395&#x26;fp-y=0.1651&#x26;fp-z=2.5876&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=466&#x26;mark-y=286&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yNjgmaD0xMjMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 11 screenshot" data-size="original">

#### 12. You can Set your Own Questions or Choose from a variety of Templates

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/14b3f51f-5824-4352-be85-4b50deb44edd/c9faed96-de6e-4c3d-a8ed-30a25aa6fdf9.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n" alt="Step 12 screenshot" data-size="original">

#### 13. This is the Approval Dashboard for the BoloForms Add-on

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/277cbaf9-c750-4c31-ba0b-6184a1f06672/da2d18e0-aba7-4446-b755-1ba1dd6343a3.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=104&#x26;mark-y=-4&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMTcmaD02MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 13 screenshot" data-size="original">

#### 14. Click on Add Recipients as required

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/34d30806-0725-4082-9b5a-3bba8e74c091/5a1bc32c-bcca-4917-a529-3a8dcc11d09a.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.7500&#x26;fp-y=0.7501&#x26;fp-z=2.0000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=-1191&#x26;mark-y=-131&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz02MjgmaD04NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 14 screenshot" data-size="original">

#### 15. Add recipient emails and click on save settings

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/cbce8912-2af5-48be-8189-1881c765093c/46fb256e-99ac-4ec2-90ca-b2eb0492febc.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.7500&#x26;fp-y=0.7501&#x26;fp-z=2.0000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=507&#x26;mark-y=690&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz02NjYmaD0xMjEmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 15 screenshot" data-size="original">

#### 16. Embed form in processes, when someone opens the form they'll fill in the info and submit

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/63358fe0-2f27-49df-83df-16dae4cec6d2/3b8852de-cd09-48fb-8d87-259a6e4a4aca.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=268&#x26;mark-y=335&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zMjgmaD0zNSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 16 screenshot" data-size="original">

#### 17. Approver will receive an email to Approve/Reject Request

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/f0a0adef-fe3d-41e1-a64e-f6c0ff996779/a2895423-0b13-4dac-8271-0d27031444ed.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6563&#x26;fp-y=0.7728&#x26;fp-z=1.6683&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=88&#x26;mark-y=458&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMDI0Jmg9OTUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 17 screenshot" data-size="original">

#### 18. Approver can add comments, Approve or open in Dashboard

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/35502a32-2800-4497-9cdd-b3be6cf6d3e5/ee48cd0a-8093-4e58-a87c-0a6d9d5b74ab.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4355&#x26;fp-y=0.5229&#x26;fp-z=1.1479&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=145&#x26;mark-y=440&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yMjgmaD02OSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 18 screenshot" data-size="original">

#### 19. You can check the approval status of your Forms through BoloForms Dashboard

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/36e23ef8-12ca-4b6a-9b62-05a5068ca6c8/2c4f2e05-aea6-4067-b038-4a8b1cb5d78a.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.2486&#x26;fp-y=0.2978&#x26;fp-z=2.0520&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=369&#x26;mark-y=350&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00NjEmaD0xMTUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 19 screenshot" data-size="original">

</details>

<details>

<summary>Set-up for Dashboard</summary>

## [Step-by-Step Process for Creating and Approving Forms in BoloForms](https://app.tango.us/app/workflow/26b66347-3343-44dc-b155-c770b8337005?utm_source=markdown\&utm_medium=markdown\&utm_campaign=workflow%20export%20links)

Go to [www.boloforms.com](https://approval-docs.boloforms.com/www.boloforms.com)

#### 1. Click on Sign In

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/942e426d-aee6-4a0d-85f6-291dadc2b2bb/28dda499-5de1-4a5a-8b33-eba9072c9afd.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=779&#x26;mark-y=15&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNDEmaD01OSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 1 screenshot" data-size="original">

#### 2. Choose your preferred sign-in option

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/2f14cd79-5846-4cac-bec8-18120f10fbbd/d7acfcbd-9198-4ed6-9b74-586eaf9bace8.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=140&#x26;mark-y=388&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05MTgmaD0xMzImZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 2 screenshot" data-size="original">

#### 3. Give required permissions

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/1637f24c-2812-44fc-a7fe-6be4b51f57db/42dfa56a-174b-464c-9ec8-82eedb974173.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=592&#x26;mark-y=959&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00ODgmaD0xMTMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 3 screenshot" data-size="original">

#### 4. A dashboard will be created

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/d2ecd5ef-56a7-4881-b7a2-5f65de431c27/fa2e35bc-9bf2-4d07-b5ec-3e6ce0f228ac.png?crop=focalpoint&#x26;fit=crop&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n" alt="Step 4 screenshot" data-size="original">

#### 5. Click on Create

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/d23a43dd-3246-4ed1-9595-4106d738064a/a703c5c7-eb03-4b16-acc4-374798e5af9b.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=117&#x26;mark-y=518&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yODEmaD0yODQmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 5 screenshot" data-size="original">

#### 6. Select any of the thousands of templates available

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/ecbadecc-bc4f-42bf-a879-68210d00ac18/5774e855-762e-44d4-935c-32df3ff2aef3.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n" alt="Step 6 screenshot" data-size="original">

#### 7. Enable Approval workflow if workflows need to be created

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/fd78de70-246d-40cd-908b-e5112ed39c14/68d440ad-14b7-4fdf-abbd-a6a13564ece5.png?crop=focalpoint&#x26;fit=crop&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n" alt="Step 7 screenshot" data-size="original">

#### 8. Click on Create Form

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/ac65c626-74d1-422c-8e9f-fd965a7e757a/871d3714-8ef9-4d49-bfd8-32d6c7c04ccf.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.1843&#x26;fp-y=0.6181&#x26;fp-z=2.2774&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=314&#x26;mark-y=401&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0zODAmaD0xMjgmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 8 screenshot" data-size="original">

#### 9. Make the required alterations to the form

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/99e74a6e-5d92-4907-9f9c-f5412efeb391/3294f06b-7bc9-4ee4-a1f5-82b06e6c23d6.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n" alt="Step 9 screenshot" data-size="original">

#### 10. Click on Edit Workflow

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/e54a1c3a-1d2c-451d-9874-64cc116a7230/1526a276-4971-43cf-9530-a360c9e2a7c8.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5136&#x26;fp-y=0.0308&#x26;fp-z=2.8048&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=548&#x26;mark-y=7&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMDUmaD0xNDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 10 screenshot" data-size="original">

#### 11. Click on Add Recipients as required

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/4d455853-0d41-448d-b9b3-ac33ddf7680c/32b69c77-9d97-4c38-a374-ace417825a6e.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5083&#x26;fp-y=0.1765&#x26;fp-z=2.1533&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=388&#x26;mark-y=279&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00MjUmaD0xNDgmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 11 screenshot" data-size="original">

#### 12. Add recipient emails and save

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/40beb455-73b8-4569-a395-a20374084dbd/9b197d8b-d5ac-4f82-821e-b9c8988e697d.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.7184&#x26;fp-y=0.1372&#x26;fp-z=1.8357&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=20&#x26;mark-y=191&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTU5Jmg9ODcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 12 screenshot" data-size="original">

#### 13. Select Action for Recipient

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/ff9d8dfc-6666-48e9-add7-9181231b4542/26b1f4f6-806b-49f5-969e-39d86d8c5813.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5866&#x26;fp-y=0.6231&#x26;fp-z=1.8489&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=317&#x26;mark-y=430&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz01NjUmaD02OSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 13 screenshot" data-size="original">

#### 14. Click on Save

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/a982bf5a-acff-4bb1-9af4-98c28373f102/bb34f1bf-3560-4d7c-8216-b1078789e7ec.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.9528&#x26;fp-y=0.1643&#x26;fp-z=2.7706&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=923&#x26;mark-y=344&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yMzkmaD0xNTcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 14 screenshot" data-size="original">

#### 15. Go back to Forms

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/c45fcdd1-7ae0-4888-819f-e182f4dba89f/55d8a5a2-1782-4da6-abcc-4cb970409360.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.2485&#x26;fp-y=0.0440&#x26;fp-z=2.4988&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=450&#x26;mark-y=50&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0zMDAmaD0xMDUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 15 screenshot" data-size="original">

#### 16. Click on Preview link

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/9e8c3f02-6d3b-426c-aaf7-c9672138ddf2/aa806350-a2b3-4396-9f04-9d8b5fa60b43.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.8706&#x26;fp-y=0.3015&#x26;fp-z=2.8551&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=690&#x26;mark-y=398&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMzMmaD0xMzMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 16 screenshot" data-size="original">

#### 17. Embed form in processes, when someone opens the form they'll fill in the info and submit

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/5ca4ab9b-57f8-4395-b2e2-c0cefa497e09/d660af85-a1e8-497e-840b-73baa4e44604.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4932&#x26;fp-y=0.3197&#x26;fp-z=1.2356&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=151&#x26;mark-y=335&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz04OTcmaD02NSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 17 screenshot" data-size="original">

#### 18. Approver will receive an email to Approve/Reject Request

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/1bf74ded-1441-46d5-b2de-8b6158332fdb/83cd38a9-3133-4558-b3c5-2d42f15a9e5a.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6770&#x26;fp-y=0.7798&#x26;fp-z=1.6688&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=47&#x26;mark-y=536&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTA2Jmg9MTA0JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt="Step 18 screenshot" data-size="original">

#### 19. Approver can add comments, Approve or open in Dashboard

<img src="https://images.tango.us/workflows/26b66347-3343-44dc-b155-c770b8337005/steps/a0658434-86de-4df3-888f-5c53e85f0723/4b907009-b00c-4d1d-bb5d-6a69b39b80a0.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.1651&#x26;fp-y=0.5625&#x26;fp-z=2.0161&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=162&#x26;mark-y=377&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00NzQmaD0xNzUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 19 screenshot" data-size="original">

***

</details>


# Troubleshooting BoloForms

1. If BoloForms is not able to write into the sheet or send emails to anyone. This means we are missing permissions from Google. This can be resolved very easily by going to this [link](https://approval.boloforms.com/api/auth/google) and allowing BoloForms
2. If the form you're working on is shared with you, make sure the form creator has also shared the Google sheet associated with Form (Only for G-Suite add-on users)

{% hint style="info" %}
Still Facing Issues? [Contact Us](/contact-us)
{% endhint %}


# Contact Us

How to Contact the Team at BoloForms Approvals?

You can contact us by email at <support@boloforms.com>

You can contact us via live chat from our [website](https://www.boloforms.com/) as well as BoloForms [Dashboard](https://approval-dashboard.boloforms.com/).

In case you want to book a meeting with our customer support representative, use this link- <https://calendly.com/boloforms/15min>


# Form Templates

Explore 10000+ Form Templates and directly use within BoloForms

{% embed url="<https://www.boloforms.com/form-templates/>" %}
Visit website
{% endembed %}


# FAQs

Get your Frequently Asked Questions answered here!!

<details>

<summary>What is the difference between email and request?</summary>

A request needs to send multiple emails to different recipients and respondent (optional) for approval. This means that one request may costs lots of email quota.

</details>

<details>

<summary>What will happen if I run out of email quota?</summary>

When you run out of email quota, the addon will temporary stop running. You will have to wait for quota renewal to send email again. If you are Free user, you can purchase Individual Plan and enjoy much higher quotas (at least 5000 emails/month) and unlimited emails sent per day.

</details>

<details>

<summary>What will happen to my data if I cancel my subscription?</summary>

You data will still be stored in our database even after your subscription cancellation. If you want to remove your data, please contact to us via <support@boloforms.com>.

</details>

<details>

<summary>I receive a permission error when I try to setup the Add-on</summary>

This is a known issue with Google permissions and it happens when you are logged in with more than one Google account. Try to sign out of all account except your main account. Alternatively, try Guest/Incognito mode.

</details>

<details>

<summary>Can I use the addon if my organisation does not use Google accounts?</summary>

Yes, but be aware that Form owner/adminstrator in particular still needs Google account. This is because the addon sends email on your Gmail behalf.

</details>

<details>

<summary>How can I contact support?</summary>

For any additional questions, you can contact us at <support@boloforms.com> or on [WhatsApp](https://wa.me/message/MBQ5HUL53GQVK1) at any time.

</details>

<details>

<summary>Why does the approval workflow sometimes work smoothly and other times throws errors?</summary>

If you suddenly have an error running when using an add-on, please let us know by sending an email to <support@boloforms.com>. Our team will contact you as soon as possible to look into the issue. If you need expedited support, feel free to message us on [WhatsApp](https://wa.me/message/MBQ5HUL53GQVK1).

</details>

<details>

<summary>How to calculate the number of requests based on email quota?</summary>

Emails & Requests are different. For examples, if you set up a workflow with 2 recipients, a form respondent submit a request then 2 emails counted to be sent to 2 recipients. In average, a request from our users consists of 4 emails. That is why free plan (500 emails) is calculated to be approximately 125 requests per month. The smaller number of recipient you set up in the workflow, the more request you have with a fixed email quota and vice versa.

</details>

<details>

<summary>Why the addon requires access to my Google Drive?</summary>

Permission to Google Drive is only necessary for the addon to perform actions related to your connected Google Form and spreadsheet on your behalf. In no circumstance that we will use those files for any other purposes or sharing to third parties.

</details>

<details>

<summary>How does approval workflow feature work?</summary>

When a Form Respondent sends a request, the addon will automatically send approval notification email to your specified recipient(s). Recipient can make One-click approve/reject decision on email, or, approve/reject & comment on BoloForms Approvals website. Finally, an email will be sent to all recipients notifying the final result.

</details>

<details>

<summary>Does recipient need Google Account?</summary>

No. Recipients do not need Google account. They also do not need to have access to your Google Form or spreadsheet. When a request is sent, recipient will receive an email which includes: One-click Approve & One-click Reject button: to approve/reject immediately. Approve/Reject & Comment button: to open BoloForms Website where you can approve/reject & give comment on the request.

</details>

<details>

<summary>How many recipients can I add?</summary>

There is no limit to the number of recipients. However, be aware that the higher number of recipients is, the quicker your emails quota may run out.

</details>

<details>

<summary>Can Form Respondents or Recipients edit a form submission?</summary>

You can have the option to allow Form Respondents to edit their own submissions. However, Recipients can not edit submissions from Respondent.

