Streamline Your Billing with Google Forms Invoice for Planning

Google forms invoice for Planning

hey goo leaders this is Jessica Worley and today we are creating a video about a Google Form add-on called form approvals so this video comes from the request of Fay and yogi and they wanted to know how to create a multi-level approval process using the add-on form approval so I hurt you and I'm so excited to get started and show you how to do this let's do all right so the first step we're going to do is head on over to Google Drive and we're going to create a form by clicking on new more and forms in this project we're going to be creating a form that needs to be approved by two different managers so it's going to be recommended and then approved by the final project manager and in the end the form is going to be sent back to the original person who filled out the form to let them know that this project has been approved so to get started we're going to create a demo form for an awesome project ideas we're gonna have people fill out a description and a title and here's the really important part so we want to collect the users email address we're going to click on the gear and select collect email addresses so that way the email with the final okay can go back to the original person so now that we have the form set up and it has all the questions it has the email address now we want to add the add-on so to do that we're going to click on these three little dots up at the top corner and then we're going to click on add on and then we're going to type in form approvals here's the app right here we're gonna click on free we're gonna select my account and then we're gonna give it permission because it needs to do all of these things so scroll on down to allow and now it is being added to our google forms the next step is to go ahead and start configuring it we're going to click on add on form approvals and then the little gear will pop up okay configure workflow so from this tab we are gonna actually configure the settings for the person who's going to recommend and the person who's going to approve so we're gonna click on this one I'm going to type in the person that is going to recommend first then once I have their email address I'm going to click on these three little dots right here and click other recipient settings and then I want to tell them that this person is actually going to recommend you can see all the settings and the roles right here kind of gives you a description but I know this is recommend and then I'm gonna put a little message here to remind the person that they're in charge of recommending so that way whenever they get this email they kind of remember what they're supposed to do and the process of this form so now I'm going to add the person that is in charge for approving this assignment an add in the email address and then same as before I'm going to click on the three little dots and then we're going to edit the settings to allow them to approve I'm also going to put another little message so that way they know the process the next step is going to click on settings and we're going to click on two things enable one-click response link in notify recipients when complete so that means whenever this is all done the email was going to go to the person at the very end to let them know hey your project has been approved and the other one allows one-click responses so that way that people and it can respond to the actual email to click allow so the process can move faster and it's a lot easier on people alright so now we are ready to test this out are you ready to test it let's try it out okay so the first step is gonna be filling out the form and so now that we fill out the form we got to jump over to our email account to see if it's there yep there it is okay and so when we click on it you can see that text that we typed in and now you can also see this awesome little easy recommendation button so when we click on that it actually approves the project and sends the email to the person that is going to approve it but it also lets you see the status of the project and you see that this project has been a recommended and now the email is going into the next step so now I got to jump over to my other email up and here is the form and here is the project it gives that text again and let me go ahead and approve this project and it takes me back to the form approvals website and let me see that that that process is complete there's all the information all right so let's go check and see yes I got the email so this is the person that is receiving the email to say yes your project is approved go so here it is awesome project idea that your breasts request has been approved and so see how fast it was wasn't that really fast so yeah yeah so we have completed this project it all worked great thank you so much for joining me if you have a G suite or Google tool that you would like me to do tutorial on or have a question please send me a message and let me know that's how these videos get created also remember that I have a free course on Google Forms and I just might have a beta course out there looking for some beta testers check it out again thank you for joining me key leaders