Tracking Requests
The status of requests can be tracked at any time, using the following methods:
- 1.Add-on administrators have the ability to track the status of requests via their Dashboard. To access the Dashboard, open any Google Form, open the add-on, click Home icon, then click Dashboard.From the Dashboard, click the 'Forms' tab, then locate and select the relevant form. This will route you to a tracking page designed for the administrator, allowing you to track requests, view form submission details, view approvals and signatures, send reminders, amend recipients, resend past notifications and cancel requests.
2. Add-on administrators (and anyone with access to the spreadsheet linked to the Google Form) also have the ability to: review the status of all requests in the Detailed Approval Records sheet. The add-on will record detailed information related to each request like the recipient email address, issue date, status of their response, response date, and any comment left by the recipient.
Review the status of all requests in the Form Responses sheet. The add-on will record the Request # and Overall Status on the right hand side of form response data. Please note, manual changes to these sheets can disrupt the add-on. Where possible, always use your Forms page in the BoloForms Dashboard as described above.
The add-on records two types of statuses:
Overall Status: the status of the request as a whole. The Overall Status may be one of the following:
- 1.IN PROGRESS - The request is awaiting the response of one or more recipients.
- 2.APPROVED - The request has been approved/completed by all recipients.
- 3.REJECTED - The request was declined by a recipient.
The Overall Status can be viewed from the linked spreadsheet as well as the BoloForms Dashboard. Here is an example of how that would look-
Recipient Status: The status of individual recipients in the approval workflow. The Recipient Status may be one of the following, depending on the role of your recipient:
- 1.IN PROGRESS - The request is awaiting the response of one or more recipients.
- 2.APPROVED - The request has been approved/completed by all recipients.
- 3.REJECTED - The request was declined by a recipient.
- 4.Skip-Approve - The request was automatically approved/sent to the next approver on the basis of conditional statements entered by the user.
The detailed recipient status can be viewed from the BoloForms Approvals Dashboard. Here is a sneak peek of how it looks-
Approval records will be automatically stored in the spreadsheet that is linked to your form. This gives you total control over your data and allows you to report, analyse or even perform more advanced functions like connect with other systems or processes.
DO NOT sort, amend, or remove the data in any sheet. The add-on relies on the data to operate.
DO NOT re-link your Google Form to a new spreadsheet.
The add-on will read and write to these sheets each time you or your recipients use the application, so be careful not to modify the data. To track requests or amend recipients, we recommend use the admin tracking page. To perform analysis, we recommend using formulas from other sheets, or using Filter Views (i.e do not sort or filter the underlying data).
Last modified 10mo ago