</details>

{% hint style="info" %}
Couldn't find the question you are looking for? [Contact us](/contact-us)
{% endhint %}


# Pricing

{% embed url="<https://www.boloforms.com/form-approval/pricing/>" %}


# GSUITE add-on

The BoloForms Approvals Add-on is a one-stop solution for all your form operations workflows, request approvals, multi-level workflows, and more!

Check out the BoloForms Approvals Add-On [here](https://workspace.google.com/marketplace/app/boloforms_approvals/674195424545).

If you haven't installed the add-on yet, follow this quick tutorial to get started.

{% embed url="<https://youtu.be/aHEkHB4VjY4>" %}

<details>

<summary>Set-up for G-Suite</summary>

### Step-by-Step Process for Creating and Approving Forms Through G-Suite Add-on

#### 1. Open an existing Google Form or create a [new one](https://form.new/)!

#### 2. Click on the three dots to the top right which says 'More'

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/888bd2e8-8551-42bb-bf99-391749cd47ef/5f00fc70-59e1-4b41-b73b-99517ef9b9be.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=1081&#x26;mark-y=3&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz02MSZoPTYxJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt="Step 2 screenshot" data-size="original">

#### 3. Click on Add-ons

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/4abc1174-939c-432d-9b3d-f3172f03c5ff/786f6401-4264-4602-a630-16a3b8cdaccf.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.8487&#x26;fp-y=0.5361&#x26;fp-z=2.6716&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=357&#x26;mark-y=326&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz03MTYmaD0xNjImZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 3 screenshot" data-size="original">

#### 4. Search for "BoloForms" and then Click on "BoloForms - Approvals" Add-on.

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/fde4879b-c663-41c7-a358-2e643801528d/68a72310-35fe-4766-82f8-eb31894ba95b.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=305&#x26;mark-y=304&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMjMmaD0zMTYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Search for &#x22;BoloForms&#x22; and then Click on &#x22;BoloForms - Approvals&#x22; Add-on." data-size="original">

#### 5. Click on Install

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/cd2a284e-6005-4594-bd12-3825e71f6780/5abb69a7-5667-416c-ba52-09b328eb4218.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.7475&#x26;fp-y=0.2978&#x26;fp-z=2.7903&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=353&#x26;mark-y=341&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00OTUmaD0xMzMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 5 screenshot" data-size="original">

#### 6. Click on CONTINUE

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/401cdec4-581d-4f54-9e1c-bb8e4667b7ce/bb8a459c-f588-4141-a979-a479e1f802c4.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6135&#x26;fp-y=0.6587&#x26;fp-z=2.6120&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=470&#x26;mark-y=345&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yNjAmaD0xMjQmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 6 screenshot" data-size="original">

#### 7. Choose a Google Account using which you are creating Google Forms

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/59f16523-891f-4f47-bdef-bca42c051ac8/4393b2ad-02b8-4a75-889b-5abb44b2a0ef.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4999&#x26;fp-y=0.4998&#x26;fp-z=1.0052&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=181&#x26;mark-y=616&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz04MzgmaD0xMjUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 7 screenshot" data-size="original">

#### 8. Click on Allow when prompted with required permissions. We are verified by Google about needing these permissions to give you the best experience!

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/c2fda3cf-f542-4b8b-afa1-26536896b371/2758ad61-0583-410b-bcf4-6e6336d52f62.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=582&#x26;mark-y=1083&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNDgmaD04MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 8 screenshot" data-size="original">

#### 9. Click on DONE

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/a4a87989-0997-4339-9151-8040fb0c77ee/7307c20d-a141-42b6-85ff-0030c4017e3b.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=722&#x26;mark-y=629&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDQmaD00OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 9 screenshot" data-size="original">

#### 10. Click on Add-on option and then select "BoloForms - Approvals"

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/38abdf20-a42e-4862-bd17-e9142dec0ade/1222a0ef-5547-40ea-a710-782a62babbe8.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6837&#x26;fp-y=0.1146&#x26;fp-z=2.4610&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=334&#x26;mark-y=155&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz01MzImaD0xNDkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 10 screenshot" data-size="original">

#### 11. Click on Open

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/92c92761-c37c-4348-80b0-81e6c9d3d74c/25f75d8c-8c7f-4d95-aa07-bac4cd110759.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4395&#x26;fp-y=0.1651&#x26;fp-z=2.5876&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=466&#x26;mark-y=286&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yNjgmaD0xMjMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 11 screenshot" data-size="original">

#### 12. You can Set your Own Questions or Choose from a variety of Templates

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/14b3f51f-5824-4352-be85-4b50deb44edd/c9faed96-de6e-4c3d-a8ed-30a25aa6fdf9.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n" alt="Step 12 screenshot" data-size="original">

#### 13. This is the Approval Dashboard for the BoloForms Add-on

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/277cbaf9-c750-4c31-ba0b-6184a1f06672/da2d18e0-aba7-4446-b755-1ba1dd6343a3.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=104&#x26;mark-y=-4&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMTcmaD02MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 13 screenshot" data-size="original">

#### 14. Click on Add Recipients as required

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/34d30806-0725-4082-9b5a-3bba8e74c091/5a1bc32c-bcca-4917-a529-3a8dcc11d09a.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.7500&#x26;fp-y=0.7501&#x26;fp-z=2.0000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=-1191&#x26;mark-y=-131&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz02MjgmaD04NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 14 screenshot" data-size="original">

#### 15. Add recipient emails and click on save settings

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/cbce8912-2af5-48be-8189-1881c765093c/46fb256e-99ac-4ec2-90ca-b2eb0492febc.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.7500&#x26;fp-y=0.7501&#x26;fp-z=2.0000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=507&#x26;mark-y=690&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz02NjYmaD0xMjEmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 15 screenshot" data-size="original">

#### 16. Embed form in processes, when someone opens the form they'll fill in the info and submit

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/63358fe0-2f27-49df-83df-16dae4cec6d2/3b8852de-cd09-48fb-8d87-259a6e4a4aca.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=268&#x26;mark-y=335&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zMjgmaD0zNSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 16 screenshot" data-size="original">

#### 17. Approver will receive an email to Approve/Reject Request

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/f0a0adef-fe3d-41e1-a64e-f6c0ff996779/a2895423-0b13-4dac-8271-0d27031444ed.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6563&#x26;fp-y=0.7728&#x26;fp-z=1.6683&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=88&#x26;mark-y=458&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMDI0Jmg9OTUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 17 screenshot" data-size="original">

#### 18. Approver can add comments, Approve or open in Dashboard

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/35502a32-2800-4497-9cdd-b3be6cf6d3e5/ee48cd0a-8093-4e58-a87c-0a6d9d5b74ab.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4355&#x26;fp-y=0.5229&#x26;fp-z=1.1479&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=145&#x26;mark-y=440&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yMjgmaD02OSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 18 screenshot" data-size="original">

#### 19. You can check the approval status of your Forms through BoloForms Dashboard

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/36e23ef8-12ca-4b6a-9b62-05a5068ca6c8/2c4f2e05-aea6-4067-b038-4a8b1cb5d78a.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.2486&#x26;fp-y=0.2978&#x26;fp-z=2.0520&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=369&#x26;mark-y=350&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00NjEmaD0xMTUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 19 screenshot" data-size="original">

</details>

Here are the articles in this section.

<table data-card-size="large" data-view="cards"><thead><tr><th data-card-target data-type="content-ref"></th><th data-hidden></th><th data-hidden></th><th data-hidden></th></tr></thead><tbody><tr><td><a href="/guides/gsuite-add-on/adding-recipients">Adding Recipients</a></td><td></td><td></td><td></td></tr><tr><td><a href="/guides/gsuite-add-on/managing-multi-level-workflow">Managing Multi-Level Workflow</a></td><td></td><td></td><td></td></tr><tr><td><a href="/guides/gsuite-add-on/adding-conditions-to-recipient">Adding Conditions to Recipient</a></td><td></td><td></td><td></td></tr><tr><td><a href="/guides/gsuite-add-on/assigning-roles-to-recipients">Assigning Roles to Recipients</a></td><td></td><td></td><td></td></tr><tr><td><a href="/guides/gsuite-add-on/approving-requests">Approving Requests</a></td><td></td><td></td><td></td></tr><tr><td><a href="/guides/gsuite-add-on/tracking-requests">Tracking Requests</a></td><td></td><td></td><td></td></tr><tr><td><a href="/guides/gsuite-add-on/how-to-use-the-lookup-table">How to use the lookup table?</a></td><td></td><td></td><td></td></tr><tr><td><a href="/guides/gsuite-add-on/send-pdf-to-the-respondent">Send PDF to the respondent</a></td><td></td><td></td><td></td></tr><tr><td><a href="/guides/gsuite-add-on/migrate-your-google-forms-to-boloforms">Migrate your Google Forms to BoloForms</a></td><td></td><td></td><td></td></tr><tr><td><a href="broken://pages/sIH3yh82AYvt2IFZPzF7">Broken link</a></td><td></td><td></td><td></td></tr></tbody></table>

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# Adding Recipients

Discover the different recipient addition options, offered by BoloForms add-on.

{% embed url="<https://youtu.be/TrpBkKTLZOI>" %}

<details>

<summary>Add a static recipient.</summary>

* Use Case: Robert, the manager needs to approve every request that is made.

<https://youtu.be/TrpBkKTLZOI>

Steps to add a static recipient:

**1. Click the 'Add Static Email' button.**

<img src="https://images.tango.us/workflows/0fcd1bdf-d6c3-438b-b1af-89221dd555ad/steps/2fe7c709-0baf-4e66-8c26-ea15cae6857a/9fe5337d-ce18-46ec-bc2c-7893810149fe.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.8334&#x26;fp-y=0.8335&#x26;fp-z=3.0000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=170&#x26;mark-y=99&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz05NDEmaD0xMzAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 1 screenshot" data-size="original">

#### 2. Enter the recipient's email address. (Automated approval/rejection email sent to the recipient for each Google Form submission.)

<img src="https://images.tango.us/workflows/0fcd1bdf-d6c3-438b-b1af-89221dd555ad/steps/bf2a4d8a-f42e-46a4-8039-3248ae4497cb/7105d81c-f328-45af-a744-78ee034df06d.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.8233&#x26;fp-y=0.8234&#x26;fp-z=2.8283&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=266&#x26;mark-y=171&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz04MzkmaD0xMTImZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 2 screenshot" data-size="original">

#### 3. Click 'Save Settings'.

<img src="https://images.tango.us/workflows/0fcd1bdf-d6c3-438b-b1af-89221dd555ad/steps/ca3a89b3-c31c-432b-83f7-daf94e126314/d2edefed-e3b4-4c51-9301-e1bb26315497.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.8171&#x26;fp-y=0.8294&#x26;fp-z=2.7325&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=243&#x26;mark-y=696&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz05MTAmaD05NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 3 screenshot" data-size="original">

</details>

{% embed url="<https://youtu.be/Mx43NmkKEls>" %}

<details>

<summary>Add a dynamic recipient.</summary>

* Use Case: The respondent enters manager's email while filling the form and then the manager receives the approval request.

<https://youtu.be/Mx43NmkKEls>

Steps to add a dynamic recipient:

**1. Click the 'Add Dynamic Email' button.**

<img src="https://images.tango.us/workflows/437185d3-40fc-423d-b404-05142427ece8/steps/e7b46c06-cc13-42ec-871e-778f9f5f69a2/90acabcc-9e90-46f9-b23b-7844fb25e877.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=73&#x26;mark-y=1024&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDU3Jmg9MTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt="Step 1 screenshot" data-size="original">

#### 2. Select the question in which the respondent will fill in their manager's email. Note that the question should contain the term 'email' and if you have just added the question, click the refresh button on the right top of the BoloForms Add-on.

<img src="https://images.tango.us/workflows/437185d3-40fc-423d-b404-05142427ece8/steps/65febbd7-cfa6-4084-be3e-41124ac8573c/1cce64bc-45d3-4f73-9860-a7eed059ed0f.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=86&#x26;mark-y=166&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDE2Jmg9MTM3JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt="Step 2 screenshot" data-size="original">

#### 3. Click on 'Save Settings'.

<img src="https://images.tango.us/workflows/437185d3-40fc-423d-b404-05142427ece8/steps/e5bd1a94-2fe2-432f-8037-239c5df905ff/3dac07c3-57fd-4e59-ac1e-a37a56e8f69d.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=396&#x26;mark-y=738&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MDImaD0xMjYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 3 screenshot" data-size="original">

</details>

{% embed url="<https://youtu.be/14OzuC54g94>" %}

<details>

<summary>Add multiple alternate recipients.</summary>

* Use Case: An employee's request goes to two managers, while either one can approve it.

<https://youtu.be/14OzuC54g94>

Steps to add multiple recipients:

**1. First add a single static recipient.**

<img src="https://images.tango.us/workflows/806e3ce8-2812-4e72-a2fd-e9e5c6c6db2f/steps/8b63c5f3-f5bd-43b5-a707-6abe67c7f670/75b8a1af-9649-49ce-a333-f9482b25be47.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.8328&#x26;fp-y=0.8333&#x26;fp-z=3.0000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=177&#x26;mark-y=106&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz05MzkmaD0xMzAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 1 screenshot" data-size="original">

#### 2. Click on the 'add email' button.

<img src="https://images.tango.us/workflows/806e3ce8-2812-4e72-a2fd-e9e5c6c6db2f/steps/b5a69734-6f3b-4d41-9736-9e7402e59c8a/4cbb7f44-d92c-44a9-b77c-2bdbc1528b69.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.8211&#x26;fp-y=0.7198&#x26;fp-z=2.7961&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=274&#x26;mark-y=301&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xOTMmaD0xMTQmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 2 screenshot" data-size="original">

#### 3. Add emails as per your convenience.

<img src="https://images.tango.us/workflows/806e3ce8-2812-4e72-a2fd-e9e5c6c6db2f/steps/49e8d038-0920-442a-9361-5b1f0d436d27/f083779b-3205-4cae-82e4-53b692443338.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5052&#x26;fp-y=0.5144&#x26;fp-z=1.2967&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=139&#x26;mark-y=180&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz03MzQmaD0xODAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 3 screenshot" data-size="original">

#### 4. Click 'Save and Close'.

<img src="https://images.tango.us/workflows/806e3ce8-2812-4e72-a2fd-e9e5c6c6db2f/steps/2e120806-4ec2-4e2f-abb2-bcfee017e15d/22595a90-939e-4ec9-8224-647b31a19cc5.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4968&#x26;fp-y=0.5570&#x26;fp-z=1.1290&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=208&#x26;mark-y=626&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz03OTYmaD02MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 4 screenshot" data-size="original">

</details>


# Managing Multi-Level Workflow

This allows the request to be sent to recipients in a particular order, furthermore allowing you to create multi-level workflows.

{% hint style="info" %}
Let's suppose we have two static Recipients, and the respondent fills the form, now the request is first sent to the first recipient, and only after their approval the request is sent to the second recipient for their approval, thus creating a multi-level workflow.
{% endhint %}

{% embed url="<https://youtu.be/OJ64bzHi0uc>" %}

Here's an Example on how a typical multi-level workflow is carried out.

**1. You can drag the highlighted element to reorder the hierarchy of recipients**

<img src="https://images.tango.us/workflows/c75975ff-be0f-460f-86e4-140a457a0668/steps/92bf0854-ee54-4c84-b213-b989fed26a5c/9c85a985-5c1d-4145-9588-f1b07569e6fb.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=162&#x26;mark-y=744&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz03MCZoPTgxJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt="Step 1 screenshot" width="375">

#### 2. You can alter the email and role of the recipient

![Step 2 screenshot](https://images.tango.us/workflows/c75975ff-be0f-460f-86e4-140a457a0668/steps/faae69d0-de34-464c-8db3-9d4d8762cc90/1968d126-9903-4ee1-a2f5-37589e60a857.png?crop=focalpoint\&fit=crop\&fp-x=0.7191\&fp-y=0.7190\&fp-z=1.7809\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=597\&mark-y=496\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz01NjAmaD02OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 3. The Respondent fills out the Google Form.&#x20;

<figure><img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/QVYUUhROLHazU96kiqBx/sss.JPG" alt="" width="375"><figcaption></figcaption></figure>

#### 4. The First recipient receives the request mail for approval and can be approved/rejected.&#x20;

![](https://images.tango.us/workflows/c75975ff-be0f-460f-86e4-140a457a0668/steps/a130c8ab-b266-4be8-9b18-417416c7e39f/a5b8f9c8-b664-4072-90ba-c43db7a91b7a.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=15\&mark-y=16\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMTcwJmg9NzgmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

![Step 4 screenshot](https://images.tango.us/workflows/c75975ff-be0f-460f-86e4-140a457a0668/steps/7d6461f5-946b-47b0-aa46-af4ce4796825/8b0434ad-3370-413a-94e7-281b1ee1b581.png?crop=focalpoint\&fit=crop\&fp-x=0.6574\&fp-y=0.6783\&fp-z=1.6703\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=87\&mark-y=360\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMDI3Jmg9OTUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 5.  The first recipient approves the request. ((If the recipient rejects the request then the request is not sent to the second recipient.)

![Step 5 screenshot](https://images.tango.us/workflows/c75975ff-be0f-460f-86e4-140a457a0668/steps/e88fe323-aaff-4e12-a8fe-af7dc3fb3bd6/cbe3336a-0b03-434b-b850-d2231f3913ee.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=126\&mark-y=455\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMDAmaD02MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 6. Now the Second Recipient receives the request mail for approval, and they can Approve/Reject the request.

![](https://images.tango.us/workflows/c75975ff-be0f-460f-86e4-140a457a0668/steps/28cd2f5d-8d1c-473a-8dd9-e6c6cff99057/e8494e92-366d-4509-b54c-f5a9e40ff2a6.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=16\&mark-y=9\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMTc0Jmg9MTAyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

![Step 7 screenshot](https://images.tango.us/workflows/c75975ff-be0f-460f-86e4-140a457a0668/steps/d25ea014-076b-47ea-94e8-c4176636a864/568e5595-db71-4f09-be3e-715bd56be392.png?crop=focalpoint\&fit=crop\&fp-x=0.4928\&fp-y=0.5966\&fp-z=1.3107\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=198\&mark-y=370\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz04MDUmaD03NSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 8. The Second Recipient approves the request.

![Step 8 screenshot](https://images.tango.us/workflows/c75975ff-be0f-460f-86e4-140a457a0668/steps/e04b952b-a6f2-4218-84c3-feba0290ffdd/13a82dc5-df31-4d67-bd46-adc01cc2b979.png?crop=focalpoint\&fit=crop\&fp-x=0.4798\&fp-y=0.4508\&fp-z=1.1473\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=84\&mark-y=508\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yMjkmaD02OSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 9. The multi-level workflow approval is completed

![Step 9 screenshot](https://images.tango.us/workflows/c75975ff-be0f-460f-86e4-140a457a0668/steps/e9be1bb1-5e8c-4d4a-98da-1bd29a8a2063/9524fb5f-56dc-48f2-9610-4d57d27ad830.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=72\&mark-y=51\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDQwJmg9NjQ2JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 10. The Recipient can view the Approval status just by clicking the Dashboard button on the add-on.

![Step 10 screenshot](https://images.tango.us/workflows/c75975ff-be0f-460f-86e4-140a457a0668/steps/cca218cc-3b34-47e5-a42e-aa1e148fb821/feee99c6-a368-4408-ae0a-90757574c17c.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=360\&mark-y=160\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zODgmaD0xMDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 11.  Now you are able to view the overall status of the approval for the Form response.

![Step 11 screenshot](https://images.tango.us/workflows/c75975ff-be0f-460f-86e4-140a457a0668/steps/9c44fef5-b25d-4660-9c5a-b6a3dc109226/527e39c2-0601-456e-a699-be1a0b664e34.png?crop=focalpoint\&fit=crop\&fp-x=0.5454\&fp-y=0.3328\&fp-z=1.1158\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=9\&mark-y=237\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTgzJmg9MTMwJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)


# Adding Conditions to Recipient

Conditions that can be applied t to recipients based on Boolean logic; if a condition is met then an email for approval will be sent to the required approver.

The Basic commands for conditions are:

* **equal to(=)**: Checks if two values are exactly the same.
* **not equal to(!=)**: Determines if two values are different from each other.
* **greater than(>)**: Compares if one value is larger than another.
* **less than(<)**: Compares if one value is smaller than another.
* **greater than equal to(>=)**: Checks if one value is either larger than or equal to another.
* **less than equal to (<=)**: Determines if one value is either smaller than or equal to another.
* **contains**: Checks if a certain value or substring is present within a larger value or string.
* **does not contain**: Determines if a certain value or substring is not present within a larger value or string.

### The AND/OR Operator

These Boolean operators can be combined with conditional statements to get the desired output for request approvals.

* **AND**: Checks for the truth value of the conditions. Returns True if all the conditions are satisfied.
* **OR**: Checks for the truth value of the conditions. Returns True if any one of the conditions is satisfied.

<table data-card-size="large" data-column-title-hidden data-view="cards"><thead><tr><th data-card-target data-type="content-ref"></th><th data-hidden></th><th data-hidden></th><th data-hidden></th></tr></thead><tbody><tr><td><a href="/guides/gsuite-add-on/adding-conditions-to-recipient/conditions-for-approval">Conditions for Approval</a></td><td></td><td></td><td></td></tr><tr><td><a href="/guides/gsuite-add-on/adding-conditions-to-recipient/conditions-for-auto-approval">Conditions for Auto-Approval</a></td><td></td><td></td><td></td></tr></tbody></table>


# Conditions for Approval

{% hint style="info" %}
If the following conditions are 'true', we will send an approval request email/message to this recipient. If you do not add any condition, by default it is true hence email/message will be sent to the recipient for approval.
{% endhint %}

{% embed url="<https://youtu.be/7kEqie0n1po>" %}

#### 1. In the Approval section of the ad-on, click on the Conditions button for the recipient you want to apply conditionality to.

<img src="https://images.tango.us/workflows/d828bf0d-4322-4ec6-b30b-c74a45a0d10f/steps/7e615e45-20a7-41ed-9a80-6b5e56007033/22dc8e06-248a-4d6c-baee-1f0281b7be58.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=845&#x26;mark-y=1262&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zMjImaD0xMDgmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 1 screenshot" width="375">

#### 2. Click on Add Condition

<img src="https://images.tango.us/workflows/d828bf0d-4322-4ec6-b30b-c74a45a0d10f/steps/2b8bdcca-0389-41c2-a5ea-22918d3f4ce4/44680d9a-87b1-4612-ad60-762e9733e2e4.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=73&#x26;mark-y=360&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDU5Jmg9NzImZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 2 screenshot" width="563">

#### 3. Select the required condition and enter the value you want and don't forget to save!

<img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/rg4bmhDlRJWHBBv5D6MV/dasdasdasda.png" alt="Step 3 screenshot" width="563">


# Conditions for Auto-Approval

{% hint style="info" %}
If the following conditions are 'true', will auto approve and send a confirmation email/message to the recipient.
{% endhint %}

{% embed url="<https://youtu.be/IVq2iD1TrPQ>" %}

#### 1. In the Approval section of the add-on, click on the Conditions button for the recipient you want to apply conditionality to.

<img src="https://images.tango.us/workflows/11061035-5b76-4784-ad8c-8705f3fb662e/steps/810b3905-7a8c-4e28-908f-53af55563b73/8594f059-1dfe-4a99-ba46-215169d73912.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.9352&#x26;fp-y=0.7712&#x26;fp-z=4.0000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=719&#x26;mark-y=350&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0zMzkmaD0xMTQmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 1 screenshot" width="563">

#### 2. Go to Auto Approval Request and click on Add Condition

<img src="https://images.tango.us/workflows/11061035-5b76-4784-ad8c-8705f3fb662e/steps/6ddab9ce-f67d-4815-99ab-0d75115ae284/72d52b7d-143a-4777-a11a-f7b88f009b84.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=77&#x26;mark-y=330&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDQ3Jmg9NzEmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 2 screenshot" width="563">

#### 3. Select the required condition and enter the value you want and Don't forget to save!

<img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/Uf1oCjpTGqJAwupLyjDT/uih2uhuh2w.png" alt="Step 3 screenshot" width="563">


# Assigning Roles to Recipients

In this section you will learn how to assign different roles to recipients.

{% embed url="<https://youtu.be/OZR--6Bol3c>" %}

### There are **5** different roles available in the BoloForms add-on:

* Can Approve- This role is for the recipients that can approve/reject a request.
* Get Notification- This role is for the recipients who will get notified only in the process of the approval workflow.&#x20;

  (For eg. In a multi-step approval workflow, if a recipient with the Role 'get notified only' is added in step number 2, they'll get notified with the status of the approval of recipient in step number 1.)
* Receive PDF- This role is for the people who want to receive a pdf copy for the confirmation of the approval request.
* Take Signature- In this role the user has to sign and approve. His/her signature will be visible in dashboard
* Acknowledge - In this role user has to acknowledge that they have received this request

### Steps to assign different Roles:

1. From your Google Form, open the add-on.
2. Add a recipient.
3. Click the drop-down menu in front of the 'Role'.
4. Choose the desired role, and click 'Save Settings'

<figure><img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/cJO0bObswRAHyyWtg7cR/boloforms%20roles.png" alt="" width="276"><figcaption><p>Types of Roles</p></figcaption></figure>


# Tracking Requests

Easily track the status of requests at any time using the following methods:

{% embed url="<https://youtu.be/DU-3MZlhLKg>" %}

### Method 1: Using BoloFroms Dashboard

To track the status of requests as an add-on administrator:

1. Open any Google Form.
2. Open the add-on and click the Home icon.
3. Click Dashboard.
4. Access the dedicated tracking page for administrators.
5. From there, you can track requests, view form submission details, approvals, signatures, send reminders, amend recipients, resend past notifications, and cancel requests.

<div><figure><img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/rDyIpeeyQ3fo8y5bNy8E/dashboard.png" alt="" width="188"><figcaption></figcaption></figure> <figure><img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/siyTK3ydHUEvIm1ycsXx/dashboard1.png" alt="" width="563"><figcaption></figcaption></figure></div>

### Method 2: Using Google Sheet

As an add-on administrator or anyone with access to the linked spreadsheet:

1. Review the status of all requests in the Detailed Approval Records sheet.
2. The add-on records recipient email address, issue date, response status, response date, and recipient comments for each request.
3. Review the status of all requests in the Form Responses sheet.
4. The add-on records the Request # and Overall Status on the right side of the form response data.
5. Note that manual changes to these sheets can disrupt the add-on.
6. Whenever possible, use the Forms page in the BoloForms Dashboard for managing requests.

<div><figure><img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/QRVpuPPwuFhBvKQvaoLS/sheet.png" alt="" width="183"><figcaption></figcaption></figure> <figure><img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/6H0OlBlZAsNZiPjQJ6qq/sheet1.JPG" alt="" width="563"><figcaption></figcaption></figure></div>

## Understanding the statuses recorded by the add-on

The add-on records two types of statuses:

1. Overall Status: Represents the status of the entire request. It can be one of the following:

* IN PROGRESS: Awaiting response from one or more recipients.
* APPROVED: Request approved/completed by all recipients.
* REJECTED: Request declined by a recipient. Overall Status can be viewed in both the linked spreadsheet and BoloForms Dashboard.

<figure><img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/HNCDvMaeQLOIpRi3mukr/dashboard1.png" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/p2t21cnTvBJZmvVl9Scw/sheet1.JPG" alt=""><figcaption></figcaption></figure>

2. Recipient Status: Indicates the status of individual recipients in the approval workflow. The Recipient Status can be one of the following, depending on the recipient's role:

* IN PROGRESS: Awaiting response from one or more recipients.
* APPROVED: Request approved/completed by all recipients.
* REJECTED: Request declined by a recipient.
* Skip-Approve: Request automatically approved/sent to the next approver based on user-defined conditional statements. Detailed recipient status can be viewed in the BoloForms Approvals Dashboard.

<figure><img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/0kY6dH9wFJkJEb3sCuah/uyugbuoli.png" alt=""><figcaption></figcaption></figure>

## Approval Records

Approval records are automatically stored in a linked spreadsheet, giving you control over data for reporting, analysis, and integration with other systems or processes.

{% hint style="danger" %}
DO NOT sort, amend, or remove the data in any sheet. The add-on relies on the data to operate.
{% endhint %}

{% hint style="danger" %}
DO NOT re-link your Google Form to a new spreadsheet.
{% endhint %}

The add-on reads and writes to the sheets when you or recipients use the application. Avoid modifying the data and use the admin tracking page for request tracking or recipient changes. For analysis, utilize formulas in other sheets or Filter Views without sorting or filtering the underlying data.


# Approving Requests

Each time a Google Form submission is made, the approvers for that particular workflow will receive an email notification in the sequence decided.

{% embed url="<https://youtu.be/bDRUQlxVY98>" %}

#### 1.  Suppose someone fills out the google form and submits it.

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/63358fe0-2f27-49df-83df-16dae4cec6d2/3b8852de-cd09-48fb-8d87-259a6e4a4aca.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=268&#x26;mark-y=335&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zMjgmaD0zNSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 16 screenshot" data-size="original">

#### 2. Approver will now receive a request approval email asking to Approve/Reject Request

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/f0a0adef-fe3d-41e1-a64e-f6c0ff996779/a2895423-0b13-4dac-8271-0d27031444ed.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6563&#x26;fp-y=0.7728&#x26;fp-z=1.6683&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=88&#x26;mark-y=458&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMDI0Jmg9OTUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 17 screenshot" data-size="original">

#### 3. Approver can add comments, Approve the request or open in Dashboard and approve it.

<img src="https://images.tango.us/workflows/50227a71-b409-4731-a188-8a475af55127/steps/35502a32-2800-4497-9cdd-b3be6cf6d3e5/ee48cd0a-8093-4e58-a87c-0a6d9d5b74ab.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4355&#x26;fp-y=0.5229&#x26;fp-z=1.1479&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=145&#x26;mark-y=440&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yMjgmaD02OSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 18 screenshot" data-size="original">

{% hint style="danger" %}
Emails notifications contain unique links for recipients to respond to.&#x20;

**Do not reply or forward them to other users.**&#x20;

The links recipients receive will depend on the role they have been assigned.&#x20;
{% endhint %}

Learn more about [role types and their respective actions](/guides/gsuite-add-on/assigning-roles-to-recipients).&#x20;


# How to use the lookup table?

Lookup tables are a feature where approval emails can be sent depending on a filtering criteria.

{% embed url="<https://youtu.be/uMfWev0tA-g>" %}

Say for example that we want to send emails to managers of different departments depending on the department selected during form-filling by the employee. This can be easily and simply achieved with the help of Lookup Tables.

#### 1. Open your Google form and choose the parameter in which you plan to select emails (Make sure the parameter type is of either Text, Multiple-choice, Time, or Date only for the Lookup feature to work.)&#x20;

Here the parameter is the department, so approval emails shall be sent depending on the department selected by the employee eg if Finance is chosen then the approval shall only be sent to the Finance department manager/managers.

&#x20;

<figure><img src="https://images.tango.us/workflows/26fa25fb-3f76-4e11-88b2-343dcbbc3a33/steps/578e8fb9-ef61-4b88-8bff-7bc30e855548/9d14d2d7-d8b4-48ab-931d-e3707220ca60.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4932&#x26;fp-y=0.5828&#x26;fp-z=1.1664&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=109&#x26;mark-y=51&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz05ODEmaD03MzQmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="" width="563"><figcaption></figcaption></figure>

#### 2. Go to approval section on the add-on and Click 'Add Dynamic Email'

<img src="https://images.tango.us/workflows/26fa25fb-3f76-4e11-88b2-343dcbbc3a33/steps/1686b717-beb3-4a50-aff9-5a9351177039/e3053673-f370-4a10-99ef-0a44f132b1dd.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.7191&#x26;fp-y=0.7190&#x26;fp-z=1.7809&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=597&#x26;mark-y=474&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz01NjAmaD03NSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 2 screenshot" width="563">

#### 3. Select the parameter you plan to filter by ( here it is Department)

make sure that this is also the first column in the lookup table&#x20;

<figure><img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/KSw2hWynTeWVd8kL4XFX/Screenshot%202023-06-03%20161126.png" alt=""><figcaption></figcaption></figure>

#### 4. Now click on Google Sheet.

<figure><img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/bBEpbX5hg3YBroTfwnWZ/tempsnip.png" alt="" width="281"><figcaption></figcaption></figure>

#### 5. Create a new sheet that contains the Data for Lookup and also your email flow.

Remember to add the filter parameter (department here) in column A, and the emails following that.

&#x20;

<figure><img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/qlSbeG5Fozvfxxzaf731/excel.JPG" alt=""><figcaption><p>Step 4 screenshot</p></figcaption></figure>

#### 6. Click on the Lookup Table button

<img src="https://images.tango.us/workflows/26fa25fb-3f76-4e11-88b2-343dcbbc3a33/steps/0f58c997-7a64-4b9d-b114-af7f375fef98/8cc1117b-770d-4ff5-b42f-3f800ec2bc1e.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.8333&#x26;fp-y=0.8329&#x26;fp-z=3.0000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n" alt="Step 5 screenshot" width="563">

#### 7. In the Lookup settings select your lookup sheet (here Organization schema) and select the column with emails where you want the approvals to go. (Here we select Manager 1 Column)

<img src="https://images.tango.us/workflows/26fa25fb-3f76-4e11-88b2-343dcbbc3a33/steps/07586223-c872-4374-906f-b9b00478df15/381911ed-3001-4244-a621-56773b595bdb.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.3933&#x26;fp-y=0.2965&#x26;fp-z=2.0000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=156&#x26;mark-y=261&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz03MjEmaD0zODcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 6 screenshot" width="563">

#### 78 Click on Save and Close

<img src="https://images.tango.us/workflows/26fa25fb-3f76-4e11-88b2-343dcbbc3a33/steps/b6a03536-3248-4bd2-b8ba-dd28410ec539/a0c56e55-c3f5-421b-95d3-2539414683f4.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.3610&#x26;fp-y=0.7421&#x26;fp-z=2.0000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=225&#x26;mark-y=492&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz03MDImaD0xMTImZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 7 screenshot" width="375">

#### 9. You can then repeat this can create multiple levels of dynamic recipients so emails go to the other columns in your sheet.


# Send PDF to the respondent

If you want to provide the respondents with a copy of the form responses and approval status enable the following function.

{% embed url="<https://youtu.be/31ES3X5qkRY>" %}

Steps to enable the Send PDF function in the BoloForms add-on:

**1. Open your Google Form and BoloForms add-on and go to the Settings section.**

<img src="https://images.tango.us/workflows/46780c59-20d7-4197-b227-3fa6759706f9/steps/8d8c8486-9e11-49ed-8783-94245cbcff97/8abfac06-1f8b-4cca-ab8b-0e0df6696e5f.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.8042&#x26;fp-y=0.4992&#x26;fp-z=2.5172&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=863&#x26;mark-y=200&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yOTQmaD0xNTkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 1 screenshot" width="563">

#### 2. Enable 'Send PDF to respondent' option and Click on 'Save Settings'.

<img src="https://images.tango.us/workflows/46780c59-20d7-4197-b227-3fa6759706f9/steps/29abb425-eb5f-4bbe-b885-4b3d3784ea2a/b6b05f93-6264-4d70-8601-b5a648652c4f.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=718&#x26;mark-y=892&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTkmaD0xMDMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 2 screenshot" width="563">

#### **3. Now, whenever someone fills out the Google Form, after the approval of the response, the respondent will receive an email with a PDF of the approval status of the response.**

Below is a sample PDF received by the Respondent

{% file src="/files/a1FzagOfG0KYsXDCfNW2" %}
PDF sent to Respondent
{% endfile %}


# Migrate your Google Forms to BoloForms

Migrate your Google Form to BoloForms and get access to more features and customization options including Multi-Approve/Reject, Integrations, Automation, Reports & Analytics, and many more.

{% embed url="<https://youtu.be/5LqVJggN7jg>" %}

Steps to migrate Google Forms to Boloforms:

**1.  Open your existing Google Form and open the BoloForms add-on.**

![Step 1 screenshot](https://images.tango.us/workflows/9032517f-455f-4f21-ab21-5d1a941932f7/steps/8fa61a85-f0e1-4297-96b7-6d63db36f306/5120bbf6-b6bd-43ee-9e71-3c2894b242c4.png?crop=focalpoint\&fit=crop\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

#### 2. Click on Settings.

![Step 2 screenshot](https://images.tango.us/workflows/9032517f-455f-4f21-ab21-5d1a941932f7/steps/f57d9f7a-57ea-4ae8-8400-d40588cdd064/6eeb4f6e-bea2-4ba9-8a2a-d442a665486a.png?crop=focalpoint\&fit=crop\&fp-x=0.8078\&fp-y=0.4297\&fp-z=2.5172\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=869\&mark-y=351\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yOTQmaD0xNTkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 3. Click on Migrate to BoloForms.

![Step 3 screenshot](https://images.tango.us/workflows/9032517f-455f-4f21-ab21-5d1a941932f7/steps/b579f72a-74c9-4f90-a214-0a337cbdf4b9/48b82e5e-7f50-4529-a178-1fb0b4a4ff07.png?crop=focalpoint\&fit=crop\&fp-x=0.7675\&fp-y=0.7720\&fp-z=2.1506\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=488\&mark-y=530\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00MjYmaD05MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 4. read all the instructions and click on 'Yes, Migrate'.

![Step 4 screenshot](https://images.tango.us/workflows/9032517f-455f-4f21-ab21-5d1a941932f7/steps/0b1bb5c0-3211-4182-a060-cf766c582a90/671f3f2b-14eb-4479-a01d-1ebfa8dea194.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=84\&mark-y=552\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yNjUmaD04OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 5. And Done! your Google Form is now migrated to the BoloForms Forms. You can visit the Dashboard and get access to more features and customization options.

![Step 5 screenshot](https://images.tango.us/workflows/9032517f-455f-4f21-ab21-5d1a941932f7/steps/66664a53-60f1-46a1-8691-1c8ffb87ea73/ed26d064-320d-4975-b939-7f4a4a5f5b3a.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=115\&mark-y=490\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDA4Jmg9NjAwJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)


# BoloForms Dashboard

The BoloFroms Dashboard is the command center for your operations, you can create, edit, analyze forms, and manage workflows, and much more!

Check out the Dashboard ➡️ <https://approval-dashboard.boloforms.com/forms>


# Static and Dynamic Recipients

Where you can choose whether a fixed recipient or a dynamically changing recipient based on the users entry shall receive requests for approval.

{% embed url="<https://youtu.be/F4gze9jfvZk>" %}
Static Recipients
{% endembed %}

#### Alternate/Multiple Recipients

By clicking on the receiver's email in the workflow card, you can add multiple emails where  the request can be sent&#x20;

![](https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/YjsZWBob9YMcHZsPIFx5/Screenshot%202023-06-03%20at%2011.56.41%20AM.png)

<details>

<summary>Static Recipients</summary>

/

Static Recipients mean that only the selected recipients will receive approval or other kinds of requests. This will be the same for all applicants. \
\
Here <bolo@boloforms.com> will only receive an approval email when the form is filled.

<img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/Frd8UryBEuz01klTLFfd/Screenshot%202023-06-02%20at%203.51.32%20PM.png" alt="" data-size="original">

Static Recipients can be created by clicking on the "Add Static Recipient button" on the Edit Workflow page

![](https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/HgS5ToreAFfqUJe2HrTf/Screenshot%202023-06-02%20at%203.55.59%20PM.png)

</details>

<details>

<summary>Dynamic Recipients</summary>

Dynamic Recipients; as the name suggests, mean that approval requests are sent dynamically based on the entry in the form. \
\
To select the recipient; make sure that there is a section in the form that asks for the email where you want the request to be sent. \
Here that would be the "Managers Email"

<img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/Nk2XGCoQAWEFFMhbLUcq/Screenshot%202023-06-02%20at%203.58.44%20PM.png" alt="" data-size="original">

Dynamic Recipients can be created by clicking on the "Add Dynamic Redceipient Button" on the Edit Workflow page

<img src="https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/HgS5ToreAFfqUJe2HrTf/Screenshot%202023-06-02%20at%203.55.59%20PM.png" alt="" data-size="original">

</details>


# Lookup Tables

Lookup tables are a feature where approval emails can be sent depending on a filtering criteria.

Say for example that we want to send emails to managers of different departments depending on the department of the form-filling employee. This can be easily and simply achieved with the help of Lookup Tables.<br>

{% embed url="<https://youtu.be/ZqTtjaeAUgM>" %}
Lookup Tables
{% endembed %}

***

#### 1. In the Form editor, make sure there is a parameter from which you plan to select emails

Here it is a department, so approval emails shall be sent depending on the department selected by the employee eg if IT is chosen then the approval shall only be sent to the IT department manager/managers.

Remember to save your work.

&#x20;![Step 1 screenshot](https://images.tango.us/workflows/9c7f7bf1-460d-4410-a4a9-1643b6569767/steps/66265d75-1038-4dec-af0d-ca5a4e2198e1/f9da6d0f-9875-4397-9113-99089c79a9ce.png?crop=focalpoint\&fit=crop\&fp-x=0.4446\&fp-y=0.5302\&fp-z=1.1334\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=155\&mark-y=140\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz04ODkmaD02NDgmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 2. Go to Edit Workflow

![Step 2 screenshot](https://images.tango.us/workflows/9c7f7bf1-460d-4410-a4a9-1643b6569767/steps/4e26f817-ba06-4664-a636-82fd02b4cdd8/b24c7039-6d1d-4af9-bece-87b43b7c69d1.png?crop=focalpoint\&fit=crop\&fp-x=0.5136\&fp-y=0.0308\&fp-z=2.8048\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=548\&mark-y=7\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMDUmaD0xNDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 3. Click on Add Dynamic Recipient

![Step 3 screenshot](https://images.tango.us/workflows/9c7f7bf1-460d-4410-a4a9-1643b6569767/steps/586abd99-89e6-4cb1-a8e3-7ca0933af43d/c8e3697e-d54c-4100-a3da-d2053264150f.png?crop=focalpoint\&fit=crop\&fp-x=0.6688\&fp-y=0.1746\&fp-z=2.4188\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=361\&mark-y=311\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00NzcmaD0xNjQmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 4. Select the parameter you plan to filter by ( here it is Department)

make sure that this is also the first column in the lookup table ![Step 4 screenshot](https://images.tango.us/workflows/9c7f7bf1-460d-4410-a4a9-1643b6569767/steps/fe47125c-5cbb-4d73-bcd5-bce1a9752a1c/0b8c2c88-2158-4e72-8cb7-22533f7cc5df.png?crop=focalpoint\&fit=crop\&fp-x=0.7174\&fp-y=0.1382\&fp-z=1.8623\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=32\&mark-y=198\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTM3Jmg9ODMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 5. Click on the Lookup Table Icon

![Step 5 screenshot](https://images.tango.us/workflows/9c7f7bf1-460d-4410-a4a9-1643b6569767/steps/3c5e2511-8c67-4d98-8cc5-4be10ce0e98e/fa1f2d94-ff79-429d-94d9-4ef4b4869f64.png?crop=focalpoint\&fit=crop\&fp-x=0.5039\&fp-y=0.6784\&fp-z=2.8633\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=526\&mark-y=391\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xNDcmaD0xNDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 6. Click on Enable Lookup

![Step 6 screenshot](https://images.tango.us/workflows/9c7f7bf1-460d-4410-a4a9-1643b6569767/steps/5037bda1-4325-4942-aa2e-d772b2d8a1eb/024bbbce-72ae-4055-b905-3422923a0477.png?crop=focalpoint\&fit=crop\&fp-x=0.7155\&fp-y=0.2224\&fp-z=1.8324\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=26\&mark-y=332\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTQ5Jmg9OTQmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 7. Click on Edit Lookup Sheet

![Step 7 screenshot](https://images.tango.us/workflows/9c7f7bf1-460d-4410-a4a9-1643b6569767/steps/69c2b6dc-9381-47c1-b0a1-fb23e85cd2d0/22074e62-f974-4ce2-8c0c-642003cab912.png?crop=focalpoint\&fit=crop\&fp-x=0.5185\&fp-y=0.2651\&fp-z=2.3342\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=420\&mark-y=432\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0zNjAmaD02NSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 8. Create your email flow.

Remember to add the filter parameter ( department here) in column A, and the emails following that.

&#x20;![Step 8 screenshot](https://images.tango.us/workflows/9c7f7bf1-460d-4410-a4a9-1643b6569767/steps/004250ca-78eb-4bc4-9fd1-364e3b3428c6/0e52cf7b-d84b-4824-8300-63d982f764f3.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

#### 9. In the Lookup settings Sheet1 for lookup and select the first

![Step 9 screenshot](https://images.tango.us/workflows/9c7f7bf1-460d-4410-a4a9-1643b6569767/steps/339dc1cd-23ed-4174-bf31-d8f1935e700e/8b45e4c8-36ac-404f-b051-96b321b1dc4d.png?crop=focalpoint\&fit=crop\&fp-x=0.7174\&fp-y=0.4253\&fp-z=1.8623\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=32\&mark-y=435\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTM3Jmg9NTkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 10. In the Lookup settings select Sheet1 for lookup and select the column with emails where you want the approvals to go

![Step 10 screenshot](https://images.tango.us/workflows/9c7f7bf1-460d-4410-a4a9-1643b6569767/steps/058e4a80-c2d1-4b46-a25e-df83af9abce9/bfe13865-6787-428d-9d13-68305094a5f0.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

#### 11. You can then repeat this can create multiple levels of dynamic recipients so emails go to the other columns in your sheet.

in the example it would be Manager 2, then Manager 3, and then a Notification to the Finance Department

***


# Conditions

Conditions are based on Boolean logic; if a condition is met then an email for approval will be sent to the required approver.

The Basic commands for conditions are:

* equal to(=): Checks if two values are exactly the same.
* not equal to(!=): Determines if two values are different from each other
* greater than(>): Compares if one value is larger than another
* less than(<): Compares if one value is smaller than another
* greater than equal to(>=): Checks if one value is either larger than or equal to another
* less than equal to (<=): Determines if one value is either smaller than or equal to another
* contains: Checks, if a certain value or substring is present within a larger value or string.
* does not contain: Determines if a certain value or substring is not present within a larger value or string

### The And/Or Operator

AND: Evaluates as true only if all the conditions being compared are true.&#x20;

OR: Evaluates as true if at least one of the conditions being compared is true.

![](https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/lOCHDToAs7N25jSxw0sv/Screenshot%202023-06-03%20at%2011.32.06%20AM.png)


# Conditions for Approval

{% hint style="info" %}
If the following conditions are 'true', we will send an approval request email/message to this recipient. If you do not add any condition, by default it is true hence email/message will be sent to the recipient for approval.
{% endhint %}

{% embed url="<https://youtu.be/Wd2eZJfZ8gE>" %}
Conditions for Approval
{% endembed %}

#### 1. In the Workflow editor, click on the Conditions button for the recipient you want to apply conditionality to.

![Step 1 screenshot](https://images.tango.us/workflows/f7019e03-5015-4121-9382-47048bab505c/steps/17bd9aa8-413f-4721-b1a6-8b160467cef4/f4bc8b9c-8947-4372-a9cd-209ea9f1d07f.png?crop=focalpoint\&fit=crop\&fp-x=0.5039\&fp-y=0.4246\&fp-z=2.8147\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=528\&mark-y=392\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xNDUmaD0xNDUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 2. Click on Add Condition

![Step 2 screenshot](https://images.tango.us/workflows/f7019e03-5015-4121-9382-47048bab505c/steps/53336452-3094-48e5-bde5-e3d7736f6532/12e49cdd-1bf1-4687-9b76-f5ef7261c535.png?crop=focalpoint\&fit=crop\&fp-x=0.7174\&fp-y=0.2337\&fp-z=1.8195\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=17\&mark-y=353\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTY2Jmg9ODUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 3. Select the required [condition](/guides/boloforms-dashboard/conditions) and enter the value you want

Don't forget to save!

&#x20;![Step 3 screenshot](https://images.tango.us/workflows/f7019e03-5015-4121-9382-47048bab505c/steps/4d4a7095-1d18-4c88-843d-5f037fd805fe/6be396d5-24a9-49d2-baf8-57473ad2145b.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=360\&mark-y=344\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNDAmaD0zNTMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)


# Conditions for Auto-Approval

{% hint style="info" %}
If the following conditions are 'true', will auto approve and send a confirmation email/message to the recipient.
{% endhint %}

{% embed url="<https://youtu.be/ffXoUY_x5TI>" %}
Auto-Approvals
{% endembed %}

#### 1. In the Workflow editor, click on the Conditions button for the recipient you want to apply conditionality to.

![Step 1 screenshot](https://images.tango.us/workflows/f7019e03-5015-4121-9382-47048bab505c/steps/17bd9aa8-413f-4721-b1a6-8b160467cef4/f4bc8b9c-8947-4372-a9cd-209ea9f1d07f.png?crop=focalpoint\&fit=crop\&fp-x=0.5039\&fp-y=0.4246\&fp-z=2.8147\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=528\&mark-y=392\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xNDUmaD0xNDUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 2. Click on Add Condition

![Step 2 screenshot](https://images.tango.us/workflows/f7019e03-5015-4121-9382-47048bab505c/steps/988ae261-55e5-4545-8f1f-accb48d573aa/fa7999e9-39fc-49cb-9f03-011d56206395.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=34\&mark-y=348\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMTM5Jmg9NjcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 3. Select the required [condition](/guides/boloforms-dashboard/conditions) and enter the value you want

Don't forget to save!

&#x20;![Step 3 screenshot](https://images.tango.us/workflows/f7019e03-5015-4121-9382-47048bab505c/steps/1fb29cbe-bef4-466a-be4e-15d44b4f5021/0d45e858-e943-46ca-a983-dfddc3a7487e.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=356\&mark-y=348\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zMzgmaD0zNTUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

***


# Multi-Approve/Reject

{% embed url="<https://youtu.be/JeqRfnr3XYU>" %}

#### 1. Open the Responses of the form where you have multi-approve/reject

![Step 1 screenshot](https://images.tango.us/workflows/5cd7b087-8f26-4722-9de5-902150d9945e/steps/a392c1a7-714a-4b27-b711-fdd2f5e4b9b2/9e91ea2e-168b-479b-98a6-753ee25eb53b.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=880\&mark-y=172\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNTMmaD01NCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 2. The responses should show in-progress, here you can view individual responses and other details

![Step 2 screenshot](https://images.tango.us/workflows/5cd7b087-8f26-4722-9de5-902150d9945e/steps/1b531a59-c2fe-4cb8-9f8d-b0863db69ff3/9f841664-343b-495a-bb3b-58c4b4f65380.png?crop=focalpoint\&fit=crop\&fp-x=0.5365\&fp-y=0.5455\&fp-z=1.1102\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=17\&mark-y=19\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTY1Jmg9ODkxJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 3. Click on options

![Step 3 screenshot](https://images.tango.us/workflows/5cd7b087-8f26-4722-9de5-902150d9945e/steps/62d1e46b-4d3e-4ae2-adc8-c87b2262d8ad/f3d75e6d-2dee-45d5-acd3-e93349603167.png?crop=focalpoint\&fit=crop\&fp-x=0.5652\&fp-y=0.1432\&fp-z=2.7755\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=503\&mark-y=292\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xOTQmaD0xNTYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 4. Open Multi Approve/Reject

![Step 4 screenshot](https://images.tango.us/workflows/5cd7b087-8f26-4722-9de5-902150d9945e/steps/62222308-7f7d-4faf-8c4c-70c0ffd4f688/a7ef7440-6950-4eb4-9f70-c32910d42865.png?crop=focalpoint\&fit=crop\&fp-x=0.6839\&fp-y=0.2726\&fp-z=2.3796\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=303\&mark-y=426\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz01OTQmaD03OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 5. Select the responses you want, or select all by clicking the top check-box

![Step 5 screenshot](https://images.tango.us/workflows/5cd7b087-8f26-4722-9de5-902150d9945e/steps/9556f932-7275-4c7f-8d52-68c097ef72cd/945612dd-1297-4531-a13a-f10b6719fafe.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=30\&mark-y=17\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zMSZoPTMxJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 6. Approve/Reject

![Step 6 screenshot](https://images.tango.us/workflows/5cd7b087-8f26-4722-9de5-902150d9945e/steps/8ac6de2f-c052-4377-822a-2d14b004d5c0/19145724-1bd5-4b03-a759-62e4a9c16794.png?crop=focalpoint\&fit=crop\&fp-x=0.1459\&fp-y=0.5333\&fp-z=2.5933\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=321\&mark-y=412\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yNjYmaD0xMDYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 7. Add comments and finalize

![Step 7 screenshot](https://images.tango.us/workflows/5cd7b087-8f26-4722-9de5-902150d9945e/steps/4875fb3e-b97a-48c5-b86b-7c9d0e990d96/b91d84ee-0129-41fd-8171-f37a06671f34.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=-5\&mark-y=-5\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMjA5Jmg9OTM5JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

***


# Customized Branding

{% embed url="<https://youtu.be/pHmqxlaQwbo>" %}

### [Go to the Boloforms dashboard](https://approval-dashboard.boloforms.com/forms)

#### 1. Click on Settings

![Step 1 screenshot](https://images.tango.us/workflows/010a0334-86e9-4db6-a1f4-31987671d15f/steps/01121002-384d-45d9-a95e-90c943539b1b/6f238cac-23ba-40f9-86ed-4e88956f1414.png?crop=focalpoint\&fit=crop\&fp-x=0.0428\&fp-y=0.4384\&fp-z=2.7755\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=65\&mark-y=387\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xNTYmaD0xNTYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 2. Click on Branding…

![Step 2 screenshot](https://images.tango.us/workflows/010a0334-86e9-4db6-a1f4-31987671d15f/steps/0f1bebcc-72a2-431f-8987-68c0ffb1609f/65f811ab-9307-415e-a0f3-c4aee3e59814.png?crop=focalpoint\&fit=crop\&fp-x=0.3132\&fp-y=0.3153\&fp-z=1.4350\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=198\&mark-y=298\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz02ODMmaD0yNDUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 3. Upload your Organization's own logo and name for customized forms and PDF's

![Step 3 screenshot](https://images.tango.us/workflows/010a0334-86e9-4db6-a1f4-31987671d15f/steps/c4044982-5319-449f-abcf-f5debca9daec/f4133799-4c5d-44dc-a9e8-69781b20915c.png?crop=focalpoint\&fit=crop\&fp-x=0.5365\&fp-y=0.4937\&fp-z=1.1297\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=28\&mark-y=76\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTQzJmg9Nzc4JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

***


# Multiple-Stages and Stage Overview

{% embed url="<https://youtu.be/wtK-UPUTLr0>" %}

#### 1. Go to the Approval Flow of your form

![Step 1 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/4d19ad63-0483-4768-8ff6-d786049eed02/5c9c2f37-7605-45de-acdd-d3bc057be415.png?crop=focalpoint\&fit=crop\&fp-x=0.5440\&fp-y=0.5550\&fp-z=1.1102\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=7\&mark-y=36\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTg1Jmg9ODY5JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 2. Click on Add Stage

![Step 2 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/a6d8872c-8848-4ce5-bcb8-20965f8c3fe1/1e36c55f-894e-4900-b2bc-b99609964801.png?crop=focalpoint\&fit=crop\&fp-x=0.1785\&fp-y=0.2622\&fp-z=2.5739\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=415\&mark-y=416\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yNzMmaD05OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 3. Click on Edit Stage to customize stage name, add description and change color

![Step 3 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/d40b28a5-8ea6-4c32-9f48-f9d22a49c7e4/cec4e537-e984-4b86-8370-c9349f6eaf48.png?crop=focalpoint\&fit=crop\&fp-x=0.5005\&fp-y=0.5016\&fp-z=1.2858\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=171\&mark-y=172\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz04NTkmaD01ODUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 4. The highlighted color along the boundary of the approval flow card relates to the stage that approval is in

![Step 4 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/bcf68bac-b804-43f7-a12f-19d8d17ecc30/8d076d87-52d7-4b80-88d0-b71c80742fc5.png?crop=focalpoint\&fit=crop\&fp-x=0.5868\&fp-y=0.3480\&fp-z=1.7219\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=254\&mark-y=259\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz02OTImaD00MTImZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 5. Make sure the stage is selected where you want to add approvals to, add the required receipients.

![Step 5 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/14bd4e69-11dd-44b9-8948-6ad7966fe376/969616b4-9b6e-4820-b25e-eb3d120bbe40.png?crop=focalpoint\&fit=crop\&fp-x=0.5083\&fp-y=0.1746\&fp-z=2.1533\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=388\&mark-y=276\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00MjUmaD0xNDYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 6. Go to Stage Overview to see a detailed easy to understand process flowchart

![Step 6 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/0f4018d1-3f48-4996-9526-41285cbb5ee7/dab8a64f-c8f4-4fcc-bff9-fe97f27442eb.png?crop=focalpoint\&fit=crop\&fp-x=0.8419\&fp-y=0.1633\&fp-z=2.7755\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=426\&mark-y=343\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00OTYmaD0xNTYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 7. Here, the flow of approvals within and between stages is visible

![Step 7 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/72939f66-636f-41d2-b3de-f7571884f339/d6ae2645-cfa4-43c6-b818-60f6a6147e7f.png?crop=focalpoint\&fit=crop\&fp-x=0.4995\&fp-y=0.5587\&fp-z=1.0642\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=39\&mark-y=75\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTIyJmg9ODM1JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

***


# Add Collaborators

{% embed url="<https://youtu.be/HBPmexd7DV8>" %}

### In the [Dashboard](https://approval-dashboard.boloforms.com/forms)

#### 1. Click on Settings

![Step 1 screenshot](https://images.tango.us/workflows/7158fa57-d75c-4f6e-9f74-2365a687e4fa/steps/565425e1-1082-4806-b1f8-a44fb7cad278/88dbde90-3398-4046-bc1b-c4f791f3ec83.png?crop=focalpoint\&fit=crop\&fp-x=0.0428\&fp-y=0.4384\&fp-z=2.7755\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=65\&mark-y=387\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xNTYmaD0xNTYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 2. Click on Collaborators & Team…

![Step 2 screenshot](https://images.tango.us/workflows/7158fa57-d75c-4f6e-9f74-2365a687e4fa/steps/755bc42a-f8a4-4491-8b5b-81dd40744631/6265210f-6eff-4a49-8011-9c3c72186efc.png?crop=focalpoint\&fit=crop\&fp-x=0.7179\&fp-y=0.3153\&fp-z=2.0686\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=107\&mark-y=288\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz05ODUmaD0zNTMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 3. Click on Add Collaborator

![Step 3 screenshot](https://images.tango.us/workflows/7158fa57-d75c-4f6e-9f74-2365a687e4fa/steps/2b475842-41ac-4b5b-ba4f-8ceff33fd07b/bbe01682-529a-4ef8-81be-b49f7e55ab72.png?crop=focalpoint\&fit=crop\&fp-x=0.5438\&fp-y=0.4849\&fp-z=2.1854\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=393\&mark-y=403\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00MTMmaD0xMjImZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 4. Add the email of your collaborator

![Step 4 screenshot](https://images.tango.us/workflows/7158fa57-d75c-4f6e-9f74-2365a687e4fa/steps/4e030445-07de-4a5c-ac9a-f2e1e6074d89/205406bf-5992-4825-906c-c688b731dee1.png?crop=focalpoint\&fit=crop\&fp-x=0.4998\&fp-y=0.4177\&fp-z=1.2560\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=154\&mark-y=433\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz04OTImaD02MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 5. Select the user permissions for your collaborator

![Step 5 screenshot](https://images.tango.us/workflows/7158fa57-d75c-4f6e-9f74-2365a687e4fa/steps/146b83e9-2cad-44d0-a967-3bc19a6d449b/14732560-629d-43ae-82f9-2d160397c44c.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

#### 6. Select what forms you want to give access to (could be All or a specific one)

![Step 6 screenshot](https://images.tango.us/workflows/7158fa57-d75c-4f6e-9f74-2365a687e4fa/steps/20fede77-a9d4-481f-b6bc-704acc668cc0/2a32c920-1ca5-4d06-a37a-e51a3dc37302.png?crop=focalpoint\&fit=crop\&fp-x=0.4757\&fp-y=0.3555\&fp-z=1.2629\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=195\&mark-y=391\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz04MTEmaD01MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 7. Click on Add Collaborator

![Step 7 screenshot](https://images.tango.us/workflows/7158fa57-d75c-4f6e-9f74-2365a687e4fa/steps/2efcd260-c618-47e6-96d3-6e8e9b7cccba/81cf6305-7a17-455d-a087-d8fc2cec86a1.png?crop=focalpoint\&fit=crop\&fp-x=0.2816\&fp-y=0.6985\&fp-z=2.1994\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=396\&mark-y=408\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00MDgmaD0xMTMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

***


# Deleting Responses

### Go to the [Dashboard](https://approval-dashboard.boloforms.com/forms)

#### 1. Click on Responses

![Step 1 screenshot](https://images.tango.us/workflows/533c9a6d-5105-4249-941e-ea6753678798/steps/eec1cc27-b539-4447-a665-ab9ef0c30b5d/c2398bef-d019-4735-a4df-11f14bdd1076.png?crop=focalpoint\&fit=crop\&fp-x=0.8429\&fp-y=0.3015\&fp-z=2.7949\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=459\&mark-y=390\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00MjcmaD0xNTAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 2. Open Settings

![Step 2 screenshot](https://images.tango.us/workflows/533c9a6d-5105-4249-941e-ea6753678798/steps/7a7d61e8-f03c-475f-b9be-a450bde2b74e/0c09bbac-1ce3-43c4-a1ea-226a6bbcfe6e.png?crop=focalpoint\&fit=crop\&fp-x=0.5652\&fp-y=0.1432\&fp-z=2.7755\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=503\&mark-y=292\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xOTQmaD0xNTYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 3. Click on Delete Responses

![Step 3 screenshot](https://images.tango.us/workflows/533c9a6d-5105-4249-941e-ea6753678798/steps/b624d01c-d230-49c4-a807-2cedd3c2ab5d/54ffbfe4-2af3-4a44-a327-6742a8196387.png?crop=focalpoint\&fit=crop\&fp-x=0.6858\&fp-y=0.3379\&fp-z=2.1597\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=214\&mark-y=389\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz03NzEmaD0xNTEmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 4. Select the Responses you want to delete

![Step 4 screenshot](https://images.tango.us/workflows/533c9a6d-5105-4249-941e-ea6753678798/steps/fa819140-3bb3-41f9-8997-9eaeeb3da05a/c601534d-92e0-4708-8768-85033fcd5a9f.png?crop=focalpoint\&fit=crop\&fp-x=0.1187\&fp-y=0.2261\&fp-z=3.0289\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=389\&mark-y=422\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz04NSZoPTg1JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 5. Click on Delete

![Step 5 screenshot](https://images.tango.us/workflows/533c9a6d-5105-4249-941e-ea6753678798/steps/59ab8175-c4d3-40d1-8a13-2c7cb12b3de5/e4017a22-3c2c-410b-8f28-01b834d6bc4f.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=144\&mark-y=341\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNDEmaD00NCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

***


# Types of Questions

Questions can be created inside forms, click on the + (Create) Button on the top left of the dashboard to create a new form.

{% embed url="<https://youtu.be/a_xF-376KXk>" %}

{% hint style="info" %}
The Email question is required in all forms and can't be deleted or made optional
{% endhint %}

* **Short Answer Question**: This is a question for short-form answers not longer than 70 characters.\
  Options can be selected in the dropdown box to specify the type of desired data wanted as the answer to the question.\
  ![](https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/L6zqh5m6WRP3uqQOtOCX/Screenshot%202023-06-05%20at%2011.45.31%20AM.png)
* **Long Text Question:** This is designed for longer forms of answers.
* **Check Box(Multiple Answer):** A checkbox-type question will give a multiple-choice answer option, where a responder can select the desired boxes. Multiple boxes can be selected with Check Box
* **Radio Group(Single Answer):** In a RadioGroup-type question, only one answer/option may be selected by a user.&#x20;
* **DropDown:** Answers/Options are presented in a drop-down clickable box. Only one answer/option may be selected.
* **File Upload:** This will create a draggable/clickable space where a user can upload a file not exceeding 5MB. \
  To allow the user to upload multiple files, turn on the "Multiple Files" button of the question in the Editor View.
* **Date:** Here, a user is able to select a date in a calendar view.
* **Time:** Here a user is able to select a time of day. In the (Hours/ Minutes/ (AM/PM)) format.
* **Signature:** Creates a drawable box where a user can enter a signature. This will work with a mouse/touchscreen


# Prefill

Prefill is a function where a predefined set of questions can be auto-filled based on a question. eg. Based on the employee ID, his name, email, department, and age can be auto-filled in the form.

{% embed url="<https://youtu.be/qcjGlewKDJE>" %}

**In the Form Editor**

#### 1. In the form editor Click on Prefill Settings

![Step 1 screenshot](https://images.tango.us/workflows/37776416-0cab-4b4a-9b52-1fd6ee9eb486/steps/145668c8-ca36-4cde-afd0-49381eda0f3f/d087ecdc-7d6a-41cd-abbd-aa0116d96088.png?crop=focalpoint\&fit=crop\&fp-x=0.8920\&fp-y=0.0314\&fp-z=2.7949\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=763\&mark-y=7\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xNTAmaD0xNTAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 2. Select the preferred Prefill Source

#### 3. After Selecting Google Sheets, Select prefill-\[boloforms]

![Step 3 screenshot](https://images.tango.us/workflows/37776416-0cab-4b4a-9b52-1fd6ee9eb486/steps/03150c0b-783b-4484-b63f-11fe5c9bbb2d/972ff2f0-f627-4f62-9dd5-37b2dc6df0d3.png?crop=focalpoint\&fit=crop\&fp-x=0.7305\&fp-y=0.1840\&fp-z=2.6495\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=257\&mark-y=411\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz02ODcmaD04NCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 4. Click on Edit Sheet

![Step 4 screenshot](https://images.tango.us/workflows/37776416-0cab-4b4a-9b52-1fd6ee9eb486/steps/c3779e6d-59fa-45ec-9362-4c4f83b68c07/6d17aa46-e21c-46a6-9766-9f9ea1af8dcf.png?crop=focalpoint\&fit=crop\&fp-x=0.6454\&fp-y=0.2224\&fp-z=2.6813\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=483\&mark-y=427\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yMzUmaD03NSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 5. Create/Upload the details you want to be prefilled, make sure to a parameter by which you want other details to be prefilled

![Step 5 screenshot](https://images.tango.us/workflows/37776416-0cab-4b4a-9b52-1fd6ee9eb486/steps/4d86b522-c15c-430c-b147-df2776c2dfbe/9c5a33cb-909f-423a-95e4-0c0772e5e25f.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

#### 6. Click on Sync Data

![Step 6 screenshot](https://images.tango.us/workflows/37776416-0cab-4b4a-9b52-1fd6ee9eb486/steps/09c09faa-e977-4c49-b49a-43701120e0ee/b5dbaaa1-bf1c-44f2-b328-93b2fe679fa5.png?crop=focalpoint\&fit=crop\&fp-x=0.8998\&fp-y=0.1840\&fp-z=2.8247\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=666\&mark-y=394\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0zODkmaD0xNDImZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 7. Select the Trigger question, which will trigger the prefill. This is the parameter by which other details will be prefilled. This is taken from the form.

Make sure the parameter is also an input in the form and match it to the Answer Column ( Google Sheet Column) ![Step 7 screenshot](https://images.tango.us/workflows/37776416-0cab-4b4a-9b52-1fd6ee9eb486/steps/9fd9a878-e78b-4364-8163-cbc9cb8867f8/c63b1d3e-99de-440e-ba17-005d1909e4bf.png?crop=focalpoint\&fit=crop\&fp-x=0.7840\&fp-y=0.4428\&fp-z=2.6427\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=85\&mark-y=423\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMDMwJmg9ODMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 8. Click on Refresh Columns to refresh changes in Google Sheets

![Step 8 screenshot](https://images.tango.us/workflows/37776416-0cab-4b4a-9b52-1fd6ee9eb486/steps/5dbc2cc9-92a8-4c93-8157-8334445dfda5/b891e399-5441-48ac-b283-df9b0baf6491.png?crop=focalpoint\&fit=crop\&fp-x=0.9027\&fp-y=0.4001\&fp-z=2.9503\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=652\&mark-y=411\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00MDYmaD0xMDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 9. Map the rest of the questions with columns in the Google Sheet

![Step 9 screenshot](https://images.tango.us/workflows/37776416-0cab-4b4a-9b52-1fd6ee9eb486/steps/9af1fdc3-14a8-4dd2-a663-0e4687917d3d/324a4bf6-4116-4b99-bfdc-184b5f94b1fd.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

#### 10. Remember to Save

![Step 10 screenshot](https://images.tango.us/workflows/37776416-0cab-4b4a-9b52-1fd6ee9eb486/steps/04d70ad1-f7fe-48d8-934f-55959c293e90/92748aa7-52a2-499a-a0e1-0c9bdbb12b64.png?crop=focalpoint\&fit=crop\&fp-x=0.4883\&fp-y=0.0308\&fp-z=2.4807\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=447\&mark-y=6\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0zMDcmaD0xMzAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

***


# Themes

{% embed url="<https://youtu.be/Wkxh5g9PfiE>" %}

**Head to the Form Editor**

1. **Click on the Theme Settings Button next to Save**\
   &#x20;![](https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/KzzQjWvCGsIpLEfWV0HT/Screenshot%202023-06-05%20at%201.07.14%20PM.png)
2. **To change the theme template, click on Theme Template: you can choose from Classic and Notion Theme**\
   &#x20;![](https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/7ziO2rhHzJF9bs2oXIpn/Screenshot%202023-06-05%20at%201.07.25%20PM.png)
3. **There are multiple options available to change the Font of the form** ![](https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/LiOTVwE0hO9aVeMYfMff/Screenshot%202023-06-05%20at%201.07.32%20PM.png)
4. **Click on the Color Box under the Accent Color heading to view the color selector to change the accent color**\
   &#x20;![](https://content.gitbook.com/content/YQgVp04bIlMX7q5LIuGR/blobs/pZCDOqVy64lQUNxqRDZo/Screenshot%202023-06-05%20at%201.07.38%20PM.png)<br>


# Email Settings

Change how your Approval Request Emails are viewed as, use your organisation email or any other email of your preference

{% hint style="info" %}
This feature is only available to [Growth Plan Users](https://approval-dashboard.boloforms.com/billings)
{% endhint %}

### [Dashboard](https://approval-dashboard.boloforms.com/forms)

Go to <https://approval-dashboard.boloforms.com/forms>

#### 1. Click on Settings

![Step 1 screenshot](https://images.tango.us/workflows/6c1b197e-efb4-484b-821e-f1b1a5b3c5f1/steps/3df4288c-d521-49e4-8b5a-a6a83f92c026/51b2a43f-44d8-4ee2-b90e-9aab2d85e520.png?crop=focalpoint\&fit=crop\&fp-x=0.0428\&fp-y=0.4384\&fp-z=2.7755\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=65\&mark-y=387\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xNTYmaD0xNTYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 2. Click on Email Settings…

![Step 2 screenshot](https://images.tango.us/workflows/6c1b197e-efb4-484b-821e-f1b1a5b3c5f1/steps/e027942f-d312-4cd7-976a-47d27bbaf7f3/f017fdb7-0f5a-45dc-9a3b-06d775e4a28a.png?crop=focalpoint\&fit=crop\&fp-x=0.3132\&fp-y=0.7023\&fp-z=1.4350\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=198\&mark-y=410\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz02ODMmaD0yNDUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 3. Select the email through which you want notifications sent

![Step 3 screenshot](https://images.tango.us/workflows/6c1b197e-efb4-484b-821e-f1b1a5b3c5f1/steps/eced8c91-f75d-4bec-835e-d6dfbd206d4d/b13c1180-eccd-4799-9d34-2a5fdb3083a9.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

#### 4. Click on Edit to edit these

![Step 4 screenshot](https://images.tango.us/workflows/6c1b197e-efb4-484b-821e-f1b1a5b3c5f1/steps/03ff5479-0a81-4ce2-9737-b6297371f055/c2a0eb1e-f52a-42c2-a359-cea95595b7a4.png?crop=focalpoint\&fit=crop\&fp-x=0.1474\&fp-y=0.6018\&fp-z=2.7384\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=377\&mark-y=391\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yMTQmaD0xNDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 5. Select your organization's Name and Email, so it creates a custom sender which appears in the approvers/appliers' email.

Click on Update to Save these settings \
![Step 5 screenshot](https://images.tango.us/workflows/6c1b197e-efb4-484b-821e-f1b1a5b3c5f1/steps/56014ffd-7339-4cec-b7c2-68c1f1824eb3/072e6219-bd2d-4efd-877e-86646bbaeb36.png?crop=focalpoint\&fit=crop\&fp-x=0.2612\&fp-y=0.4265\&fp-z=1.6981\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=238\&mark-y=416\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz01ODkmaD05NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

***


# Types of Account View

There are multiple types of views available in the Dashboard for an account.

There are 4 kinds of Views visible from an account&#x20;

* **Owner View:** This shows all the forms that you have created.
* **Collaborator View:** This shows all the forms you have collaborated in.
* **Approver View:** This shows all the forms that you have approval permissions in.
* **Requester View:** This shows all the forms in which you have filled.

***

### [Dashboard](https://approval-dashboard.boloforms.com/forms)

Go to <https://approval-dashboard.boloforms.com/forms>

#### 1. Click on your Profile

![Step 1 screenshot](https://images.tango.us/workflows/db7db47a-b878-40fc-9f96-55177b2879b2/steps/52c3d1f9-cc14-474c-bc14-676ed2273118/0124ea15-776f-421c-8959-0afca62dd1e2.png?crop=focalpoint\&fit=crop\&fp-x=0.9244\&fp-y=0.0295\&fp-z=2.9835\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=740\&mark-y=33\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0zNzgmaD05OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 2. Select the View you want to see

![Step 2 screenshot](https://images.tango.us/workflows/db7db47a-b878-40fc-9f96-55177b2879b2/steps/6d8fbcc1-9618-4c5d-b9e4-15d8657fa5c3/4916db70-6fcf-4349-8be0-aaac5c7d2e36.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

#### 3. Owner View

![Step 3 screenshot](https://images.tango.us/workflows/db7db47a-b878-40fc-9f96-55177b2879b2/steps/52eb6eef-0350-4437-aa8b-eb69da570f55/d55206aa-0e9e-4db1-9119-b1ed5dceced7.png?crop=focalpoint\&fit=crop\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

#### 4. Collaborator View

![Step 4 screenshot](https://images.tango.us/workflows/db7db47a-b878-40fc-9f96-55177b2879b2/steps/59661445-043d-4f69-a864-a901c87d8a39/4daad4e5-faf1-4b94-a2f5-abc8db4495bd.png?crop=focalpoint\&fit=crop\&fp-x=0.5372\&fp-y=0.5546\&fp-z=1.1109\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=17\&mark-y=14\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTY2Jmg9OTExJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 5. Approver View

![Step 5 screenshot](https://images.tango.us/workflows/db7db47a-b878-40fc-9f96-55177b2879b2/steps/31fbfdde-5c57-4269-a75d-9f9238f2e79c/7754bace-9611-480e-9f01-b0b6083c6d23.png?crop=focalpoint\&fit=crop\&fp-x=0.5372\&fp-y=0.5546\&fp-z=1.1109\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=17\&mark-y=14\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTY2Jmg9OTExJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 6. Requester View

![Step 6 screenshot](https://images.tango.us/workflows/db7db47a-b878-40fc-9f96-55177b2879b2/steps/9918415f-3fd7-4aea-bf75-c685e12fed01/eb296b23-d1ae-4b0c-ab61-09c4df077378.png?crop=focalpoint\&fit=crop\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

***


# Reporting and Analytics

Reporting and Analytics to Improve Your Business decisions.

#### Status Overview

Get a high-level view of the current status of a business process

#### Respondent status overview

Get a view of all the requests and their status submitted by respondents

#### Team member's status overview

Get a view of all the requests and their status assigned to your team members

#### Average Time

Average time requests are taking to get to final stages<br>

{% embed url="<https://youtu.be/lFG15YtN73U>" %}

### [Dashboard](https://approval-dashboard.boloforms.com/forms)

Go to <https://approval-dashboard.boloforms.com/forms>

#### 1. Click on Settings of the form

![Step 1 screenshot](https://images.tango.us/workflows/57d0d00d-8479-41a7-a2f4-a76fc63c28fa/steps/943b8a00-61f1-458b-b440-b75079acc4e5/c99d70f6-987c-4a0a-a10a-d2d2411eccff.png?crop=focalpoint\&fit=crop\&fp-x=0.7797\&fp-y=0.5050\&fp-z=2.7949\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=412\&mark-y=390\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0zNzUmaD0xNTAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 2. Click on Reports & Analytics…

![Step 2 screenshot](https://images.tango.us/workflows/57d0d00d-8479-41a7-a2f4-a76fc63c28fa/steps/0b8a2c43-8e97-48b0-9a89-3c6e20c0465a/18713aff-2eca-4cd6-ac34-143f27e0deb0.png?crop=focalpoint\&fit=crop\&fp-x=0.7179\&fp-y=0.7820\&fp-z=2.0810\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=104\&mark-y=293\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz05OTEmaD00MzAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 3. There are 4 points on which detail analysis is avaliable

![Step 3 screenshot](https://images.tango.us/workflows/57d0d00d-8479-41a7-a2f4-a76fc63c28fa/steps/1b9ff52b-bc74-4b5e-96ef-2e15b7e44262/8be7c9e7-7f45-465b-bf5d-2d014f21c223.png?crop=focalpoint\&fit=crop\&fp-x=0.5438\&fp-y=0.5239\&fp-z=1.0904\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=1\&mark-y=18\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMjA0Jmg9ODk0JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 4. Status Overview

![Step 4 screenshot](https://images.tango.us/workflows/57d0d00d-8479-41a7-a2f4-a76fc63c28fa/steps/f1a23d83-75d9-4d14-9ad2-2713c40668d6/ac98f48c-f273-4915-83dd-9e89e10bf411.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

#### 5. Respondent Reports

![Step 5 screenshot](https://images.tango.us/workflows/57d0d00d-8479-41a7-a2f4-a76fc63c28fa/steps/6f9200f9-7457-479a-867c-ac1f620beea1/c0505a24-ab41-49ce-bead-e0664b63d11b.png?crop=focalpoint\&fit=crop\&fp-x=0.5283\&fp-y=0.5396\&fp-z=1.0682\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=5\&mark-y=21\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTkxJmg9NjMzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 6. Approvers Report

![Step 6 screenshot](https://images.tango.us/workflows/57d0d00d-8479-41a7-a2f4-a76fc63c28fa/steps/4048e956-f2ea-442f-86be-bca07e16736a/1a078542-f402-4b10-a9ca-a05f5c552a80.png?crop=focalpoint\&fit=crop\&fp-x=0.5283\&fp-y=0.5396\&fp-z=1.0682\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=5\&mark-y=21\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTkxJmg9NjMzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 7. Average Time Taken \[hrs.]…

![Step 7 screenshot](https://images.tango.us/workflows/57d0d00d-8479-41a7-a2f4-a76fc63c28fa/steps/52185820-21c8-4746-bc3c-9c8ca839bf1c/ce8c009a-c55a-4cb1-af7b-8d4e63848eff.png?crop=focalpoint\&fit=crop\&fp-x=0.5229\&fp-y=0.5754\&fp-z=1.0682\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=12\&mark-y=46\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTc3Jmg9NjMzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

***


# Embed

{% embed url="<https://youtu.be/YAkSsnQPRvw>" %}

#### 1. Click on Embed Form

![Step 1 screenshot](https://images.tango.us/workflows/d7733f06-89b6-43b6-87c4-5dfc5ff38894/steps/8618918b-4b4d-4e95-a89e-ae8812d56ae6/1badd8f5-b708-4150-9fbb-506844ed4e78.png?crop=focalpoint\&fit=crop\&fp-x=0.6070\&fp-y=0.0308\&fp-z=2.8048\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=548\&mark-y=7\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMDUmaD0xNDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 2. Select the desired size

![Step 2 screenshot](https://images.tango.us/workflows/d7733f06-89b6-43b6-87c4-5dfc5ff38894/steps/4eed0571-fae8-4fb2-a0bf-89f9c7b45f1a/f139e1fb-8523-4a2e-a36f-83c685861e4f.png?crop=focalpoint\&fit=crop\&fp-x=0.4932\&fp-y=0.5000\&fp-z=1.3836\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=241\&mark-y=180\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz03MTcmaD01NjkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 3. Click on Copy

![Step 3 screenshot](https://images.tango.us/workflows/d7733f06-89b6-43b6-87c4-5dfc5ff38894/steps/142ffc97-9141-433a-b3a1-6c7256847df4/0ee79f18-626b-4684-a552-ad1047c0dc3c.png?crop=focalpoint\&fit=crop\&fp-x=0.6216\&fp-y=0.6457\&fp-z=2.6332\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=474\&mark-y=391\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yNTImaD0xNDgmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 4. Use the code in your website or anywhere you prefer

***


# Custom Email Settings

This setting allow you to change email template as you wish

{% embed url="<https://youtu.be/DbO3OPYR6_0>" %}

#### Email Tags <a href="#email-tags" id="email-tags"></a>

**{{Branding}}** - This contains your company logo and name

**{{Form Name}}** - This is the form name&#x20;

**{{Request Date}}** - This is the date on which the request was submitted by the respondent. This will be sent according to your timezone. If we're not able to get your correct timezone ( due to an ad blocker or VPN ) we will format the date with **UTC**

**{{Respondent Email}} -** It's clear as crystal. It's the mail of the person who has filled out the form

**{{Overall Status}} -** This is the current status of the overall request which can be <mark style="color:blue;">**PENDING**</mark>, <mark style="color:green;">**APPROVED**</mark> & <mark style="color:red;">**REJECTED**</mark>

**{{Form Response Table}}** - This table contains the questions & answers filled by respondent

![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6957anLBs5GDXthLZcbb%2Fuploads%2F2JyNquyKaB5szfdtekST%2Fimage.png?alt=media\&token=94836367-3dca-4fdb-9bb7-5981da9421e8)

**{{Approval Status}}** - This is a table that contains all the approvers with their current status of request.

![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6957anLBs5GDXthLZcbb%2Fuploads%2FBTCD6afDxlrbh0hOXyW7%2Fimage.png?alt=media\&token=81c75530-b9ee-4f50-ac45-3938c8968500)

**{{Approval Actions}} -** These are the actions that approvers are allowed to take![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6957anLBs5GDXthLZcbb%2Fuploads%2FxeTWXgwidzVjodMQpPbN%2Fimage.png?alt=media\&token=128f80fc-64ff-47b0-a39f-0bae21324714)

**{{Approval Status With Comments}}** - See the difference there is a comment section in the approval status table

![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6957anLBs5GDXthLZcbb%2Fuploads%2F7ksK3zIWi3MC4M1Idth1%2Fimage.png?alt=media\&token=1184e19c-eed5-4c17-8243-06e94076f3a6)

**{{Tracking Link}} -** This is visible to respondents so that they can visit and see their requests from here

![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6957anLBs5GDXthLZcbb%2Fuploads%2FQhLfzHJgejY2fBO7qu3O%2Fimage.png?alt=media\&token=71add2a3-9bef-4aa6-bd6c-0c74988f2bd5)

#### Emails Explained <a href="#emails-explained" id="emails-explained"></a>

1. Approval Email - This email is sent to approvers
2. Auto Approval Email - This is email is sent to approvers if the request assigned to them auto-approves approver email is skipped if the request is auto-approved
3. Get Notified Email - This email is sent to approvers with the "Get Notification" Role
4. &#x20;Notify Respondent Email - This email is sent to the respondent when they first fill out the form
5. Final Respondent Email - This is the last email sent to the respondent after their request is approved or rejected
6. PDF Report Email - This email is sent to approvers with the "Get PDF" Role
7. Signature - This email is sent to approvers with the "Signature" Role
8. Acknowledge - This email is sent to approvers with the "Acknowledge" Role

**​**


# Export Data from Forms

{% embed url="<https://youtu.be/gRAHfnscRJE>" %}

### # [Dashboard](https://approval-dashboard.boloforms.com/forms)

Go to <https://approval-dashboard.boloforms.com/forms>

#### 1. Click on Responses of the Form from which you want to export

![Step 1 screenshot](https://images.tango.us/workflows/a1f35ac3-371f-4b59-8f58-f2baff8c547e/steps/2bf56b29-d27f-44b0-bc6d-36b3af14c06f/bcc3d78c-593b-4a9f-aa67-441aca153e32.png?crop=focalpoint\&fit=crop\&fp-x=0.7592\&fp-y=0.9121\&fp-z=3.2843\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=349\&mark-y=573\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz01MDImaD0xNzYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 2. Click on the menu

![Step 2 screenshot](https://images.tango.us/workflows/a1f35ac3-371f-4b59-8f58-f2baff8c547e/steps/b623f13f-c07d-4f51-9d59-32983e48b1db/bf9c62f0-fee3-4138-a612-051d5b9573fa.png?crop=focalpoint\&fit=crop\&fp-x=0.5652\&fp-y=0.1432\&fp-z=2.7755\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=503\&mark-y=292\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xOTQmaD0xNTYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 3. Click on Export Data

![Step 3 screenshot](https://images.tango.us/workflows/a1f35ac3-371f-4b59-8f58-f2baff8c547e/steps/1073d18e-5525-404e-9843-fc31148a9aa2/30bad4f0-871c-48ca-ba03-6a02022e9a63.png?crop=focalpoint\&fit=crop\&fp-x=0.6839\&fp-y=0.4686\&fp-z=2.3796\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=303\&mark-y=426\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz01OTQmaD03OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 4. Select Either Submission Date Range or Approval Date Range

Approval date range refers to selecting requests based on the date they were approved, while submission date range refers to selecting requests based on the date they were submitted by the respondent, regardless of their approval status.

![Step 4 screenshot](https://images.tango.us/workflows/a1f35ac3-371f-4b59-8f58-f2baff8c547e/steps/6e136418-e82e-4958-bf56-7fa100d60c11/4446d903-ebd3-4903-8d3c-8dec17da2150.png?crop=focalpoint\&fit=crop\&fp-x=0.4035\&fp-y=0.3659\&fp-z=2.0688\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=372\&mark-y=428\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00NTUmaD03NCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 5. Select your Required Date Range

![Step 5 screenshot](https://images.tango.us/workflows/a1f35ac3-371f-4b59-8f58-f2baff8c547e/steps/55c42552-3ee8-483e-8c14-111902aabf53/f066eabc-c8e0-4fbe-9d62-ef55f9ad6466.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=176\&mark-y=326\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDAyJmg9NDgyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 6. Check "Include Form Responses" if you want to include the responses that your form has received

![Step 6 screenshot](https://images.tango.us/workflows/a1f35ac3-371f-4b59-8f58-f2baff8c547e/steps/ce460fd0-4286-4025-9728-1c03d0f692e8/82687c49-62d6-4bf0-a6c1-4daa2143ea40.png?crop=focalpoint\&fit=crop\&fp-x=0.1508\&fp-y=0.5088\&fp-z=3.0289\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=506\&mark-y=422\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz04NSZoPTg1JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 7. Click on Export

![Step 7 screenshot](https://images.tango.us/workflows/a1f35ac3-371f-4b59-8f58-f2baff8c547e/steps/07d01235-af22-4556-84b0-cbd2176ee5e6/f033f4d6-e3e2-4612-bacf-dd3ff9c142a1.png?crop=focalpoint\&fit=crop\&fp-x=0.4762\&fp-y=0.5641\&fp-z=2.6265\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=473\&mark-y=391\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yNTQmaD0xNDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 8. The Data will be automatically downloaded in .csv form

![Step 8 screenshot](https://images.tango.us/workflows/a1f35ac3-371f-4b59-8f58-f2baff8c547e/steps/75cc63eb-048b-4388-8fac-6e88eb761526/f68f0b63-f312-418b-ac0e-de8e954abe80.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

<br>

***

Created with [Tango.us](https://tango.us?utm_source=markdown\&utm_medium=markdown\&utm_campaign=workflow%20export%20links)


# Notion

Notion is a cloud-based productivity and collaboration all in-one workspace tool. Now integrate it with Boloforms!

{% embed url="<https://youtu.be/UzJ0O9ITo98>" %}

In the Form Editor

#### 1. Click on the Integrations Button and Select Notion

<img src="https://images.tango.us/workflows/507d5dac-c7ee-435c-b007-0574328bc421/steps/f40b992f-1b08-4518-b586-ca3e5091acfa/fe657023-7822-4527-b5e4-ebe1141381ee.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n" alt="Step 1 screenshot" data-size="original">

#### 2. Toggle the Notion Integration On

<img src="https://images.tango.us/workflows/507d5dac-c7ee-435c-b007-0574328bc421/steps/93efd2aa-a7d3-4890-ba75-e808bc73fd55/2d4af0f1-25c5-4ed2-ab1f-5482cf7a89e8.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.9492&#x26;fp-y=0.2632&#x26;fp-z=2.8449&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=948&#x26;mark-y=397&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xNTgmaD0xMzYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 2 screenshot" data-size="original">

#### 3. Complete the Required Login Steps

#### <mark style="color:red;">4. Select the Database you have given Boloforms permission to access</mark>

Click on "Add more databases from your Notion workspace" to add more ![Step 4 screenshot](https://images.tango.us/workflows/507d5dac-c7ee-435c-b007-0574328bc421/steps/77896ab9-4352-40ef-bb62-8c726fda53a1/11ee54a6-a0c4-48d3-9072-4310f2c1b178.png?crop=focalpoint\&fit=crop\&fp-x=0.7913\&fp-y=0.3653\&fp-z=2.6701\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=69\&mark-y=417\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMDYzJmg9OTUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 5. Click on Sync Notion Database

<img src="https://images.tango.us/workflows/507d5dac-c7ee-435c-b007-0574328bc421/steps/0796d256-13ae-4c77-9113-1180e08b91cf/3016dd08-bb76-46a9-9771-f6d13be99acb.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.7913&#x26;fp-y=0.5327&#x26;fp-z=2.5572&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=40&#x26;mark-y=405&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTE5Jmg9MTE5JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt="Step 5 screenshot" data-size="original">

#### 6. The database parameters will automatically create a form for all that notion requires

<img src="https://images.tango.us/workflows/507d5dac-c7ee-435c-b007-0574328bc421/steps/f1069fd6-cc9a-48b5-a366-e1f9c6d90af6/b1c7dcb2-a321-4ce3-bde2-2ef4e54be9b4.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.8615&#x26;fp-y=0.5314&#x26;fp-z=1.0613&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=844&#x26;mark-y=0&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0zNjAmaD02NjcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 6 screenshot" data-size="original">

#### 7. Click on Save and Share the form to quickly add tasks to your notion!

<img src="https://images.tango.us/workflows/507d5dac-c7ee-435c-b007-0574328bc421/steps/f8dc0d1a-f6fa-46f5-ae86-980281a17161/ab11eaea-b0cf-4f4e-8dee-5f9ffaa93f9b.png?crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6451&#x26;fp-y=0.0308&#x26;fp-z=2.6766&#x26;w=1200&#x26;border=2%2CF4F2F7&#x26;border-radius=8%2C8%2C8%2C8&#x26;border-radius-inner=8%2C8%2C8%2C8&#x26;blend-align=bottom&#x26;blend-mode=normal&#x26;blend-x=0&#x26;blend-w=1200&#x26;blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&#x26;mark-x=482&#x26;mark-y=4&#x26;m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yMzYmaD0xMDAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 7 screenshot" data-size="original">


# Embed in Notion

Embed you forms in Notion

{% embed url="<https://youtu.be/CwLoVMKxxyM>" %}

#### 1. Click on Embed Form

![Step 1 screenshot](https://images.tango.us/workflows/d7733f06-89b6-43b6-87c4-5dfc5ff38894/steps/8618918b-4b4d-4e95-a89e-ae8812d56ae6/1badd8f5-b708-4150-9fbb-506844ed4e78.png?crop=focalpoint\&fit=crop\&fp-x=0.6070\&fp-y=0.0308\&fp-z=2.8048\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=548\&mark-y=7\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMDUmaD0xNDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 2. Select the desired size

![Step 2 screenshot](https://images.tango.us/workflows/d7733f06-89b6-43b6-87c4-5dfc5ff38894/steps/4eed0571-fae8-4fb2-a0bf-89f9c7b45f1a/f139e1fb-8523-4a2e-a36f-83c685861e4f.png?crop=focalpoint\&fit=crop\&fp-x=0.4932\&fp-y=0.5000\&fp-z=1.3836\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=241\&mark-y=180\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz03MTcmaD01NjkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 3. Click on Copy

![Step 3 screenshot](https://images.tango.us/workflows/d7733f06-89b6-43b6-87c4-5dfc5ff38894/steps/142ffc97-9141-433a-b3a1-6c7256847df4/0ee79f18-626b-4684-a552-ad1047c0dc3c.png?crop=focalpoint\&fit=crop\&fp-x=0.6216\&fp-y=0.6457\&fp-z=2.6332\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=474\&mark-y=391\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yNTImaD0xNDgmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 4. Type /embed in the location where you want to embed the form within Notion

![Step 4 screenshot](https://images.tango.us/workflows/d7733f06-89b6-43b6-87c4-5dfc5ff38894/steps/3359cac0-643d-437e-a341-d2c43159ad51/ea0b3a75-d6b4-40fd-91bf-fbad774d34c7.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

#### 5. Paste the html code and click Embed Link

![Step 5 screenshot](https://images.tango.us/workflows/d7733f06-89b6-43b6-87c4-5dfc5ff38894/steps/c09c8022-b240-4585-9db8-b271b079f8bd/a1d84bbe-0eea-4d26-818a-80795aa2ca05.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

#### 6. After loading, the Boloforms form should be visible and fillable within Notion!

![Step 6 screenshot](https://images.tango.us/workflows/d7733f06-89b6-43b6-87c4-5dfc5ff38894/steps/1f15e0e7-30a7-482c-b4e4-03a26fcef348/69db28e8-6ab9-47f5-98f8-7b636434acc1.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

***


# Google Sheets

{% embed url="<https://youtu.be/UgRQnLYae98>" %}

#### 1. Go to the Form Builder on the form you want to add Google Sheet Integrations to

![Step 1 screenshot](https://images.tango.us/workflows/25c4bed6-c364-49aa-8613-ddf79cabfa78/steps/0482e141-4787-4bf4-bc36-461eb5bea6d6/45c05124-acca-40c5-bdec-c653a453214a.png?crop=focalpoint\&fit=crop\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

#### 2. Click on Integrations

![Step 2 screenshot](https://images.tango.us/workflows/25c4bed6-c364-49aa-8613-ddf79cabfa78/steps/24545e4f-7b98-47c6-8acd-814722775065/6fe8a26d-a0be-4aac-81cb-9111553307e1.png?crop=focalpoint\&fit=crop\&fp-x=0.9319\&fp-y=0.0314\&fp-z=2.7949\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=897\&mark-y=7\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xNTAmaD0xNTAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 3. Select Google Sheets…

![Step 3 screenshot](https://images.tango.us/workflows/25c4bed6-c364-49aa-8613-ddf79cabfa78/steps/b00b430c-c2b2-44c8-8196-c76eb57abd4c/2dd2d7e2-f8f8-4ed1-981e-b841c319eedb.png?crop=focalpoint\&fit=crop\&fp-x=0.7913\&fp-y=0.2337\&fp-z=2.5572\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=40\&mark-y=366\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTE5Jmg9MTk3JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 4. Enable the toggle and the form should be updated

![Step 4 screenshot](https://images.tango.us/workflows/25c4bed6-c364-49aa-8613-ddf79cabfa78/steps/7256b7cc-f453-4b01-8099-fcdb8803c2b7/3b943316-ebac-4bce-bf31-a9c22dffab32.png?crop=focalpoint\&fit=crop\&fp-x=0.9499\&fp-y=0.2798\&fp-z=2.7999\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=937\&mark-y=390\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xOTAmaD0xNDkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

#### 5. Click on View Spreadsheet and the linked Google sheet will open in a new tab

![Step 5 screenshot](https://images.tango.us/workflows/25c4bed6-c364-49aa-8613-ddf79cabfa78/steps/85858638-5c16-4707-9e3e-9f1b267469c8/c09d1608-80bd-443f-8c90-b984d550fe4c.png?crop=focalpoint\&fit=crop\&fp-x=0.7913\&fp-y=0.4183\&fp-z=2.5572\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=40\&mark-y=405\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTE5Jmg9MTE5JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

#### 6. Open the Boloform Approvals Sheet at the Bottom

![Step 6 screenshot](https://images.tango.us/workflows/25c4bed6-c364-49aa-8613-ddf79cabfa78/steps/e563d099-b00e-49a3-9728-8236672fa36e/9641aa73-0b39-44e2-854c-1dd73fbd4e68.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=299\&mark-y=421\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz01MTQmaD02OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

#### 7. You can then see the responses on google sheets along with the status of each request

![Step 7 screenshot](https://images.tango.us/workflows/25c4bed6-c364-49aa-8613-ddf79cabfa78/steps/4876987f-fe79-4106-b089-6dc8e44bdf72/ea6bd8f4-c902-43c3-a2a0-83e0007f3d09.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n)

***

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